Position in LMND
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$8,391
+$306 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#272
of 336 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Dogwood Wealth Management LLC holds $376,199 across 8 Insurance - Property & Casualty names. LMND ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,409 | $307,796 | |
| 2 | TRV |
Travelers Companies, Inc.
|
55 | $18,156 | |
| 3 | CB |
Chubb Ltd
|
48 | $16,355 | |
| 4 | AIZ |
Assurant, Inc.
|
50 | $13,426 | |
| 5 | ALL |
Allstate Corp
|
42 | $9,993 | |
| 6 | LMND |
Lemonade, Inc.
This page
|
129 | $8,391 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
8 | $1,712 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2 | $370 |
All Filings in LMND
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,391 | 129 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,085 | 129 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,182 | 129 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,905 | 129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,651 | 129 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,054 | 129 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,731 | 129 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||