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DGICB

NewEdge Advisors’s Donegal Group Class B DGICB Stock Holding History

NewEdge Advisors’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
2025
Q2 		– Sell
-2
Closed -$32 – 4025
2025
Q1 		$32 Buy
+2
New +$29 ﹤0.01% 3874

Other funds holding DGICB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's DGICB Position: Q2 2025 in Review

NewEdge Advisors sold out of Donegal Group Class B (DGICB) in Q2 2025, closing a stake of 2 shares — an estimated $32 sold.

NewEdge Advisors first reported a position in DGICB in Q1 2025 and held it in 1 quarter. The position peaked at $32 in Q1 2025. 12 funds tracked by Wall St. Rank hold DGICB as of Q2 2025.

  • NewEdge Advisors reported no remaining Donegal Group Class B position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2 Donegal Group Class B shares in Q2 2025, an estimated $32.
  • NewEdge Advisors first reported a position in Donegal Group Class B in Q1 2025 and held it in 1 quarter.
  • NewEdge Advisors's Donegal Group Class B position peaked at $32 in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Donegal Group Class B as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.