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CM Wealth Advisors’s Donegal Group Class A DGICA Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-20,050
Closed -$291K – 239
2023
Q1 		$291K Buy
+20,050
New +$302K 0.06% 318

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CM Wealth Advisors's DGICA Position: Q2 2023 in Review

CM Wealth Advisors sold out of Donegal Group Class A (DGICA) in Q2 2023, closing a stake of 20,050 shares — an estimated $291K sold.

CM Wealth Advisors first reported a position in DGICA in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 87 funds tracked by Wall St. Rank hold DGICA as of Q2 2023.

  • CM Wealth Advisors reported no remaining Donegal Group Class A position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 20,050 Donegal Group Class A shares in Q2 2023, an estimated $291K.
  • CM Wealth Advisors first reported a position in Donegal Group Class A in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Donegal Group Class A position peaked at $291K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.