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DGICB

Donegal Group Class B
DGICB

12 hedge funds and large institutions have $6.92M invested in Donegal Group Class B in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

17% more capital invested

Capital invested by funds: $5.93M → $6.92M (+$996K)

0.56% more ownership

Funds ownership: 6.52% → 7.07% (+0.56%)

8% less funds holding

Funds holding: 13 → 12 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$363K
2
Raymond James Financial
Raymond James Financial
Florida
+$90.4K
3
CSC
Caldwell Sutter Capital
California
+$86.4K
4
TRCT
Tower Research Capital (TRC)
New York
+$13.2K
5
EWA
EverSource Wealth Advisors
Alabama
+$1.36K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$15.8K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.78K
3
UBS Group
UBS Group
Switzerland
-$1.34K
4
JP Morgan Chase
JP Morgan Chase
New York
-$33
5
NA
NewEdge Advisors
Louisiana
-$32
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$2.9M -$2.78K -161 -0.1%
LCM
2
Logan Capital Management
Pennsylvania
$2.37M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$725K +$363K +21,000 +103%
MA
4
Minerva Advisors
Pennsylvania
$313K – – –
WS
5
Wedbush Securities
California
$254K -$15.8K -915 -6%
CSC
6
Caldwell Sutter Capital
California
$199K +$86.4K +5,000 +81%
Raymond James Financial
7
Raymond James Financial
Florida
$93K +$90.4K +5,231 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37K +$17 +1 +0%
TRCT
9
Tower Research Capital (TRC)
New York
$19.5K +$13.2K +762 +226%
Morgan Stanley
10
Morgan Stanley
New York
$7.65K – – –
Bank of America
11
Bank of America
North Carolina
$2.29K +$86 +5 +4%
EWA
12
EverSource Wealth Advisors
Alabama
$1.39K +$1.36K +79 New
Wells Fargo
13
Wells Fargo
California
$8 – – –
UBS Group
14
UBS Group
Switzerland
– -$1.34K -84 Closed
JP Morgan Chase
15
JP Morgan Chase
New York
– -$33 -2 Closed
NA
16
NewEdge Advisors
Louisiana
– -$32 -2 Closed

DGICB Hedge Fund Activity: Q2 2025 in Review

12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q2 2025, worth a combined $6.92M — up 17% from $5.93M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of DGICB and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.

The largest buyer was Vanguard Group, adding an estimated $363K. The largest seller was Wedbush Securities, cutting an estimated $15.8K.

  • 12 institutional investors held Donegal Group Class B (DGICB) as of Q2 2025, down from 13 in Q1 2025.
  • Funds reported $6.92M of Donegal Group Class B stock for Q2 2025, up 17% quarter-over-quarter.
  • 2 funds opened new Donegal Group Class B positions in Q2 2025 and 3 closed out, a net change of -1 holder.
  • The largest Donegal Group Class B buyer in Q2 2025 was Vanguard Group, an estimated $363K added.
  • The largest Donegal Group Class B seller in Q2 2025 was Wedbush Securities, an estimated $15.8K sold.

Based on aggregated 13F filings for Q2 2025.