PINNACLE ASSOCIATES LTD DGICA — DONEGAL GROUP INC

Ownership history in PINNACLE ASSOCIATES LTD  ·  5 quarters on record

AI Ownership Summary

PINNACLE ASSOCIATES LTD reported DONEGAL GROUP INC (DGICA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows DGICA at 0.02% 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.

What this DGICA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE ASSOCIATES LTD'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
2026 Q1

DGICA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 PINNACLE ASSOCIATES LTD fund profile PINNACLE ASSOCIATES LTD full holdings
How PINNACLE ASSOCIATES LTD 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 90,595 +42,889 +89.9% 0.02% $1.6M 2026-04-22 $17.40
2025 Q4 UNCHANGED — — — 47,706 — 0% 0.01% $953K 2026-02-05 $19.16
2025 Q3 REDUCED 12.4% +5.0% ❌ 47,706 -6,740 -12.4% 0.01% $925K 2025-11-13 $19.70
2025 Q2 ADDED — — — 54,446 +18,050 +49.6% 0.02% $1.1M 2025-08-04 $16.64
2025 Q1 INITIATED — — — 36,396 — — 0.01% $714K 2025-05-06 $19.24

🏢 Other funds also holding DGICA

As of 2026 Q1 — sorted by position size

Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.03% 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% True Wealth Design, LLC 3Y 0.0% Stone House Investment Management, LLC 3Y 7Y 0.0%

FAQ About PINNACLE ASSOCIATES LTD and DGICA

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

How long has PINNACLE ASSOCIATES LTD reported owning DGICA?

PINNACLE ASSOCIATES LTD reported DGICA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DGICA position in PINNACLE ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for DGICA was 0.02% in 2026 Q1.

What is the latest reported DGICA position on this page?

The most recent filing on this page is 2026 Q1, when PINNACLE ASSOCIATES LTD reported 90,595 shares, equal to 0.02% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DGICA ownership page compare?

The chart compares PINNACLE ASSOCIATES LTD'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 PINNACLE ASSOCIATES LTD time their DGICA position?

Based on 13F filing dates vs. subsequent DGICA price moves, PINNACLE ASSOCIATES LTD correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DGICA relative to SPY over the holding period was -33.5%.

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