Position in LMND
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,556,568
-$1,577,905 QoQ
Shares Held
152,466
-2.5% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMND Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $3,198,358,849 across 37 Insurance - Property & Casualty names. LMND ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,605,984 | $523,438,364 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,705,401 | $497,431,362 | |
| 3 | ALL |
Allstate Corp
|
2,232,938 | $462,977,364 | |
| 4 | CINF |
Cincinnati Financial Corp
|
2,104,457 | $331,136,308 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,453,827 | $288,206,664 | |
| 6 | WRB |
Berkley W R Corp
|
3,972,929 | $263,325,734 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
827,320 | $143,415,921 | |
| 8 | AIZ |
Assurant, Inc.
|
632,896 | $137,851,077 |
All Filings in LMND
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,556,568 | 152,466 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,134,473 | 156,427 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,564,217 | 141,308 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,796,683 | 155,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,268,233 | 167,618 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,761,884 | 184,348 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $947,944 | 57,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,834,105 | 232,370 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,789,019 | 230,897 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $441,784 | 27,389 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $1,044,358 | 76,342 | Shares | Sole | 2023-02-09 | |
| 2021-06-30 | $8,657,503 | 79,129 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $5,826,212 | 62,560 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,221,130 | 58,948 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||