CSC
DGICB

Caldwell Sutter Capital’s Donegal Group Class B DGICB Stock Holding History

Caldwell Sutter Capital’s Portfolio DGICB Stock Details DGICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Hold
14,716
– – 0.11% 182
2025
Q4 		$260K Buy
14,716
+3,527
+32% +$56.8K 0.11% 180
2025
Q3 		$182K Hold
11,189
– – 0.08% 224
2025
Q2 		$199K Buy
11,189
+5,000
+81% +$86.4K 0.09% 207
2025
Q1 		$99K Buy
6,189
+202
+3% +$2.98K 0.05% 276
2024
Q4 		$84.5K Buy
5,987
+199
+3% +$2.81K 0.04% 293
2024
Q3 		$74.5K Buy
5,788
+1,004
+21% +$12.4K 0.03% 312
2024
Q2 		$53.3K Hold
4,784
– – 0.03% 346
2024
Q1 		$61K Hold
4,784
– – 0.03% 331
2023
Q4 		$69.5K Buy
4,784
+2,065
+76% +$28K 0.04% 309
2023
Q3 		$37.3K Buy
+2,719
New +$37.8K 0.02% 358

Other funds holding DGICB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $245M AUM 26.58% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Caldwell Sutter Capital's DGICB Position: Q1 2026 in Review

Caldwell Sutter Capital held its Donegal Group Class B (DGICB) position steady in Q1 2026 at 14,716 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #182.

Caldwell Sutter Capital first reported a position in DGICB in Q3 2023 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold DGICB as of Q1 2026.

  • Caldwell Sutter Capital held 14,716 shares of Donegal Group Class B worth $260K as of Q1 2026.
  • Caldwell Sutter Capital left its Donegal Group Class B share count unchanged in Q1 2026.
  • Donegal Group Class B made up 0.11% of Caldwell Sutter Capital's portfolio in Q1 2026, its #182 holding.
  • Caldwell Sutter Capital first reported a position in Donegal Group Class B in Q3 2023 and has held it in 11 quarters since.
  • 12 funds tracked by Wall St. Rank held Donegal Group Class B as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.