EWM
DGICA icon

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

Empirical 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
2026
Q2 		$846K Buy
44,875
+8,126
+22% +$141K 0.01% 456
2026
Q1 		$631K Buy
36,749
+11,386
+45% +$207K 0.01% 495
2025
Q4 		$507K Buy
+25,363
New +$498K 0.01% 515

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Empirical Wealth Management's DGICA Position: Q2 2026 in Review

Empirical Wealth Management increased its Donegal Group Class A (DGICA) stake by 22% in Q2 2026, buying an estimated $141K and bringing the position to 44,875 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #456.

Empirical Wealth Management first reported a position in DGICA in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Empirical Wealth Management held 44,875 shares of Donegal Group Class A worth $846K as of Q2 2026.
  • Empirical Wealth Management bought 8,126 Donegal Group Class A shares in Q2 2026, an estimated $141K.
  • Donegal Group Class A made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Empirical Wealth Management first reported a position in Donegal Group Class A in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.