Planning Strategies Inc.’s Donegal Group Class A DGICA Stock Holding History

Planning Strategies Inc.’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	$2.26K	Buy	+120	New	+$2.08K	﹤0.01%	565

Other funds holding DGICA

ORIO

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

EWM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIH

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CAL

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s DGICA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Donegal Group Class A (DGICA) in Q2 2026: 120 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

26 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

Planning Strategies Inc. held 120 shares of Donegal Group Class A worth $2.26K as of Q2 2026.
Donegal Group Class A was a new Planning Strategies Inc. position in Q2 2026.
Donegal Group Class A made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #565 holding.
26 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.