Donegal Group Ownership | Who Owns Donegal Group?

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Donegal Group Ownership Summary

Donegal Group is owned by 28.31% institutional investors, 1.48% insiders, and 70.21% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.44% of DGICA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.66% of its assets in Donegal Group shares.

DGICA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Donegal Group	28.31%	1.48%	70.21%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Property & Casualty Insurance Stocks	65.87%	12.92%	21.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	1.79M	5.44%	$23.00M
Blackrock	1.64M	5.00%	$21.16M
Vanguard group	1.04M	3.15%	$13.34M
Old republic	425.50K	1.30%	$5.48M
Geode capital management	359.38K	1.09%	$4.63M
Renaissance	340.91K	1.04%	$4.39M
State street	330.14K	1.01%	$4.25M
Philadelphia trust	268.76K	0.82%	$3.46M
Bridgeway capital management	242.86K	0.74%	$3.13M
Foundry partners	242.29K	0.74%	$3.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caldwell sutter capital	233.18K	1.49%	$3.00M
Minerva advisors	46.49K	0.40%	$596.47K
Philadelphia trust	268.76K	0.27%	$3.46M
Keeley-teton advisors	143.35K	0.24%	$1.85M
Old republic	425.50K	0.22%	$5.48M
Cannell capital	72.10K	0.21%	$928.65K
Virtus investment advisers	15.66K	0.17%	$201.76K
Foundry partners	242.29K	0.17%	$3.12M
Logan capital management	223.70K	0.12%	$2.88M
Bridgeway capital management	242.86K	0.07%	$3.13M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.64M	0.00%	47.74K
Squarepoint ops	34.82K	0.00%	34.82K
Millennium management	22.44K	0.00%	22.44K
Ubs asset management americas	43.64K	0.00%	22.11K
Los angeles capital management	40.41K	0.00%	19.71K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	1.04M	0.00%	-147.26K
Dimensional fund advisors lp	1.79M	0.01%	-38.56K
Allspring global investments	-	-	-21.86K
Wedbush securities	33.02K	0.02%	-11.78K
Morgan stanley	174.52K	0.00%	-11.30K

New Positions

Holder	Shares	% Assets	Change	Value
Squarepoint ops	34.82K	0.00%	34.82K	$448.44K
Millennium management	22.44K	0.00%	22.44K	$288.98K
Trexquant investment lp	19.71K	0.00%	19.71K	$253.83K
Jane street group	18.43K	0.00%	18.43K	$237.42K
Corebridge financial	8.32K	0.00%	8.32K	$107.12K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Lindbrook capital	-5.00
Global retirement partners	-12.00
Cornerstone planning group	-38.00
Allworth financial lp	-38.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	97	6.59%	9,499,271	-1.93%	28	3.25%	40	-23.08%	33	26.92%
Jun 30, 2024	90	3.45%	9,686,239	0.47%	29	3.42%	51	50.00%	26	-25.71%
Mar 31, 2024	87	-1.14%	9,640,861	3.26%	29	3.61%	34	-2.86%	35	25.00%
Dec 31, 2023	88	3.53%	9,336,484	1.32%	28	3.57%	35	6.06%	28	-3.45%
Sep 30, 2023	85	-2.30%	9,214,657	-0.49%	28	3.46%	33	17.86%	29	-12.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	559.42K	1.66%	-33.74K
iShares Russell 2000 ETF	445.52K	1.32%	-1.01K
DFA US Small Cap Value I	394.21K	1.18%	1.90K
Foundry Partners Micro Cap Value	357.25K	1.07%	-
DFA US Targeted Value I	269.95K	0.81%	-
Vanguard Institutional Extnd Mkt Idx Tr	212.80K	0.63%	-1.02K
Kennedy Micro Cap	201.56K	0.60%	-2.76K
DFA US Small Cap I	188.32K	0.56%	-
Fidelity Small Cap Index	152.26K	0.45%	-2.08K
Dimensional US Targeted Value ETF	148.35K	0.44%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	DONEGAL MUTUAL INSURANCE CO	-	Buy	$127.32K
Dec 13, 2024	VIOZZI VINCENT ANTHONY	Sr. VP & Chief Inv Officer	Sell	$171.05K
Dec 13, 2024	Moore Sewell Trezevant Jr	-	Sell	$202.31K
Dec 11, 2024	DONEGAL MUTUAL INSURANCE CO	-	Buy	$142.89K
Dec 12, 2024	DONEGAL MUTUAL INSURANCE CO	-	Buy	$160.96K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	38	32
2024 Q3	32	2
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	1	1

DGICA Ownership FAQ

Who Owns Donegal Group?

Donegal Group shareholders are primarily institutional investors at 28.31%, followed by 1.48% insiders and 70.21% retail investors. The average institutional ownership in Donegal Group's industry, Property & Casualty Insurance Stocks, is 65.87%, which Donegal Group falls below.

Who owns the most shares of Donegal Group?

Donegal Group’s largest shareholders are Dimensional fund advisors lp (1.79M shares, 5.44%), Blackrock (1.64M shares, 5.00%), and Vanguard group (1.04M shares, 3.15%). Together, they hold 13.60% of Donegal Group’s total shares outstanding.

Does Blackrock own Donegal Group?

Yes, BlackRock owns 5.00% of Donegal Group, totaling 1.64M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 21.16M$. In the last quarter, BlackRock increased its holdings by 47.74K shares, a 2.99% change.

Who is Donegal Group’s biggest shareholder by percentage of total assets invested?

Caldwell sutter capital is Donegal Group’s biggest shareholder by percentage of total assets invested, with 1.49% of its assets in 233.18K Donegal Group shares, valued at 3M$.

Who is the top mutual fund holder of Donegal Group shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Donegal Group shares, with 1.66% of its total shares outstanding invested in 559.42K Donegal Group shares.

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