Donegal Group Class B
DGICB
12 hedge funds and large institutions have $5M invested in Donegal Group Class B in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
1.83% less ownership
Funds ownership: 6.9% → 5.07% (-1.8%)
27% less capital invested
Capital invested by funds: $6.81M → $5M (-$1.81M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lewis Asset Management
Lafayette,
California
|
+$191K |
| 2 |
SS
SBI Securities
Tokyo,
Japan
|
+$933 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
-$2.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.36K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$433 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.92M | -$433 | -26 | -0% |
|
|
VCM
2
Vanguard Capital Management
Malvern,
Pennsylvania
| $867K | +$816K | +49,001 | New |
|
|
MA
3
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $316K | – | – | – |
|
|
CSC
4
Caldwell Sutter Capital
Sausalito,
California
| $260K | – | – | – |
|
|
WS
5
Wedbush Securities
Los Angeles,
California
| $226K | – | – | – |
|
|
LAM
6
Lewis Asset Management
Lafayette,
California
| $203K | +$191K | +11,469 | New |
|
|
VFT
7
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $89.5K | +$84.2K | +5,057 | New |
|
|
VGA
8
Vanguard Global Advisers
Malvern,
Pennsylvania
| $78.8K | +$74.2K | +4,456 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $37K | – | – | – |
|
10
Morgan Stanley
New York
| $7.61K | – | – | – |
|
|
SS
11
SBI Securities
Tokyo,
Japan
| $991 | +$933 | +56 | New |
|
12
Wells Fargo
San Francisco,
California
| $14 | – | – | – |
|
|
LCM
13
Logan Capital Management
Newtown Square,
Pennsylvania
| – | -$2.25M | -135,185 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | -$3.36K | -190 | Closed |
|
DGICB Hedge Fund Activity: Q1 2026 in Review
12 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q1 2026, worth a combined $5M — down 27% from $6.81M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DGICB positions and 2 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Lewis Asset Management, opening a new position worth an estimated $191K. The largest seller was Logan Capital Management, exiting entirely with an estimated $2.25M sold.
- 12 institutional investors held Donegal Group Class B (DGICB) as of Q1 2026, up from 10 in Q4 2025.
- Funds reported $5M of Donegal Group Class B stock for Q1 2026, down 27% quarter-over-quarter.
- 5 funds opened new Donegal Group Class B positions in Q1 2026 and 2 closed out, a net change of +3 holders.
- The largest Donegal Group Class B buyer in Q1 2026 was Lewis Asset Management, an estimated $191K added.
- The largest Donegal Group Class B seller in Q1 2026 was Logan Capital Management, an estimated $2.25M sold.
Based on aggregated 13F filings for Q1 2026.