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

EverSource 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
2026 Q2	$19.8K	Buy	1,049 +281	+37%	+$4.88K	﹤0.01%	2439
2026 Q1	$13.2K	Sell	768 -410	-35%	-$7.45K	﹤0.01%	2766
2025 Q4	$23.5K	Sell	1,178 -2,149	-65%	-$42.2K	﹤0.01%	2277
2025 Q3	$64.5K	Sell	3,327 -352	-10%	-$6.43K	﹤0.01%	1523
2025 Q2	$73.7K	Buy	3,679 +2,975	+423%	+$57.7K	﹤0.01%	1371
2025 Q1	$13.8K	Sell	704 -22	-3%	-$358	﹤0.01%	1913
2024 Q4	$11.2K	Buy	726 +80	+12%	+$1.24K	﹤0.01%	1927
2024 Q3	$9.52K	Hold	646	–	–	﹤0.01%	1896
2024 Q2	$9.52K	Buy	+646	New	+$8.58K	﹤0.01%	1886

Other funds holding DGICA

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

EverSource Wealth Advisors's DGICA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Donegal Group Class A (DGICA) stake by 37% in Q2 2026, buying an estimated $4.88K and bringing the position to 1,049 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

EverSource Wealth Advisors first reported a position in DGICA in Q2 2024 and has held it in 9 quarters since. The position peaked at $73.7K in Q2 2025. 48 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

EverSource Wealth Advisors held 1,049 shares of Donegal Group Class A worth $19.8K as of Q2 2026.
EverSource Wealth Advisors bought 281 Donegal Group Class A shares in Q2 2026, an estimated $4.88K.
Donegal Group Class A made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2439 holding.
EverSource Wealth Advisors first reported a position in Donegal Group Class A in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Donegal Group Class A position peaked at $73.7K in Q2 2025.
48 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.