Funds holding Donegal Group Inc
ISIN US2577012014 · United States
- Fund holders
- 160
- Of which ETFs
- 40 120 other funds
- Value held
- 111.2M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Russell 2000 ETF iShares Trust | 568,062 | 10.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 548,794 | 10.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 382,340 | 7.5M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 375,184 | 6.4M $ | 0.02 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 356,480 | 6M $ | 0.92 % | as of May 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 269,955 | 5.3M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 197,883 | 3.7M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 193,356 | 3.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 174,722 | 3.4M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 167,815 | 3.3M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 166,837 | 3.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 136,801 | 2.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 130,934 | 2.5M $ | 1.32 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 120,030 | 2.4M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 103,694 | 2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 97,465 | 1.7M $ | 0.03 % | as of May 29, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 86,351 | 1.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 85,524 | 1.5M $ | 0.00 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 83,934 | 1.4M $ | 0.01 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,432 | 1.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 78,249 | 1.5M $ | 1.32 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 76,099 | 1.5M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 70,170 | 1.4M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 67,024 | 1.3M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 57,893 | 1.1M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 56,489 | 1.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 56,405 | 1.1M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,358 | 1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 46,175 | 870.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 41,983 | 828.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 39,097 | 663.5K $ | 0.02 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 33,764 | 636.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 32,950 | 621.4K $ | 0.68 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 32,014 | 543.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 30,708 | 606.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 27,497 | 466.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 27,392 | 464.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 24,844 | 421.6K $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 24,726 | 466.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 24,663 | 418.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,174 | 457.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 23,085 | 435.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 21,824 | 411.6K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 19,559 | 368.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 19,555 | 331.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 18,794 | 354.5K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,392 | 363.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 18,077 | 340.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 17,798 | 335.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 17,483 | 345.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 17,301 | 326.3K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 16,260 | 321K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 16,150 | 274.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 15,384 | 290.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 14,878 | 293.7K $ | 0.48 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 14,535 | 246.7K $ | 0.03 % | as of May 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 14,444 | 272.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 13,639 | 257.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 13,279 | 250.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,982 | 256.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,920 | 219.3K $ | 0.02 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,902 | 254.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 12,573 | 237.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 12,386 | 244.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,946 | 225.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 10,385 | 195.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,441 | 160.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 9,126 | 154.9K $ | 0.14 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 8,973 | 169.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,769 | 165.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 8,449 | 159.3K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 8,242 | 162.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,840 | 154.8K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,832 | 147.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 7,377 | 125.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,180 | 135.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 7,032 | 138.8K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 7,002 | 132.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,660 | 125.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,611 | 124.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,507 | 128.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,505 | 128.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,311 | 119K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,112 | 120.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 5,976 | 101.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,739 | 108.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,615 | 105.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,612 | 110.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 5,565 | 109.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,426 | 107.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,184 | 97.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,090 | 86.4K $ | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,057 | 99.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 5,030 | 94.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,278 | 80.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 4,026 | 79.5K $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,980 | 75.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,926 | 74K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,869 | 73K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 3,690 | 62.6K $ | 0.01 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 1.32 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.32 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.92 % | as of May 31, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 0.68 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.48 % | as of Jul 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.40 % | as of Jun 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.22 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 0.15 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.15 % | as of Jun 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 0.14 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 160 | -7 | 5,933,287 | +5.9 % |
| 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 table shows the 25 largest.
| 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 |
Declared shareholders of Donegal Group Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 5.10 % | 1,607,515 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Donegal Group Inc". https://titelia.com/en/stocks/donegal-group-inc-US2577012014