Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Donegal Group Class A DGICA Stock Holding History

Steward Partners Investment Advisory’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 		$160K Hold
8,500
– – ﹤0.01% 2340
2026
Q1 		$146K Buy
+8,500
New +$154K ﹤0.01% 2173
2021
Q2 		– Sell
-1,000
Closed -$14.9K – 7157
2021
Q1 		$14.9K Buy
+1,000
New +$14.3K ﹤0.01% 2604

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's DGICA Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Donegal Group Class A (DGICA) position steady in Q2 2026 at 8,500 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Steward Partners Investment Advisory first reported a position in DGICA in Q1 2021 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Steward Partners Investment Advisory held 8,500 shares of Donegal Group Class A worth $160K as of Q2 2026.
  • Steward Partners Investment Advisory left its Donegal Group Class A share count unchanged in Q2 2026.
  • Donegal Group Class A made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2340 holding.
  • Steward Partners Investment Advisory first reported a position in Donegal Group Class A in Q1 2021 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.