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

Dakota 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 		– Sell
-24,206
Closed -$357K – 763
2024
Q3 		$357K Sell
24,206
-20,531
-46% -$296K 0.01% 562
2024
Q2 		$576K Hold
44,737
– – 0.01% 483
2024
Q1 		$633K Hold
44,737
– – 0.02% 465
2023
Q4 		$626K Buy
+44,737
New +$638K 0.02% 388

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
Renaissance Technologies
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
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
Morgan Stanley
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

Dakota Wealth Management's DGICA Position: Q4 2024 in Review

Dakota Wealth Management sold out of Donegal Group Class A (DGICA) in Q4 2024, closing a stake of 24,206 shares — an estimated $357K sold.

Dakota Wealth Management first reported a position in DGICA in Q4 2023 and held it in 4 quarters. The position peaked at $633K in Q1 2024. 131 funds tracked by Wall St. Rank hold DGICA as of Q4 2024.

  • Dakota Wealth Management reported no remaining Donegal Group Class A position as of Q4 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 24,206 Donegal Group Class A shares in Q4 2024, an estimated $357K.
  • Dakota Wealth Management first reported a position in Donegal Group Class A in Q4 2023 and held it in 4 quarters.
  • Dakota Wealth Management's Donegal Group Class A position peaked at $633K in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Donegal Group Class A as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.