Donegal Group Inc.
US ˙ NasdaqGS ˙ US2577012014

SecurityDGICA / Donegal Group Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership36,884 shares
Latest Disclosed Value $ 633,667
Invesco Ltd. reports 5.97% decrease in ownership of DGICA / Donegal Group Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 36,884 shares of Donegal Group Inc. (US:DGICA) valued at $633,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 39,226 shares of Donegal Group Inc.. This represents a change in shares of -5.97% during the quarter. The current value of the position is $635,880 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F DONEGAL GROUP CL A 257701201 36,884 -2,342 -5.97 634 -19.16 0.0000
2026-02-19 2025-12-31 13F DONEGAL GROUP CL A 257701201 39,226 -634 -1.59 784 1.42 0.0001
2025-11-13 2025-09-30 13F DONEGAL GROUP CL A 257701201 39,860 -2,501 -5.90 773 -8.96 0.0001
2025-08-13 2025-06-30 13F DONEGAL GROUP CL A 257701201 42,361 1,362 3.32 848 5.47 0.0001
2025-05-12 2025-03-31 13F DONEGAL GROUP CL A 257701201 40,999 6,377 18.42 805 50.28 0.0002
2025-02-13 2024-12-31 13F DONEGAL GROUP CL A 257701201 34,622 380 1.11 536 6.15 0.0001
2024-11-12 2024-09-30 13F DONEGAL GROUP CL A 257701201 34,242 -25,382 -42.57 505 -34.29 0.0001
2024-08-13 2024-06-30 13F DONEGAL GROUP CL A 257701201 59,624 6,083 11.36 768 1.32 0.0002
2024-05-14 2024-03-31 13F DONEGAL GROUP CL A 257701201 53,541 10,942 25.69 757 27.23 0.0002
2024-02-13 2023-12-31 13F DONEGAL GROUP CL A 257701201 42,599 6,319 17.42 596 15.09 0.0001
2023-11-13 2023-09-30 13F DONEGAL GROUP CL A 257701201 36,280 7,387 25.57 517 24.28 0.0001
2023-08-11 2023-06-30 13F DONEGAL GROUP CL A 257701201 28,893 -4,661 -13.89 417 -18.75 0.0001
2023-05-12 2023-03-31 13F DONEGAL GROUP CL A 257701201 33,554 6,411 23.62 513 32.99 0.0001
2023-02-13 2022-12-31 13F DONEGAL GROUP CL A 257701201 27,143 27,143 385 0.0001
2022-11-14 2022-09-30 13F DONEGAL GROUP CL A 257701201 0 -14,145 -100.00 0 -100.00
2022-08-15 2022-06-30 13F DONEGAL GROUP CL A 257701201 14,145 14,145 241 0.0001
2022-05-16 2022-03-31 13F DONEGAL GROUP CL A 257701201 0 -22,224 -100.00 0 -100.00
2022-02-14 2021-12-31 13F DONEGAL GROUP CL A 257701201 22,224 -1,365 -5.79 317 -7.31 0.0001
2021-11-15 2021-09-30 13F DONEGAL GROUP CL A 257701201 23,589 1,335 6.00 342 5.56 0.0001
2021-08-17 2021-06-30 13F DONEGAL GROUP CL A 257701201 22,254 54 0.24 324 -1.82 0.0001
2021-05-17 2021-03-31 13F DONEGAL GROUP CL A 257701201 22,200 22,200 330 0.0001
2020-05-15 2020-03-31 13F DONEGAL GROUP CL A 257701201 0 -14,975 -100.00 0 -100.00
2020-02-14 2019-12-31 13F DONEGAL GROUP CL A 257701201 14,975 1,230 8.95 222 9.90 0.0001
2019-11-14 2019-09-30 13F DONEGAL GROUP CL A 257701201 13,745 473 3.56 202 -0.49 0.0001
2019-08-14 2019-06-30 13F/A-1 DONEGAL GROUP CL A 257701201 13,272 -459 -3.34 203 9.73 0.0001
2019-08-14 2019-06-30 13F DONEGAL GROUP CL A 257701201 13,272 -459 203
2019-05-15 2019-03-31 13F DONEGAL GROUP CL A 257701201 13,731 -11,933 -46.50 185 -47.14 0.0001
2019-02-14 2018-12-31 13F DONEGAL GROUP CL A 257701201 25,664 3,008 13.28 350 8.70 0.0001
2018-11-14 2018-09-30 13F DONEGAL GROUP CL A 257701201 22,656 179 0.80 322 5.23 0.0001
2018-08-14 2018-06-30 13F DONEGAL GROUP CL A 257701201 22,477 -3,967 -15.00 306 -26.79 0.0001
2018-05-15 2018-03-31 13F DONEGAL GROUP CL A 257701201 26,444 930 3.65 418 -5.22 0.0002
2018-02-14 2017-12-31 13F DONEGAL GROUP CL A 257701201 25,514 3,047 13.56 441 21.82 0.0002
2017-11-14 2017-09-30 13F DONEGAL GROUP CL A 257701201 22,467 904 4.19 362 5.54 0.0001
2017-08-14 2017-06-30 13F DONEGAL GROUP CL A 257701201 21,563 978 4.75 343 -5.51 0.0001
2017-05-15 2017-03-31 13F DONEGAL GROUP CL A 257701201 20,585 20,585 363 0.0001
2015-11-16 2015-09-30 13F DONEGAL GROUP INC-CL A COMMON 257701201 0 -4,942 -100.00 0 -100.00
2015-08-14 2015-06-30 13F DONEGAL GROUP INC-CL A COMMON 257701201 4,942 3,760 318.10 75 294.74 0.0000
2015-05-15 2015-03-31 13F DONEGAL GROUP INC-CL A COMMON 257701201 1,182 -13,395 -91.89 19 -91.85 0.0000
2015-02-13 2014-12-31 13F DONEGAL GROUP INC-CL A COMMON 257701201 14,577 739 5.34 233 9.39 0.0001
2014-11-14 2014-09-30 13F DONEGAL GROUP INC-CL A COMMON 257701201 13,838 706 5.38 213 5.97 0.0001
2014-08-14 2014-06-30 13F DONEGAL GROUP INC-CL A COMMON 257701201 13,132 14 0.11 201 5.24 0.0001
2014-05-15 2014-03-31 13F DONEGAL GROUP INC-CL A COMMON 257701201 13,118 1,565 13.55 191 3.80 0.0001
2014-02-13 2013-12-31 13F DONEGAL GROUP INC-CL A COMMON 257701201 11,553 849 7.93 184 22.67 0.0001
2013-11-13 2013-09-30 13F DONEGAL GROUP INC-CL A COMMON 257701201 10,704 1,062 11.01 150 11.11 0.0001
2013-08-14 2013-06-30 13F DONEGAL GROUP INC-CL A COMMON 257701201 9,642 9,642 135 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.