Ownership history in STIFEL FINANCIAL CORP Β· 26 quarters on record
This page tracks every 13F SEC filing in which STIFEL FINANCIAL CORP reported a position in DONEGAL GROUP INC (DGICA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π STIFEL FINANCIAL CORP underperformed the S&P 500 by β5.7% annually on this DGICA position. Timing score: 38% (3/8 decisions correct). Average cost basis: $14.23. Maximum drawdown during holding period: β20.0%.
β Significantly underperformed the S&P 500 by 5.7% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $11.03 (2020 Q2) Β· Worst: $19.42 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 5 trims. Bought during 1 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size