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UMB Bank’s Donegal Group Class A DGICA Stock Holding History

UMB Bank’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
2023
Q4 		– Sell
-106
Closed -$1.51K – 1640
2023
Q3 		$1.51K Hold
106
– – ﹤0.01% 1556
2023
Q2 		$1.53K Hold
106
– – ﹤0.01% 1540
2023
Q1 		$1.62K Hold
106
– – ﹤0.01% 1543
2022
Q4 		$2K Buy
+106
New +$1.54K ﹤0.01% 1541

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

UMB Bank's DGICA Position: Q4 2023 in Review

UMB Bank sold out of Donegal Group Class A (DGICA) in Q4 2023, closing a stake of 106 shares — an estimated $1.51K sold.

UMB Bank first reported a position in DGICA in Q4 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2022. 88 funds tracked by Wall St. Rank hold DGICA as of Q4 2023.

  • UMB Bank reported no remaining Donegal Group Class A position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 106 Donegal Group Class A shares in Q4 2023, an estimated $1.51K.
  • UMB Bank first reported a position in Donegal Group Class A in Q4 2022 and held it in 4 quarters.
  • UMB Bank's Donegal Group Class A position peaked at $2K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held Donegal Group Class A as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.