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Lewis Asset Management’s Donegal Group Class A DGICA Stock Holding History

Lewis Asset 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
2024
Q2 		– Sell
-10,902
Closed -$154K – 118
2024
Q1 		$154K Sell
10,902
-2,933
-21% -$41.6K 0.13% 114
2023
Q4 		$194K Buy
+13,835
New +$197K 0.18% 105

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Lewis Asset Management's DGICA Position: Q2 2024 in Review

Lewis Asset Management sold out of Donegal Group Class A (DGICA) in Q2 2024, closing a stake of 10,902 shares — an estimated $154K sold.

Lewis Asset Management first reported a position in DGICA in Q4 2023 and held it in 2 quarters. The position peaked at $194K in Q4 2023. 95 funds tracked by Wall St. Rank hold DGICA as of Q2 2024.

  • Lewis Asset Management reported no remaining Donegal Group Class A position as of Q2 2024 after selling out during the quarter.
  • Lewis Asset Management sold 10,902 Donegal Group Class A shares in Q2 2024, an estimated $154K.
  • Lewis Asset Management first reported a position in Donegal Group Class A in Q4 2023 and held it in 2 quarters.
  • Lewis Asset Management's Donegal Group Class A position peaked at $194K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2024.

Based on Lewis Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.