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Root Financial Partners’s Donegal Group Class A DGICA Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-74
Closed -$1.27K – 1109
2026
Q1 		$1.27K Buy
74
+28
+61% +$509 ﹤0.01% 2504
2025
Q4 		$919 Hold
46
– – ﹤0.01% 2115
2025
Q3 		$892 Buy
+46
New +$841 ﹤0.01% 2077

Other funds holding DGICA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Root Financial Partners's DGICA Position: Q2 2026 in Review

Root Financial Partners sold out of Donegal Group Class A (DGICA) in Q2 2026, closing a stake of 74 shares — an estimated $1.27K sold.

Root Financial Partners first reported a position in DGICA in Q3 2025 and held it in 3 quarters. The position peaked at $1.27K in Q1 2026. 153 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Root Financial Partners reported no remaining Donegal Group Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 74 Donegal Group Class A shares in Q2 2026, an estimated $1.27K.
  • Root Financial Partners first reported a position in Donegal Group Class A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Donegal Group Class A position peaked at $1.27K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.