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Gallagher Fiduciary Advisors’s Lemonade LMND Stock Holding History

Gallagher Fiduciary Advisors’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
Q2 		– Sell
-10,100
Closed -$317K – 337
2025
Q1 		$317K Buy
10,100
+490
+5% +$16.9K 0.01% 229
2024
Q4 		$352K Buy
+9,610
New +$307K 0.07% 196

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gallagher Fiduciary Advisors's LMND Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of Lemonade (LMND) in Q2 2025, closing a stake of 10,100 shares — an estimated $317K sold.

Gallagher Fiduciary Advisors first reported a position in LMND in Q4 2024 and held it in 2 quarters. The position peaked at $352K in Q4 2024. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

  • Gallagher Fiduciary Advisors reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 10,100 Lemonade shares in Q2 2025, an estimated $317K.
  • Gallagher Fiduciary Advisors first reported a position in Lemonade in Q4 2024 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Lemonade position peaked at $352K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.