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True Wealth Design’s Donegal Group Class A DGICA Stock Holding History

True Wealth Design’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 		$1.45K Sell
77
-2
-3% -$35 ﹤0.01% 1835
2026
Q1 		$1.36K Sell
79
-4
-5% -$73 ﹤0.01% 1690
2025
Q4 		$1.66K Buy
83
+3
+4% +$59 ﹤0.01% 1520
2025
Q3 		$1.55K Sell
80
-11
-12% -$201 ﹤0.01% 1573
2025
Q2 		$1.82K Buy
91
+3
+3% +$58 ﹤0.01% 1217
2025
Q1 		$1.73K Sell
88
-41
-32% -$666 ﹤0.01% 1059
2024
Q4 		$2K Buy
+129
New +$2.01K ﹤0.01% 736

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

True Wealth Design's DGICA Position: Q2 2026 in Review

True Wealth Design reduced its Donegal Group Class A (DGICA) stake by 2.5% in Q2 2026, selling an estimated $35 and leaving 77 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

True Wealth Design first reported a position in DGICA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2K in Q4 2024. 153 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • True Wealth Design held 77 shares of Donegal Group Class A worth $1.45K as of Q2 2026.
  • True Wealth Design sold 2 Donegal Group Class A shares in Q2 2026, an estimated $35.
  • Donegal Group Class A made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1835 holding.
  • True Wealth Design first reported a position in Donegal Group Class A in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Donegal Group Class A position peaked at $2K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.