Position in LMND
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$21,739,490
-$828,624 QoQ
Shares Held
346,833
+9.4% QoQ
Ownership
0.451%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LMND Over Time
Shares Held
Position Value (USD)
Derivatives in LMND
reported options exposure · as of Dec 31, 2025CallValue
$658,415
CallShares
9,250
PutValue
$0
PutShares
0
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, 2026UBS Group AG holds $3,507,251,048 across 45 Insurance - Property & Casualty names. LMND ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,871,071 | $935,768,168 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,125,741 | $620,036,133 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,918,556 | $578,574,538 | |
| 4 | ALL |
Allstate Corp
|
1,412,581 | $292,884,541 | |
| 5 | WRB |
Berkley W R Corp
|
3,267,776 | $216,588,191 | |
| 6 | L |
Loews Corp
|
1,288,263 | $137,509,191 | |
| 7 | CINF |
Cincinnati Financial Corp
|
795,925 | $125,238,795 | |
| 8 | AFG |
American Financial Group Inc
|
848,396 | $108,348,650 |
All Filings in LMND
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,739,490 | 346,833 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $22,568,114 | 317,057 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $658,415 | 9,250 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $37,690,042 | 704,092 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $791,922 | 14,794 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $5,138,880 | 96,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $38,043,374 | 868,372 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $242,882 | 5,544 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $4,376,627 | 139,250 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $3,826,161 | 121,736 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,368,581 | 391,728 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $799,646 | 48,493 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,483,398 | 89,903 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $160,495 | 9,727 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $1,488,434 | 90,703 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $772,771 | 47,909 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $113,027 | 9,727 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $162,366 | 13,973 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $214,938 | 12,756 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $659,738 | 46,265 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $138,707 | 9,727 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $405,871 | 29,669 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $726,113 | 34,283 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $995,351 | 54,510 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,720,404 | 65,241 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $421,100 | 10,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $4,141,686 | 98,354 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,447,097 | 96,211 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $536,080 | 8,000 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $5,387,894 | 49,245 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,822,736 | 51,785 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,398,795 | 19,582 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $433,657 | 8,722 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||