BG Investment Services’s Lemonade LMND Stock Holding History

BG Investment Services’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-26,000	Closed	-$1.14M	–	48
2025 Q2	$1.14M	Hold	26,000	–	–	1.42%	19
2025 Q1	$817K	Buy	+26,000	New	+$895K	0.88%	21

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

BG Investment Services's LMND Position: Q3 2025 in Review

BG Investment Services sold out of Lemonade (LMND) in Q3 2025, closing a stake of 26,000 shares — an estimated $1.14M sold.

BG Investment Services first reported a position in LMND in Q1 2025 and held it in 2 quarters. The position peaked at $1.14M in Q2 2025. 300 funds tracked by Wall St. Rank hold LMND as of Q3 2025.

BG Investment Services reported no remaining Lemonade position as of Q3 2025 after selling out during the quarter.
BG Investment Services sold 26,000 Lemonade shares in Q3 2025, an estimated $1.14M.
BG Investment Services first reported a position in Lemonade in Q1 2025 and held it in 2 quarters.
BG Investment Services's Lemonade position peaked at $1.14M in Q2 2025.
300 funds tracked by Wall St. Rank held Lemonade as of Q3 2025.

Based on BG Investment Services's 13F filing for Q3 2025, filed 31 Oct 2025.