Rockefeller Capital Management
LMND icon

Rockefeller Capital Management’s Lemonade LMND Stock Holding History

Rockefeller Capital Management’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
2026
Q3 		$172K Buy
3,804
+35
+0.9% +$1.95K ﹤0.01% 2767
2026
Q2 		$245K Buy
3,769
+828
+28% +$48.4K ﹤0.01% 2495
2026
Q1 		$184K Buy
2,941
+1,472
+100% +$102K ﹤0.01% 2542
2025
Q4 		$105K Sell
1,469
-1,289
-47% -$86.6K ﹤0.01% 2708
2025
Q3 		$148K Buy
+2,758
New +$135K ﹤0.01% 2376
2023
Q1 		– Sell
-604
Closed -$8K – 3064
2022
Q4 		$8K Hold
604
– – ﹤0.01% 3186
2022
Q3 		$12K Sell
604
-100
-14% -$2.27K ﹤0.01% 3009
2022
Q2 		$12K Sell
704
-893
-56% -$18.8K ﹤0.01% 3019
2022
Q1 		$42K Sell
1,597
-549
-26% -$15.5K ﹤0.01% 2378
2021
Q4 		$90K Sell
2,146
-2,630
-55% -$148K ﹤0.01% 1978
2021
Q3 		$320K Buy
4,776
+1,200
+34% +$96.7K ﹤0.01% 1419
2021
Q2 		$391K Buy
3,576
+214
+6% +$19.4K ﹤0.01% 1291
2021
Q1 		$313K Buy
3,362
+156
+5% +$20.1K ﹤0.01% 1184
2020
Q4 		$392K Buy
3,206
+3,200
+53,333% +$236K ﹤0.01% 993
2020
Q3 		$0 Buy
+6
New +$377 ﹤0.01% 2693

Other funds holding LMND

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BIT Capital
BIT Capital Berlin, Germany $2.89B AUM 111.72% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Rockefeller Capital Management's LMND Position: Q3 2026 in Review

Rockefeller Capital Management increased its Lemonade (LMND) stake by 0.93% in Q3 2026, buying an estimated $1.95K and bringing the position to 3,804 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Rockefeller Capital Management first reported a position in LMND in Q3 2020 and has held it in 15 quarters since. The position peaked at $392K in Q4 2020. 250 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Rockefeller Capital Management held 3,804 shares of Lemonade worth $172K as of Q3 2026.
  • Rockefeller Capital Management bought 35 Lemonade shares in Q3 2026, an estimated $1.95K.
  • Lemonade made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2767 holding.
  • Rockefeller Capital Management first reported a position in Lemonade in Q3 2020 and has held it in 15 quarters since.
  • Rockefeller Capital Management's Lemonade position peaked at $392K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.