Creative Planning’s Donegal Group Class A DGICA Stock Holding History

Creative Planning’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	$3.01M	Buy	159,860 +36,100	+29%	+$627K	﹤0.01%	1780
2026 Q1	$2.13M	Sell	123,760 -37,775	-23%	-$686K	﹤0.01%	1841
2025 Q4	$3.23M	Buy	161,535 +6,149	+4%	+$121K	﹤0.01%	1334
2025 Q3	$3.01M	Buy	155,386 +4,251	+3%	+$77.7K	﹤0.01%	1223
2025 Q2	$3.03M	Buy	151,135 +27,757	+22%	+$538K	﹤0.01%	1030
2025 Q1	$2.42M	Buy	123,378 +98,675	+399%	+$1.6M	﹤0.01%	1062
2024 Q4	$382K	Buy	+24,703	New	+$384K	﹤0.01%	2473
2016 Q3	–	Sell	-1,000	Closed	-$16K	–	4598
2016 Q2	$16K	Hold	1,000	–	–	﹤0.01%	2937
2016 Q1	$14K	Hold	1,000	–	–	﹤0.01%	3002
2015 Q4	$14K	Hold	1,000	–	–	﹤0.01%	3064
2015 Q3	$14K	Buy	+1,000	New	+$14.5K	﹤0.01%	2986
2015 Q2	–	Sell	-1,000	Closed	-$16K	–	1538
2015 Q1	$16K	Hold	1,000	–	–	﹤0.01%	2873
2014 Q4	$16K	Hold	1,000	–	–	﹤0.01%	2809
2014 Q3	$15K	Hold	1,000	–	–	﹤0.01%	2699
2014 Q2	$15K	Hold	1,000	–	–	﹤0.01%	2656
2014 Q1	$15K	Hold	1,000	–	–	﹤0.01%	2545
2013 Q4	$16K	Buy	+1,000	New	+$15.8K	﹤0.01%	2310

Other funds holding DGICA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Creative Planning's DGICA Position: Q2 2026 in Review

Creative Planning increased its Donegal Group Class A (DGICA) stake by 29% in Q2 2026, buying an estimated $627K and bringing the position to 159,860 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Creative Planning first reported a position in DGICA in Q4 2013 and has held it in 17 quarters since. The position peaked at $3.23M in Q4 2025. 154 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

Creative Planning held 159,860 shares of Donegal Group Class A worth $3.01M as of Q2 2026.
Creative Planning bought 36,100 Donegal Group Class A shares in Q2 2026, an estimated $627K.
Donegal Group Class A made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1780 holding.
Creative Planning first reported a position in Donegal Group Class A in Q4 2013 and has held it in 17 quarters since.
Creative Planning's Donegal Group Class A position peaked at $3.23M in Q4 2025.
154 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.