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Donegal shares owned by UMA Financial Services

Quarter-by-quarter ownership of Donegal (DGICA) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Donegal

Tip: Access up to 7 years of quarterly data

All positions including Donegal held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Donegal by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $652 38 17.18
2025-06-30 $680 34 20.03

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Donegal

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

View all funds holding Donegal