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 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	$1.59M	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	$3.35M	Hold	135,185	–	–	0.24%	91
2013 Q4	$3.2M	Hold	135,185	–	–	0.23%	90
2013 Q3	$2.63M	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 $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Logan Capital Management's DGICB Position: Q1 2026 in Review

Logan Capital Management sold out of Donegal Group Class B (DGICB) in Q1 2026, closing a stake of 135,185 shares — an estimated $2.25M sold.

Logan Capital Management first reported a position in DGICB in Q2 2013 and held it in 51 quarters. The position peaked at $3.35M in Q1 2014. 12 funds tracked by Wall St. Rank hold DGICB as of Q1 2026.

Logan Capital Management reported no remaining Donegal Group Class B position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 135,185 Donegal Group Class B shares in Q1 2026, an estimated $2.25M.
Logan Capital Management first reported a position in Donegal Group Class B in Q2 2013 and held it in 51 quarters.
Logan Capital Management's Donegal Group Class B position peaked at $3.35M in Q1 2014.
12 funds tracked by Wall St. Rank held Donegal Group Class B as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.