Position in LMND
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,602
-$118,404 QoQ
Shares Held
40
-97.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 336 holders
Holding Since
Mar 2025
5 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 Jun 30, 2026Beaird Harris Wealth Management, LLC holds $325,405 across 7 Insurance - Property & Casualty names. LMND ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
527 | $173,973 | |
| 2 | RLI |
Rli Corp
|
2,356 | $139,168 | |
| 3 | PGR |
Progressive Corp/Oh/
|
17 | $3,713 | |
| 4 | ALL |
Allstate Corp
|
15 | $3,569 | |
| 5 | LMND |
Lemonade, Inc.
This page
|
40 | $2,602 | |
| 6 | ORI |
Old Republic International Corp
|
34 | $1,391 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 |
All Filings in LMND
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,602 | 40 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $121,006 | 1,700 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $91,001 | 1,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $74,477 | 1,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,715 | 500 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||