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Clearstead Advisors’s Donegal Group Class A DGICA Stock Holding History

Clearstead 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
2026
Q2 		$151 Buy
+8
New +$139 ﹤0.01% 3270
2025
Q4 		– Sell
-318
Closed -$6.17K – 2883
2025
Q3 		$6.17K Buy
318
+219
+221% +$4K ﹤0.01% 2080
2025
Q2 		$1.98K Buy
+99
New +$1.92K ﹤0.01% 2329

Other funds holding DGICA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Clearstead Advisors's DGICA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Donegal Group Class A (DGICA) in Q2 2026: 8 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #3270 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DGICA as recently as Q3 2025.

Clearstead Advisors first reported a position in DGICA in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.17K in Q3 2025. 55 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Clearstead Advisors held 8 shares of Donegal Group Class A worth $151 as of Q2 2026.
  • Donegal Group Class A was a new Clearstead Advisors position in Q2 2026.
  • Donegal Group Class A made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3270 holding.
  • Clearstead Advisors first reported a position in Donegal Group Class A in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Donegal Group Class A position peaked at $6.17K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.