Position in LMND
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,455,364
+$5,412,519 QoQ
Shares Held
948,554
+24.9% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LMND Over Time
Shares Held
Position Value (USD)
Derivatives in LMND
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$250,720
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,398,079,156 across 40 Insurance - Property & Casualty names. LMND ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
3,527,808 | $699,352,657 | |
| 2 | TRV |
Travelers Companies, Inc.
|
346,356 | $101,025,118 | |
| 3 | ALL |
Allstate Corp
|
457,865 | $94,933,729 | |
| 4 | LMND |
Lemonade, Inc.
This page
|
948,554 | $59,455,364 | |
| 5 | RLI |
Rli Corp
|
936,504 | $53,418,188 | |
| 6 | AFG |
American Financial Group Inc
|
323,520 | $41,316,739 | |
| 7 | CNA |
Cna Financial Corp
|
882,035 | $40,503,047 | |
| 8 | CINF |
Cincinnati Financial Corp
|
181,037 | $28,486,171 |
All Filings in LMND
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,720 | 4,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $59,455,364 | 948,554 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $427,080 | 6,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $711,800 | 10,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $54,042,845 | 759,242 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,523,208 | 813,062 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,567,070 | 560,764 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,556,567 | 399,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,065,771 | 601,575 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $2,413,090 | 147,050 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $662,120 | 46,432 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,775,609 | 129,796 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,996,581 | 188,696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $959,745 | 52,560 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,008,752 | 607,082 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,577,582 | 156,200 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $26,976,634 | 640,623 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $5,322,704 | 126,400 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $56,514,491 | 843,374 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $14,467,459 | 215,900 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $13,549,422 | 202,200 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $623,637 | 5,700 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $8,993,502 | 82,200 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $12,921,321 | 118,100 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $7,599,408 | 81,600 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $7,236,201 | 77,700 | Call | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||