Cassady Schiller Wealth Management’s Donegal Group Class A DGICA Stock Holding History

Cassady Schiller Wealth Management’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	$1.1K	Buy	+71	New	+$1.1K	﹤0.01%	763

Other funds holding DGICA

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cassady Schiller Wealth Management's DGICA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Donegal Group Class A (DGICA) in Q4 2024: 71 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings.

131 funds tracked by Wall St. Rank hold DGICA as of Q4 2024.

Cassady Schiller Wealth Management held 71 shares of Donegal Group Class A worth $1.1K as of Q4 2024.
Donegal Group Class A was a new Cassady Schiller Wealth Management position in Q4 2024.
Donegal Group Class A made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #763 holding.
131 funds tracked by Wall St. Rank held Donegal Group Class A as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.