Filing Research | DGICA - DONEGAL GROUP INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	44.9KSH	$846.3K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.9KSH	$395.2K
3	Y-Intercept (Hong Kong) Ltd	Shares	11.3KSH	$212.6K
4	IFP Advisors, Inc	Shares	9.2KSH	$173.8K
5	PhiloSmith Capital Corp	Shares	5.2KSH	$97.9K
6	Police & Firemen's Retirement System of New Jersey	Shares	4.9KSH	$92.1K
7	SALEM INVESTMENT COUNSELORS INC	Shares	3.8KSH	$70.9K
8	SIGNATUREFD, LLC	Shares	1.7KSH	$31.7K
9	Versant Capital Management, Inc	Shares	1.3KSH	$25.0K
10	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$19.8K
11	GAMMA Investing LLC	Shares	787SH	$14.8K
12	Farther Finance Advisors, LLC	Shares	499SH	$9.4K
13	MassMutual Private Wealth & Trust, FSB	Shares	474SH	$8.9K
14	OLD REPUBLIC INTERNATIONAL CORP	Shares	425.5KSH	$8.0K
15	True Wealth Design, LLC	Shares	77SH	$1.5K
16	Blue Trust, Inc.	Shares	74SH	$1.4K
17	Trust Co	Shares	37SH	$698
18	CoreCap Advisors, LLC	Shares	33SH	$622
19	SBI Securities Co., Ltd.	Shares	24SH	$453
20	Capital Advisors, Ltd. LLC	Shares	4.7KSH	$90
21	Hughes Financial Services, LLC	Shares	2SH	$38
22	State of Alaska, Department of Revenue	Shares	1.4KSH	$25

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+8.1K	+$215.0K	$846.3K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+11.3K	+$212.6K	$212.6K
3	IFP Advisors, Inc added	Shares	+2.0K	+$49.9K	$173.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+866	+$48.7K	$395.2K
5	SIGNATUREFD, LLC added	Shares	+1.3K	+$25.2K	$31.7K
6	PhiloSmith Capital Corp unchanged	Shares	0	+$8.7K	$97.9K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$8.2K	$92.1K
8	EverSource Wealth Advisors, LLC added	Shares	+281	+$6.6K	$19.8K
9	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$6.3K	$70.9K
10	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$797	$8.9K
11	OLD REPUBLIC INTERNATIONAL CORP unchanged	Shares	0	+$715	$8.0K
12	Farther Finance Advisors, LLC trimmed	Shares	-23	+$545	$9.4K
13	CoreCap Advisors, LLC added	Shares	+26	+$502	$622
14	GAMMA Investing LLC trimmed	Shares	-50	+$463	$14.8K
15	Blue Trust, Inc. unchanged	Shares	0	+$125	$1.4K
16	True Wealth Design, LLC trimmed	Shares	-2	+$95	$1.5K
17	Capital Advisors, Ltd. LLC added	Shares	+4.5K	+$86	$90
18	SBI Securities Co., Ltd. added	Shares	+2	+$75	$453
19	Trust Co unchanged	Shares	0	+$62	$698
20	Hughes Financial Services, LLC added	Shares	+1	+$21	$38
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$25
22	Fortitude Family Office, LLC exited	Shares	-27	-$464	$0
23	Physician Wealth Advisors, Inc. exited	Shares	-38	-$653	$0
24	Crewe Advisors LLC exited	Shares	-180	-$3.1K	$0
25	Versant Capital Management, Inc trimmed	Shares	-1.9K	-$30.2K	$25.0K
26	QRG CAPITAL MANAGEMENT, INC. exited	Shares	-13.0K	-$222.8K	$0