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
Q2 		– Sell
-14,716
Closed -$260K – 933
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 $552B AUM 44.19% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.69B AUM 46.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's DGICB Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of Donegal Group Class B (DGICB) in Q2 2026, closing a stake of 14,716 shares — an estimated $260K sold.

Caldwell Sutter Capital first reported a position in DGICB in Q3 2023 and held it in 11 quarters. The position peaked at $260K in Q1 2026. 11 funds tracked by Wall St. Rank hold DGICB as of Q2 2026.

  • Caldwell Sutter Capital reported no remaining Donegal Group Class B position as of Q2 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 14,716 Donegal Group Class B shares in Q2 2026, an estimated $260K.
  • Caldwell Sutter Capital first reported a position in Donegal Group Class B in Q3 2023 and held it in 11 quarters.
  • Caldwell Sutter Capital's Donegal Group Class B position peaked at $260K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Donegal Group Class B as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.