CPA
DGICA icon

Capital Performance Advisors’s Donegal Group Class A DGICA Stock Holding History

Capital Performance Advisors’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$133 – 834
2024
Q3 		$133 Buy
+9
New +$130 ﹤0.01% 2647

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Capital Performance Advisors's DGICA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Donegal Group Class A (DGICA) in Q4 2024, closing a stake of 9 shares — an estimated $133 sold.

Capital Performance Advisors first reported a position in DGICA in Q3 2024 and held it in 1 quarter. The position peaked at $133 in Q3 2024. 131 funds tracked by Wall St. Rank hold DGICA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Donegal Group Class A position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Donegal Group Class A shares in Q4 2024, an estimated $133.
  • Capital Performance Advisors first reported a position in Donegal Group Class A in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Donegal Group Class A position peaked at $133 in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Donegal Group Class A as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.