Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Donegal Group Class A DGICA Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$195K Sell
11,349
-2,660
-19% -$48.3K ﹤0.01% 2762
2025
Q4 		$280K Buy
14,009
+121
+0.9% +$2.38K ﹤0.01% 2301
2025
Q3 		$269K Buy
13,888
+7,595
+121% +$139K ﹤0.01% 2218
2025
Q2 		$126K Buy
6,293
+1,130
+22% +$21.9K ﹤0.01% 2525
2025
Q1 		$101K Buy
5,163
+2,263
+78% +$36.8K ﹤0.01% 2417
2024
Q4 		$45K Buy
2,900
+606
+26% +$9.42K ﹤0.01% 2877
2024
Q3 		$34K Buy
2,294
+1,446
+171% +$20.8K ﹤0.01% 2986
2024
Q2 		$11K Sell
848
-1,349
-61% -$17.9K ﹤0.01% 3473
2024
Q1 		$31K Buy
2,197
+401
+22% +$5.69K ﹤0.01% 2614
2023
Q4 		$25K Buy
1,796
+1,133
+171% +$16.2K ﹤0.01% 2620
2023
Q3 		$9K Buy
663
+138
+26% +$2.02K ﹤0.01% 3183
2023
Q2 		$8K Buy
525
+301
+134% +$4.45K ﹤0.01% 3192
2023
Q1 		$3K Hold
224
– – ﹤0.01% 3481
2022
Q4 		$3K Sell
224
-100
-31% -$1.45K ﹤0.01% 3393
2022
Q3 		$4K Buy
324
+26
+9% +$392 ﹤0.01% 3155
2022
Q2 		$5K Buy
298
+74
+33% +$1.11K ﹤0.01% 2953
2022
Q1 		$3K Buy
224
+81
+57% +$1.13K ﹤0.01% 3014
2021
Q4 		$2K Buy
+143
New +$2.05K ﹤0.01% 3104
2021
Q2 		$2K Hold
128
– – ﹤0.01% 2635
2021
Q1 		$2K Hold
128
– – ﹤0.01% 2635
2020
Q4 		$2K Hold
128
– – ﹤0.01% 2634
2020
Q3 		$2K Hold
128
– – ﹤0.01% 2633
2020
Q2 		$2K Hold
128
– – ﹤0.01% 2632
2020
Q1 		$2K Hold
128
– – ﹤0.01% 2632
2019
Q4 		$2K Hold
128
– – ﹤0.01% 2632
2019
Q3 		$2K Hold
128
– – ﹤0.01% 2632
2019
Q2 		$2K Hold
128
– – ﹤0.01% 2632
2019
Q1 		$2K Buy
+128
New +$1.73K ﹤0.01% 2631

Other funds holding DGICA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DGICA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Donegal Group Class A (DGICA) stake by 19% in Q1 2026, selling an estimated $48.3K and leaving 11,349 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Carson Wealth (CWM LLC) first reported a position in DGICA in Q1 2019 and has held it in 28 quarters since. The position peaked at $280K in Q4 2025. 156 funds tracked by Wall St. Rank hold DGICA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,349 shares of Donegal Group Class A worth $195K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,660 Donegal Group Class A shares in Q1 2026, an estimated $48.3K.
  • Donegal Group Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2762 holding.
  • Carson Wealth (CWM LLC) first reported a position in Donegal Group Class A in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Donegal Group Class A position peaked at $280K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Donegal Group Class A as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.