Raymond James Financial
DGICB

Raymond James Financial’s Donegal Group Class B DGICB Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-5,231
Closed -$93K – 5415
2025
Q2 		$93K Buy
+5,231
New +$90.4K ﹤0.01% 4909

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial's DGICB Position: Q3 2025 in Review

Raymond James Financial sold out of Donegal Group Class B (DGICB) in Q3 2025, closing a stake of 5,231 shares — an estimated $93K sold.

Raymond James Financial first reported a position in DGICB in Q2 2025 and held it in 1 quarter. The position peaked at $93K in Q2 2025. 12 funds tracked by Wall St. Rank hold DGICB as of Q3 2025.

  • Raymond James Financial reported no remaining Donegal Group Class B position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 5,231 Donegal Group Class B shares in Q3 2025, an estimated $93K.
  • Raymond James Financial first reported a position in Donegal Group Class B in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Donegal Group Class B position peaked at $93K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Donegal Group Class B as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.