M&R Capital Management’s Donegal Group Class A DGICA Stock Holding History

M&R Capital 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 Q3	$9.32K	Buy	633 +133	+27%	+$1.92K	﹤0.01%	402
2024 Q2	$6.44K	Sell	500 -409	-45%	-$5.43K	﹤0.01%	421
2024 Q1	$12.9K	Buy	909 +404	+80%	+$5.73K	﹤0.01%	344
2023 Q4	$7.06K	Buy	505 +5	+1%	+$71	﹤0.01%	449
2023 Q3	$7.13K	Hold	500	–	–	﹤0.01%	426
2023 Q2	$7.21K	Hold	500	–	–	﹤0.01%	425
2023 Q1	$7.64K	Sell	500 -100	-17%	-$1.5K	﹤0.01%	406
2022 Q4	$8.52K	Buy	+600	New	+$8.72K	﹤0.01%	371

Other funds holding DGICA

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

M&R Capital Management's DGICA Position: Q3 2024 in Review

M&R Capital Management increased its Donegal Group Class A (DGICA) stake by 27% in Q3 2024, buying an estimated $1.92K and bringing the position to 633 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

M&R Capital Management first reported a position in DGICA in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.9K in Q1 2024. 99 funds tracked by Wall St. Rank hold DGICA as of Q3 2024.

M&R Capital Management held 633 shares of Donegal Group Class A worth $9.32K as of Q3 2024.
M&R Capital Management bought 133 Donegal Group Class A shares in Q3 2024, an estimated $1.92K.
Donegal Group Class A made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #402 holding.
M&R Capital Management first reported a position in Donegal Group Class A in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's Donegal Group Class A position peaked at $12.9K in Q1 2024.
99 funds tracked by Wall St. Rank held Donegal Group Class A as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.