EverSource Wealth Advisors »

Donegal shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Donegal (DGICA) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Donegal

Tip: Access up to 7 years of quarterly data

All positions including Donegal held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Donegal by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $65k 3.3k 19.39
2025-06-30 $74k 3.7k 20.03
2025-03-31 $14k 704 19.64
2024-12-31 $11k 726 15.48
2024-09-30 $9.5k 646 14.74
2024-06-30 $9.5k 646 14.73

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Donegal

BlackRock
Dimensional Fund Advisors
Vanguard Group
Geode Capital Management
Old Republic International
State Street Corporation
Connor, Clark & Lunn Investment Management
Renaissance Technologies
ProShare Advisors
Morgan Stanley
Philadelphia Trust Company
American Century Companies
Logan Capital Management
Caldwell Sutter Capital
Wells Fargo & Company

View all funds holding Donegal