UBS AM’s Donegal Group Class A DGICA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.54M | Buy |
77,005
+15,960
| +26% | +$320K | ﹤0.01% | 2253 |
|
2025
Q1 | $1.2M | Sell |
61,045
-5,209
| -8% | -$102K | ﹤0.01% | 2228 |
|
2024
Q4 | $1.02M | Buy |
66,254
+5,487
| +9% | +$84.9K | ﹤0.01% | 2350 |
|
2024
Q3 | $896K | Buy |
60,767
+17,125
| +39% | +$252K | ﹤0.01% | 2452 |
|
2024
Q2 | $562K | Buy |
43,642
+22,115
| +103% | +$285K | ﹤0.01% | 2599 |
|
2024
Q1 | $304K | Hold |
21,527
| – | – | ﹤0.01% | 2394 |
|
2023
Q4 | $301K | Hold |
21,527
| – | – | ﹤0.01% | 2418 |
|
2023
Q3 | $307K | Hold |
21,527
| – | – | ﹤0.01% | 2427 |
|
2023
Q2 | $329K | Hold |
21,527
| – | – | ﹤0.01% | 2450 |
|
2023
Q1 | $329K | Hold |
21,527
| – | – | ﹤0.01% | 2450 |
|
2022
Q4 | $306K | Buy |
+21,527
| New | +$306K | ﹤0.01% | 2326 |
|