Funds holding Donegal Group Inc
ISIN US2577012014 · United States
- Fund holders
- 167
- Of which ETFs
- 42 125 other funds
- Value held
- 96.1M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 548,794 | 9.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 435,443 | 7.5M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 369,646 | 6.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 308,066 | 5.4M $ | 0.82 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 304,248 | 5.4M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 269,955 | 4.5M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 192,529 | 3.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 174,081 | 2.9M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 171,484 | 2.9M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 166,837 | 2.8M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 148,894 | 2.6M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 125,479 | 2.2M $ | 1.26 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 117,122 | 2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 116,298 | 2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 103,694 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 98,985 | 1.7M $ | 0.04 % | as of Feb 27, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 87,674 | 1.5M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 85,242 | 1.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 83,496 | 1.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,432 | 1.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 76,099 | 1.3M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 72,496 | 1.2M $ | 1.25 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 70,170 | 1.2M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 67,334 | 1.2M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 55,129 | 947.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 53,342 | 916.4K $ | 0.41 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,358 | 863.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 46,175 | 793.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 42,820 | 754.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 42,468 | 729.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 37,486 | 630.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 36,927 | 634.4K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 32,620 | 548.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 32,014 | 564.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 28,416 | 500.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 27,352 | 469.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 25,804 | 443.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 25,417 | 436.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 24,982 | 440.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 24,844 | 437.8K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 24,663 | 434.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,174 | 389.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 22,336 | 383.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 22,098 | 379.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 21,395 | 367.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 19,555 | 344.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 19,550 | 328.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 19,127 | 321.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 18,794 | 322.9K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,392 | 309.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 17,798 | 305.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 17,301 | 297.2K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 17,085 | 293.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 16,855 | 297K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 16,150 | 284.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 14,737 | 253.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 14,340 | 252.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 13,947 | 234.6K $ | 0.43 % | as of Apr 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 13,223 | 227.2K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 13,044 | 224.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,902 | 217K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 12,573 | 216K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 12,386 | 208.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,348 | 217.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,946 | 205.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 10,868 | 186.7K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 10,385 | 178.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,441 | 166.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 9,126 | 160.8K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 7,869 | 132.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,840 | 131.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,832 | 134.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,682 | 129.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,626 | 131K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 7,437 | 127.8K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 7,377 | 130K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 7,340 | 123.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 7,075 | 121.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 7,058 | 121.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,885 | 121.3K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 6,757 | 113.7K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,660 | 114.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,582 | 110.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,507 | 109.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,311 | 108.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,112 | 102.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,945 | 104.8K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,739 | 98.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 5,652 | 95.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,426 | 91.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,232 | 92.2K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,184 | 89.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,057 | 85.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 5,030 | 86.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,911 | 84.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,480 | 77K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,125 | 70.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,980 | 68.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 3,960 | 68K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,875 | 68.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 1.26 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.25 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.82 % | as of Feb 28, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.43 % | as of Apr 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.41 % | as of Mar 31, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 0.38 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 0.33 % | as of Mar 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.19 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.16 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 0.15 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 167 | -4 | 5,604,861 | +2.6 % |
| 2026Q1 | 171 | -2 | 5,462,933 | +5.8 % |
| 2025Q4 | 173 | +7 | 5,162,419 | +11.7 % |
| 2025Q3 | 166 | +15 | 4,621,085 | +5.3 % |
| 2025Q2 | 151 | +14 | 4,390,352 | +3.3 % |
| 2025Q1 | 137 | +2 | 4,249,612 | -1.2 % |
| 2024Q4 | 135 | 0 | 4,303,263 | -1.5 % |
| 2024Q3 | 135 | -4 | 4,367,482 | -4.1 % |
| 2024Q2 | 139 | +3 | 4,552,121 | +5.9 % |
| 2024Q1 | 136 | -4 | 4,296,616 | -0.1 % |
| 2023Q4 | 140 | 4,301,616 |
Institutional managers
149 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,906,786 | 32.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,737,266 | 29.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 555,952 | 9.6M $ | as of Mar 31, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | 425,500 | 7.3K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 395,979 | 6.8M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 392,711 | 6.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 392,568 | 6.7M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 356,309 | 6.1M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 347,646 | 6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 281,718 | 4.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 276,237 | 4.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 241,690 | 4.2M $ | as of Mar 31, 2026 |
| PHILADELPHIA TRUST CO | 235,600 | 4K $ | as of Mar 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 212,303 | 3.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 209,968 | 3.6M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 197,975 | 3.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 182,620 | 3.1M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 178,080 | 3.1K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 177,642 | 3.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 172,143 | 3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 166,616 | 2.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 159,988 | 2.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 158,377 | 2.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 139,520 | 2.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 136,781 | 2.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Donegal Group Inc". https://titelia.com/en/stocks/donegal-group-inc-US2577012014