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Pinnacle Wealth Planning Services’s Donegal Group Class A DGICA Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		– Sell
-362
Closed -$7.23K – 2770
2025
Q4 		$7.23K Buy
+362
New +$7.11K ﹤0.01% 2147

Other funds holding DGICA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's DGICA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Donegal Group Class A (DGICA) in Q1 2026, closing a stake of 362 shares — an estimated $7.23K sold.

Pinnacle Wealth Planning Services first reported a position in DGICA in Q4 2025 and held it in 1 quarter. The position peaked at $7.23K in Q4 2025. 156 funds tracked by Wall St. Rank hold DGICA as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Donegal Group Class A position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 362 Donegal Group Class A shares in Q1 2026, an estimated $7.23K.
  • Pinnacle Wealth Planning Services first reported a position in Donegal Group Class A in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Donegal Group Class A position peaked at $7.23K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Donegal Group Class A as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.