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

HighMark 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
2025 Q3	–	Sell	-113	Closed	-$2.26K	–	627
2025 Q2	$2.26K	Hold	113	–	–	﹤0.01%	479
2025 Q1	$2.22K	Hold	113	–	–	﹤0.01%	441
2024 Q4	$1.75K	Hold	113	–	–	﹤0.01%	465
2024 Q3	$1.67K	Hold	113	–	–	﹤0.01%	489
2024 Q2	$1.46K	Buy	+113	New	+$1.5K	﹤0.01%	488

Other funds holding DGICA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORIO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

HighMark Wealth Management's DGICA Position: Q3 2025 in Review

HighMark Wealth Management sold out of Donegal Group Class A (DGICA) in Q3 2025, closing a stake of 113 shares — an estimated $2.26K sold.

HighMark Wealth Management first reported a position in DGICA in Q2 2024 and held it in 5 quarters. The position peaked at $2.26K in Q2 2025. 150 funds tracked by Wall St. Rank hold DGICA as of Q3 2025.

HighMark Wealth Management reported no remaining Donegal Group Class A position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 113 Donegal Group Class A shares in Q3 2025, an estimated $2.26K.
HighMark Wealth Management first reported a position in Donegal Group Class A in Q2 2024 and held it in 5 quarters.
HighMark Wealth Management's Donegal Group Class A position peaked at $2.26K in Q2 2025.
150 funds tracked by Wall St. Rank held Donegal Group Class A as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.