SOW
DGICB

State of Wyoming’s Donegal Group Class B DGICB Stock Holding History

State of Wyoming’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
2023
Q4 		– Sell
-82
Closed -$1.16K – 1652
2023
Q3 		$1.16K Buy
+82
New +$1.14K ﹤0.01% 1573

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 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

State of Wyoming's DGICB Position: Q4 2023 in Review

State of Wyoming sold out of Donegal Group Class B (DGICB) in Q4 2023, closing a stake of 82 shares — an estimated $1.16K sold.

State of Wyoming first reported a position in DGICB in Q3 2023 and held it in 1 quarter. The position peaked at $1.16K in Q3 2023. 13 funds tracked by Wall St. Rank hold DGICB as of Q4 2023.

  • State of Wyoming reported no remaining Donegal Group Class B position as of Q4 2023 after selling out during the quarter.
  • State of Wyoming sold 82 Donegal Group Class B shares in Q4 2023, an estimated $1.16K.
  • State of Wyoming first reported a position in Donegal Group Class B in Q3 2023 and held it in 1 quarter.
  • State of Wyoming's Donegal Group Class B position peaked at $1.16K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Donegal Group Class B as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.