Position in LMND
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$34,243,588
-$8,525,840 QoQ
Shares Held
546,324
-9.1% QoQ
Ownership
0.711%
of shares outstanding
% of Portfolio
7.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMND Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Halter Ferguson Financial Inc. holds $34,243,588 across 1 Insurance - Property & Casualty name. LMND ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMND |
Lemonade, Inc.
This page
|
546,324 | $34,243,588 |
All Filings in LMND
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,243,588 | 546,324 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $42,769,428 | 600,863 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,828,248 | 575,906 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $12,534,172 | 286,103 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $14,984,692 | 476,764 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,739,537 | 292,790 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,238,383 | 742,170 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,278,128 | 744,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,672,006 | 711,274 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,428,724 | 398,557 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||