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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return