Janney Montgomery Scott
DGICB

Janney Montgomery Scott’s Donegal Group Class B DGICB Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-13,850
Closed -$195K – 2704
2024
Q4 		$195K Hold
13,850
– – ﹤0.01% 2559
2024
Q3 		$178K Sell
13,850
-6,000
-30% -$73.9K ﹤0.01% 2529
2024
Q2 		$221K Sell
19,850
-7,500
-27% -$93.7K ﹤0.01% 2396
2024
Q1 		$349K Sell
27,350
-5,853
-18% -$83.9K ﹤0.01% 2238
2023
Q4 		$482K Sell
33,203
-500
-1% -$6.79K ﹤0.01% 1928
2023
Q3 		$462K Sell
33,703
-500
-1% -$6.94K ﹤0.01% 1814
2023
Q2 		$455K Sell
34,203
-4,000
-10% -$57.1K ﹤0.01% 1947
2023
Q1 		$575K Sell
38,203
-2,103
-5% -$32.4K ﹤0.01% 1636
2022
Q4 		$656K Sell
40,306
-1,009
-2% -$15.9K ﹤0.01% 1594
2022
Q3 		$583K Buy
41,315
+322
+0.8% +$4.93K ﹤0.01% 1599
2022
Q2 		$662K Buy
40,993
+600
+1% +$8.98K ﹤0.01% 1454
2022
Q1 		$528K Buy
40,393
+6,203
+18% +$84.4K ﹤0.01% 1583
2021
Q4 		$461K Buy
34,190
+200
+0.6% +$2.71K ﹤0.01% 1769
2021
Q3 		$444K Hold
33,990
– – ﹤0.01% 1728
2021
Q2 		$451K Buy
33,990
+1,699
+5% +$25K ﹤0.01% 1697
2021
Q1 		$435K Buy
32,291
+6,741
+26% +$87.5K ﹤0.01% 1627
2020
Q4 		$302K Sell
25,550
-400
-2% -$4.97K ﹤0.01% 1883
2020
Q3 		$296K Buy
25,950
+1,000
+4% +$11.9K ﹤0.01% 1705
2020
Q2 		$285K Buy
24,950
+10,377
+71% +$131K ﹤0.01% 1655
2020
Q1 		$195K Buy
14,573
+2,316
+19% +$28K ﹤0.01% 1684
2019
Q4 		$148K Buy
12,257
+1,080
+10% +$13.7K ﹤0.01% 1980
2019
Q3 		$140K Buy
11,177
+667
+6% +$8.92K ﹤0.01% 1954
2019
Q2 		$137K Buy
+10,510
New +$137K ﹤0.01% 1969

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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's DGICB Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Donegal Group Class B (DGICB) in Q1 2025, closing a stake of 13,850 shares — an estimated $195K sold.

Janney Montgomery Scott first reported a position in DGICB in Q2 2019 and held it in 23 quarters. The position peaked at $662K in Q2 2022. 13 funds tracked by Wall St. Rank hold DGICB as of Q1 2025.

  • Janney Montgomery Scott reported no remaining Donegal Group Class B position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 13,850 Donegal Group Class B shares in Q1 2025, an estimated $195K.
  • Janney Montgomery Scott first reported a position in Donegal Group Class B in Q2 2019 and held it in 23 quarters.
  • Janney Montgomery Scott's Donegal Group Class B position peaked at $662K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held Donegal Group Class B as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.