MWP
DGICA icon

Meridian Wealth Partners’s Donegal Group Class A DGICA Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-55
Closed -$1K – 399
2021
Q1 		$1K Buy
+55
New +$787 ﹤0.01% 1145

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's DGICA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Donegal Group Class A (DGICA) in Q2 2021, closing a stake of 55 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in DGICA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 86 funds tracked by Wall St. Rank hold DGICA as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Donegal Group Class A position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 55 Donegal Group Class A shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Donegal Group Class A in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Donegal Group Class A position peaked at $1K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.