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IAG Wealth Partners’s Donegal Group Class A DGICA Stock Holding History

IAG Wealth Partners’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 		$187K Hold
9,892
– – 0.02% 130
2026
Q1 		$170K Hold
9,892
– – 0.02% 128
2025
Q4 		$198K Hold
9,892
– – 0.02% 121
2025
Q3 		$192K Buy
+9,892
New +$181K 0.02% 120

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

IAG Wealth Partners's DGICA Position: Q2 2026 in Review

IAG Wealth Partners held its Donegal Group Class A (DGICA) position steady in Q2 2026 at 9,892 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #130.

IAG Wealth Partners first reported a position in DGICA in Q3 2025 and has held it in 4 quarters since. The position peaked at $198K in Q4 2025. 154 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • IAG Wealth Partners held 9,892 shares of Donegal Group Class A worth $187K as of Q2 2026.
  • IAG Wealth Partners left its Donegal Group Class A share count unchanged in Q2 2026.
  • Donegal Group Class A made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • IAG Wealth Partners first reported a position in Donegal Group Class A in Q3 2025 and has held it in 4 quarters since.
  • IAG Wealth Partners's Donegal Group Class A position peaked at $198K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.