Donegal Group Class B
DGICB
12 hedge funds and large institutions have $6.41M invested in Donegal Group Class B in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.14% less ownership
Funds ownership: 7.07% → 6.94% (-0.14%)
7% less capital invested
Capital invested by funds: $6.92M → $6.41M (-$516K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15 |
| 2 |
Morgan Stanley
New York
|
+$15 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$93K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13.9K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.3K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$9.11K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.74M | -$11.3K | -732 | -0.4% |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.25M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $684K | -$3.08K | -200 | -0.5% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $286K | – | – | – |
|
|
WS
5
Wedbush Securities
Los Angeles,
California
| $223K | -$9.11K | -592 | -4% |
|
|
CSC
6
Caldwell Sutter Capital
Sausalito,
California
| $182K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $33K | – | – | – |
|
|
8
Morgan Stanley
New York
| $7.03K | +$15 | +1 | +0.2% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $3.11K | -$13.9K | -905 | -82% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $2.12K | +$15 | +1 | +0.8% |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| $981 | -$308 | -20 | -25% |
|
|
12
Wells Fargo
San Francisco,
California
| $15 | +$15 | +1 | New |
|
|
13
Raymond James Financial
St Petersburg,
Florida
| – | -$93K | -5,231 | Closed |
|
DGICB Hedge Fund Activity: Q3 2025 in Review
12 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q3 2025, worth a combined $6.41M — down 7.5% from $6.92M a quarter earlier.
Fund positioning in DGICB was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $15. The largest seller was Raymond James Financial, exiting entirely with an estimated $93K sold.
- 12 institutional investors held Donegal Group Class B (DGICB) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $6.41M of Donegal Group Class B stock for Q3 2025, down 7.5% quarter-over-quarter.
- 1 fund opened new Donegal Group Class B positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Donegal Group Class B buyer in Q3 2025 was Bank of America, an estimated $15 added.
- The largest Donegal Group Class B seller in Q3 2025 was Raymond James Financial, an estimated $93K sold.
Based on aggregated 13F filings for Q3 2025.