Donegal Group Class B
DGICB
10 hedge funds and large institutions have $6.81M invested in Donegal Group Class B in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $6.41M → $6.81M (+$399K)
0.04% less ownership
Funds ownership: 6.94% → 6.9% (-0.04%)
17% less funds holding
Funds holding: 12 → 10 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$56.8K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$966 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$71.4K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$15.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.11K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$981 |
| 5 |
Morgan Stanley
New York
|
-$16 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $2.92M | – | – | – |
|
|
LCM
2
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.39M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $649K | -$71.4K | -4,433 | -11% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $316K | – | – | – |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $260K | +$56.8K | +3,527 | +32% |
|
|
WS
6
Wedbush Securities
Los Angeles,
California
| $226K | -$15.1K | -940 | -7% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $37K | – | – | – |
|
|
8
Morgan Stanley
New York
| $7.61K | -$16 | -1 | -0.2% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $3.36K | +$966 | +60 | +46% |
|
10
Wells Fargo
San Francisco,
California
| $16 | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$3.11K | -194 | Closed |
|
|
EWA
12
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$981 | -59 | Closed |
|
DGICB Hedge Fund Activity: Q4 2025 in Review
10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Donegal Group Class B (DGICB) for Q4 2025, worth a combined $6.81M — up 6.2% from $6.41M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DGICB and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Caldwell Sutter Capital, adding an estimated $56.8K. The largest seller was Vanguard Group, cutting an estimated $71.4K.
- 10 institutional investors held Donegal Group Class B (DGICB) as of Q4 2025, down from 12 in Q3 2025.
- Funds reported $6.81M of Donegal Group Class B stock for Q4 2025, up 6.2% quarter-over-quarter.
- 0 funds opened new Donegal Group Class B positions in Q4 2025 and 2 closed out, a net change of -2 holders.
- The largest Donegal Group Class B buyer in Q4 2025 was Caldwell Sutter Capital, an estimated $56.8K added.
- The largest Donegal Group Class B seller in Q4 2025 was Vanguard Group, an estimated $71.4K sold.
Based on aggregated 13F filings for Q4 2025.