EWA
DGICB

EverSource Wealth Advisors’s Donegal Group Class B DGICB Stock Holding History

EverSource Wealth Advisors’s Portfolio DGICB Stock Details DGICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-59
Closed -$981 – 4305
2025
Q3 		$981 Sell
59
-20
-25% -$308 ﹤0.01% 3766
2025
Q2 		$1.39K Buy
+79
New +$1.36K ﹤0.01% 3632

Other funds holding DGICB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EverSource Wealth Advisors's DGICB Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Donegal Group Class B (DGICB) in Q4 2025, closing a stake of 59 shares — an estimated $981 sold.

EverSource Wealth Advisors first reported a position in DGICB in Q2 2025 and held it in 2 quarters. The position peaked at $1.39K in Q2 2025. 10 funds tracked by Wall St. Rank hold DGICB as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Donegal Group Class B position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 59 Donegal Group Class B shares in Q4 2025, an estimated $981.
  • EverSource Wealth Advisors first reported a position in Donegal Group Class B in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Donegal Group Class B position peaked at $1.39K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Donegal Group Class B as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.