Logan Capital Management’s Donegal Group Class B DGICB Stock Holding History

Logan Capital Management’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
2026 Q3	$2.34M	Hold	135,185	–	–	0.09%	162
2026 Q2	$2.94M	Buy	+135,185	New	+$2.63M	0.11%	152
2026 Q1	–	Sell	-135,185	Closed	-$2.25M	–	340
2025 Q4	$2.39M	Hold	135,185	–	–	0.1%	162
2025 Q3	$2.25M	Hold	135,185	–	–	0.09%	160
2025 Q2	$2.37M	Hold	135,185	–	–	0.11%	154
2025 Q1	$2.2M	Hold	135,185	–	–	0.1%	165
2024 Q4	$1.91M	Hold	135,185	–	–	0.08%	182
2024 Q3	$1.77M	Hold	135,185	–	–	0.07%	193
2024 Q2	$1.59M	Hold	135,185	–	–	0.07%	192
2024 Q1	$1.72M	Hold	135,185	–	–	0.07%	190
2023 Q4	$1.79M	Hold	135,185	–	–	0.08%	184
2023 Q3	$1.92M	Hold	135,185	–	–	0.1%	172
2023 Q2	$1.88M	Hold	135,185	–	–	0.09%	174
2023 Q1	$2.03M	Hold	135,185	–	–	0.1%	175
2022 Q4	$2.4M	Hold	135,185	–	–	0.12%	156
2022 Q3	$1.91M	Hold	135,185	–	–	0.11%	164
2022 Q2	$2.26M	Hold	135,185	–	–	0.13%	152
2022 Q1	$1.79M	Hold	135,185	–	–	0.09%	177
2021 Q4	$1.71M	Hold	135,185	–	–	0.07%	183
2021 Q3	$1.83M	Hold	135,185	–	–	0.09%	171
2021 Q2	$1.88M	Hold	135,185	–	–	0.09%	168
2021 Q1	$1.74M	Hold	135,185	–	–	0.09%	164
2020 Q4	$1.6M	Hold	135,185	–	–	0.08%	167
2020 Q3	$1.54M	Hold	135,185	–	–	0.08%	204
2020 Q2	$1.54M	Hold	135,185	–	–	0.09%	152
2020 Q1	$1.81M	Hold	135,185	–	–	0.13%	148
2019 Q4	$1.63M	Hold	135,185	–	–	0.09%	160
2019 Q3	$1.69M	Hold	135,185	–	–	0.1%	151
2019 Q2	$1.76M	Hold	135,185	–	–	0.1%	148
2019 Q1	$1.6M	Hold	135,185	–	–	0.1%	150
2018 Q4	$1.6M	Hold	135,185	–	–	0.13%	128
2018 Q3	$1.86M	Hold	135,185	–	–	0.12%	127
2018 Q2	$1.78M	Hold	135,185	–	–	0.12%	125
2018 Q1	$1.89M	Hold	135,185	–	–	0.13%	116
2017 Q4	$2.06M	Hold	135,185	–	–	0.14%	116
2017 Q3	$1.87M	Hold	135,185	–	–	0.13%	112
2017 Q2	$1.96M	Hold	135,185	–	–	0.15%	108
2017 Q1	$2.16M	Hold	135,185	–	–	0.17%	101
2016 Q4	$2.2M	Hold	135,185	–	–	0.18%	103
2016 Q3	$2.21M	Hold	135,185	–	–	0.18%	102
2016 Q2	$2.05M	Hold	135,185	–	–	0.17%	102
2016 Q1	$1.24M	Hold	135,185	–	–	0.1%	138
2015 Q4	$2.18M	Hold	135,185	–	–	0.17%	107
2015 Q3	$2.51M	Hold	135,185	–	–	0.21%	98
2015 Q2	$2.72M	Hold	135,185	–	–	0.2%	102
2015 Q1	$2.57M	Hold	135,185	–	–	0.18%	103
2014 Q4	$3.31M	Hold	135,185	–	–	0.24%	97
2014 Q3	$3.12M	Hold	135,185	–	–	0.22%	92
2014 Q2	$2.84M	Hold	135,185	–	–	0.2%	95
2014 Q1	$3.36M	Hold	135,185	–	–	0.24%	91
2013 Q4	$3.2M	Hold	135,185	–	–	0.23%	90
2013 Q3	$2.64M	Hold	135,185	–	–	0.2%	94
2013 Q2	$2.33M	Buy	+135,185	New	+$2.92M	0.19%	95

Other funds holding DGICB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 36.03% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Logan Capital Management's DGICB Position: Q3 2026 in Review

Logan Capital Management held its Donegal Group Class B (DGICB) position steady in Q3 2026 at 135,185 shares worth $2.34M. The position accounts for 0.09% of the portfolio, ranked #162.

Logan Capital Management first reported a position in DGICB in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.36M in Q1 2014. 11 funds tracked by Wall St. Rank hold DGICB as of Q3 2026.

Logan Capital Management held 135,185 shares of Donegal Group Class B worth $2.34M as of Q3 2026.
Logan Capital Management left its Donegal Group Class B share count unchanged in Q3 2026.
Donegal Group Class B made up 0.09% of Logan Capital Management's portfolio in Q3 2026, its #162 holding.
Logan Capital Management first reported a position in Donegal Group Class B in Q2 2013 and has held it in 53 quarters since.
Logan Capital Management's Donegal Group Class B position peaked at $3.36M in Q1 2014.
11 funds tracked by Wall St. Rank held Donegal Group Class B as of Q3 2026.

Based on Logan Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.