PHILADELPHIA TRUST CO DGICA — DONEGAL GROUP INC

Ownership history in PHILADELPHIA TRUST CO  ·  43 quarters on record

AI Ownership Summary

PHILADELPHIA TRUST CO reported DONEGAL GROUP INC (DGICA) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows DGICA at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGICA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PHILADELPHIA TRUST CO's position in DONEGAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DGICA was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGICA stock page PHILADELPHIA TRUST CO fund profile PHILADELPHIA TRUST CO full holdings
How PHILADELPHIA TRUST CO held DGICA — position size vs. price
% of Fund (quarterly)    DGICA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 247,650 -1,875 -0.8% 0.34% $4.9M 2026-02-14 (Est.) $18.70
2025 Q3 REDUCED — — — 249,525 -6,215 -2.4% 0.34% $4.8M 2025-11-13 $19.70
2025 Q2 REDUCED — — — 255,740 -250 -0.1% 0.39% $5.1M 2025-08-13 $17.29
2025 Q1 REDUCED — — — 255,990 -2,575 -1.0% 0.43% $5.0M 2025-05-13 $19.19
2024 Q4 REDUCED — — — 258,565 -2,250 -0.9% 0.29% $4.0M 2025-02-13 $14.72
2024 Q3 REDUCED — — — 260,815 -7,950 -3.0% 0.28% $3.8M 2024-11-13 $15.09
2024 Q2 REDUCED — — — 268,765 -7,950 -2.9% 0.27% $3.5M 2024-08-13 $13.47
2024 Q1 REDUCED — — — 276,715 -1,050 -0.4% 0.31% $3.9M 2024-05-13 $12.22
2023 Q4 REDUCED 15.4% +0.4% ❌ 277,765 -50,735 -15.4% 0.36% $3.9M 2024-02-09 $13.27
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGICA

As of 2026 Q1 — sorted by position size

Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.03% PINNACLE ASSOCIATES LTD 3Y 7Y 0.02% ProShare Advisors LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Sterling Capital Management LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0%

FAQ About PHILADELPHIA TRUST CO and DGICA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PHILADELPHIA TRUST CO reported owning DGICA?

PHILADELPHIA TRUST CO reported DGICA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DGICA position in PHILADELPHIA TRUST CO's portfolio?

The largest reported portfolio weight for DGICA was 0.43% in 2025 Q1.

What is the latest reported DGICA position on this page?

The most recent filing on this page is 2025 Q4, when PHILADELPHIA TRUST CO reported 247,650 shares, equal to 0.34% of portfolio, with an estimated market value of $4.9M.

What does the chart on this DGICA ownership page compare?

The chart compares PHILADELPHIA TRUST CO's quarterly DGICA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PHILADELPHIA TRUST CO time their DGICA position?

Based on 13F filing dates vs. subsequent DGICA price moves, PHILADELPHIA TRUST CO correctly timed 20 out of 42 reported position changes (48%). The annualised alpha on DGICA relative to SPY over the holding period was -6.1%.

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