UBS Group
DGICB

UBS Group’s Donegal Group Class B DGICB Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-84
Closed -$1.34K – 10347
2025
Q1 		$1.34K Sell
84
-202
-71% -$2.98K ﹤0.01% 9532
2024
Q4 		$4.04K Buy
+286
New +$4.04K ﹤0.01% 8795
2024
Q1 		– Sell
-2
Closed -$29 – 9434
2023
Q4 		$29 Buy
+2
New +$27 ﹤0.01% 9045
2023
Q2 		– Sell
-2,337
Closed -$35.1K – 9037
2023
Q1 		$35.1K Buy
2,337
+899
+63% +$13.8K ﹤0.01% 6686
2022
Q4 		$23.4K Buy
+1,438
New +$22.7K ﹤0.01% 7489
2022
Q1 		– Sell
-465
Closed -$6K – 10364
2021
Q4 		$6K Sell
465
-7
-1% -$95 ﹤0.01% 9263
2021
Q3 		$6K Sell
472
-204
-30% -$3K ﹤0.01% 8413
2021
Q2 		$9K Sell
676
-442
-40% -$6.5K ﹤0.01% 8130
2021
Q1 		$15K Buy
1,118
+121
+12% +$1.57K ﹤0.01% 7623
2020
Q4 		$12K Sell
997
-22
-2% -$273 ﹤0.01% 7340
2020
Q3 		$12K Sell
1,019
-95
-9% -$1.13K ﹤0.01% 6692
2020
Q2 		$13K Sell
1,114
-1
-0.1% -$13 ﹤0.01% 6827
2020
Q1 		$15K Sell
1,115
-18
-2% -$218 ﹤0.01% 6671
2019
Q4 		$14K Sell
1,133
-84
-7% -$1.06K ﹤0.01% 7086
2019
Q3 		$15K Hold
1,217
– – ﹤0.01% 6905
2019
Q2 		$16K Buy
1,217
+15
+1% +$196 ﹤0.01% 6760
2019
Q1 		$14K Buy
1,202
+1
+0.1% +$12 ﹤0.01% 6584
2018
Q4 		$14K Sell
1,201
-100
-8% -$1.28K ﹤0.01% 7032
2018
Q3 		$18K Buy
1,301
+150
+13% +$2.05K ﹤0.01% 6858
2018
Q2 		$15K Sell
1,151
-115
-9% -$1.58K ﹤0.01% 6883
2018
Q1 		$18K Buy
1,266
+617
+95% +$9.02K ﹤0.01% 6469
2017
Q4 		$10K Hold
649
– – ﹤0.01% 7009
2017
Q3 		$9K Hold
649
– – ﹤0.01% 6943
2017
Q2 		$9K Buy
+649
New +$9.98K ﹤0.01% 6837
2017
Q1 		– Sell
-906
Closed -$15K – 7700
2016
Q4 		$15K Buy
906
+199
+28% +$3.51K ﹤0.01% 6677
2016
Q3 		$12K Buy
707
+310
+78% +$5.43K ﹤0.01% 6650
2016
Q2 		$6K Sell
397
-1,103
-74% -$15.6K ﹤0.01% 7031
2016
Q1 		$14K Sell
1,500
-3
-0.2% -$43 ﹤0.01% 6441
2015
Q4 		$24K Buy
1,503
+362
+32% +$6.29K ﹤0.01% 6550
2015
Q3 		$21K Sell
1,141
-325
-22% -$6.36K ﹤0.01% 6633
2015
Q2 		$26K Sell
1,466
-2
-0.1% -$39 ﹤0.01% 6622
2015
Q1 		$28K Buy
1,468
+49
+3% +$1.09K ﹤0.01% 6615
2014
Q4 		$30K Buy
+1,419
New +$30.8K ﹤0.01% 7109

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's DGICB Position: Q2 2025 in Review

UBS Group sold out of Donegal Group Class B (DGICB) in Q2 2025, closing a stake of 84 shares — an estimated $1.34K sold.

UBS Group first reported a position in DGICB in Q4 2014 and held it in 33 quarters. The position peaked at $35.1K in Q1 2023. 12 funds tracked by Wall St. Rank hold DGICB as of Q2 2025.

  • UBS Group reported no remaining Donegal Group Class B position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 84 Donegal Group Class B shares in Q2 2025, an estimated $1.34K.
  • UBS Group first reported a position in Donegal Group Class B in Q4 2014 and held it in 33 quarters.
  • UBS Group's Donegal Group Class B position peaked at $35.1K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Donegal Group Class B as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.