Wealth Enhancement Advisory Services
DGICA icon

Wealth Enhancement Advisory Services’s Donegal Group Class A DGICA Stock Holding History

Wealth Enhancement Advisory Services’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 		$395K Buy
20,946
+866
+4% +$15K ﹤0.01% 2924
2026
Q1 		$347K Sell
20,080
-1,080
-5% -$19.6K ﹤0.01% 2634
2025
Q4 		$415K Buy
21,160
+3,301
+18% +$64.8K ﹤0.01% 2626
2025
Q3 		$351K Buy
17,859
+3,281
+23% +$60K ﹤0.01% 2650
2025
Q2 		$282K Buy
14,578
+703
+5% +$13.6K ﹤0.01% 2697
2025
Q1 		$272K Buy
13,875
+2,695
+24% +$43.8K ﹤0.01% 2523
2024
Q4 		$173K Buy
+11,180
New +$174K ﹤0.01% 2724

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's DGICA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Donegal Group Class A (DGICA) stake by 4.3% in Q2 2026, buying an estimated $15K and bringing the position to 20,946 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Wealth Enhancement Advisory Services first reported a position in DGICA in Q4 2024 and has held it in 7 quarters since. The position peaked at $415K in Q4 2025. 153 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,946 shares of Donegal Group Class A worth $395K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 866 Donegal Group Class A shares in Q2 2026, an estimated $15K.
  • Donegal Group Class A made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2924 holding.
  • Wealth Enhancement Advisory Services first reported a position in Donegal Group Class A in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Donegal Group Class A position peaked at $415K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.