IAG Wealth Partners
DGICA icon

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
Q3 		$173K Sell
9,736
-156
-2% -$2.95K 0.02% 135
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Caldwell Sutter Capital
Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Philadelphia Trust Company
Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IAG Wealth Partners's DGICA Position: Q3 2026 in Review

IAG Wealth Partners reduced its Donegal Group Class A (DGICA) stake by 1.6% in Q3 2026, selling an estimated $2.95K and leaving 9,736 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #135.

IAG Wealth Partners first reported a position in DGICA in Q3 2025 and has held it in 5 quarters since. The position peaked at $198K in Q4 2025. 66 funds tracked by Wall St. Rank hold DGICA as of Q3 2026.

  • IAG Wealth Partners held 9,736 shares of Donegal Group Class A worth $173K as of Q3 2026.
  • IAG Wealth Partners sold 156 Donegal Group Class A shares in Q3 2026, an estimated $2.95K.
  • Donegal Group Class A made up 0.02% of IAG Wealth Partners's portfolio in Q3 2026, its #135 holding.
  • IAG Wealth Partners first reported a position in Donegal Group Class A in Q3 2025 and has held it in 5 quarters since.
  • IAG Wealth Partners's Donegal Group Class A position peaked at $198K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Donegal Group Class A as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.