Charles Schwab
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Charles Schwab’s Donegal Group Class A DGICA Stock Holding History

Charles Schwab’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
Q2 		$2.69M Buy
142,414
+2,894
+2% +$50.2K ﹤0.01% 2688
2026
Q1 		$2.4M Sell
139,520
-30,828
-18% -$560K ﹤0.01% 2665
2025
Q4 		$3.4M Buy
170,348
+3,275
+2% +$64.3K ﹤0.01% 2597
2025
Q3 		$3.24M Buy
167,073
+94,386
+130% +$1.73M ﹤0.01% 2609
2025
Q2 		$1.46M Buy
72,687
+28,162
+63% +$546K ﹤0.01% 2770
2025
Q1 		$874K Buy
44,525
+33
+0.1% +$536 ﹤0.01% 2887
2024
Q4 		$688K Buy
44,492
+1,773
+4% +$27.6K ﹤0.01% 3043
2024
Q3 		$630K Sell
42,719
-2,275
-5% -$32.8K ﹤0.01% 3077
2024
Q2 		$580K Buy
44,994
+4,285
+11% +$56.9K ﹤0.01% 3133
2024
Q1 		$576K Sell
40,709
-975
-2% -$13.8K ﹤0.01% 2970
2023
Q4 		$583K Buy
41,684
+21
+0.1% +$300 ﹤0.01% 3017
2023
Q3 		$594K Hold
41,663
– – ﹤0.01% 2983
2023
Q2 		$601K Sell
41,663
-199
-0.5% -$2.94K ﹤0.01% 2963
2023
Q1 		$640K Hold
41,862
– – ﹤0.01% 2874
2022
Q4 		$594K Buy
41,862
+1,066
+3% +$15.5K ﹤0.01% 2946
2022
Q3 		$551K Buy
40,796
+1,223
+3% +$18.4K ﹤0.01% 2975
2022
Q2 		$675K Buy
39,573
+369
+0.9% +$5.53K ﹤0.01% 2944
2022
Q1 		$526K Buy
39,204
+2,213
+6% +$30.9K ﹤0.01% 3086
2021
Q4 		$529K Sell
36,991
-20,066
-35% -$288K ﹤0.01% 3127
2021
Q3 		$827K Sell
57,057
-56,556
-50% -$851K ﹤0.01% 2939
2021
Q2 		$1.66M Buy
113,613
+29,122
+34% +$445K ﹤0.01% 2782
2021
Q1 		$1.26M Sell
84,491
-3,030
-3% -$43.4K ﹤0.01% 2780
2020
Q4 		$1.23M Buy
87,521
+8,132
+10% +$117K ﹤0.01% 2712
2020
Q3 		$1.12M Buy
79,389
+5,203
+7% +$74.2K ﹤0.01% 2649
2020
Q2 		$1.05M Buy
74,186
+6,400
+9% +$91.3K ﹤0.01% 2614
2020
Q1 		$1.03M Buy
67,786
+1,315
+2% +$18.6K ﹤0.01% 2479
2019
Q4 		$986K Sell
66,471
-2,783
-4% -$40.7K ﹤0.01% 2602
2019
Q3 		$1.02M Buy
69,254
+585
+0.9% +$8.51K ﹤0.01% 2565
2019
Q2 		$1.05M Buy
68,669
+3,736
+6% +$52.4K ﹤0.01% 2562
2019
Q1 		$874K Sell
64,933
-2,091
-3% -$28.2K ﹤0.01% 2592
2018
Q4 		$915K Buy
67,024
+9,013
+16% +$125K ﹤0.01% 2561
2018
Q3 		$825K Buy
58,011
+13,032
+29% +$185K ﹤0.01% 2680
2018
Q2 		$613K Buy
44,979
+1,677
+4% +$24K ﹤0.01% 2736
2018
Q1 		$685K Buy
43,302
+11,856
+38% +$195K ﹤0.01% 2643
2017
Q4 		$545K Buy
31,446
+6,048
+24% +$103K ﹤0.01% 2703
2017
Q3 		$410K Sell
25,398
-14,813
-37% -$228K ﹤0.01% 2774
2017
Q2 		$640K Buy
40,211
+323
+0.8% +$5.27K ﹤0.01% 2612
2017
Q1 		$703K Buy
39,888
+2,907
+8% +$49.2K ﹤0.01% 2538
2016
Q4 		$647K Buy
36,981
+2,618
+8% +$42.4K ﹤0.01% 2571
2016
Q3 		$554K Buy
34,363
+12,886
+60% +$210K ﹤0.01% 2580
2016
Q2 		$355K Buy
21,477
+336
+2% +$5.18K ﹤0.01% 2720
2016
Q1 		$305K Buy
21,141
+408
+2% +$5.81K ﹤0.01% 2767
2015
Q4 		$292K Buy
20,733
+520
+3% +$7.28K ﹤0.01% 2872
2015
Q3 		$285K Buy
20,213
+1,512
+8% +$21.8K ﹤0.01% 2849
2015
Q2 		$285K Buy
18,701
+656
+4% +$9.93K ﹤0.01% 2895
2015
Q1 		$284K Buy
18,045
+928
+5% +$14.6K ﹤0.01% 2857
2014
Q4 		$274K Buy
17,117
+488
+3% +$7.64K ﹤0.01% 2881
2014
Q3 		$256K Buy
16,629
+357
+2% +$5.51K ﹤0.01% 2867
2014
Q2 		$249K Sell
16,272
-112
-0.7% -$1.66K ﹤0.01% 2935
2014
Q1 		$239K Buy
16,384
+420
+3% +$6.21K ﹤0.01% 2892
2013
Q4 		$254K Buy
15,964
+504
+3% +$7.98K ﹤0.01% 2879
2013
Q3 		$223K Sell
15,460
-1,686
-10% -$23.6K ﹤0.01% 2879
2013
Q2 		$244K Buy
+17,146
New +$252K ﹤0.01% 2811

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Charles Schwab's DGICA Position: Q2 2026 in Review

Charles Schwab increased its Donegal Group Class A (DGICA) stake by 2.1% in Q2 2026, buying an estimated $50.2K and bringing the position to 142,414 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Charles Schwab first reported a position in DGICA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.4M in Q4 2025. 153 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Charles Schwab held 142,414 shares of Donegal Group Class A worth $2.69M as of Q2 2026.
  • Charles Schwab bought 2,894 Donegal Group Class A shares in Q2 2026, an estimated $50.2K.
  • Donegal Group Class A made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2688 holding.
  • Charles Schwab first reported a position in Donegal Group Class A in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Donegal Group Class A position peaked at $3.4M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.