Mascoma Wealth Management LLC

Position in CB — Chubb Ltd

CIK 1695664 HANOVER, NH

Position in CB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,385

-$8,696 QoQ

Shares Held

-79.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,109

of 2,131 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $95,140 across 5 Insurance - Property & Casualty names. CB ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	311	$67,937
2	TRV	Travelers Companies, Inc.	57	$18,816
3	WRB	Berkley W R Corp	75	$5,289
4	CB	Chubb Ltd This page	7	$2,385
5	ALL	Allstate Corp	3	$713

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,385	7	-79.4%	Shares	Sole	2026-07-24
2026-03-31	$11,081	34	0.0%	Shares	Sole	2026-04-30
2025-12-31	$10,612	34	+17.2%	Shares	Sole	2026-02-04
2025-09-30	$8,185	29	0.0%	Shares	Sole	2025-10-28
2025-06-30	$8,401	29	0.0%	Shares	Sole	2025-07-22
2025-03-31	$8,757	29	-58.0%	Shares	Sole	2025-04-24
2024-12-31	$19,064	69	0.0%	Shares	Sole	2025-02-10
2024-09-30	$19,898	69	0.0%	Shares	Sole	2024-11-05
2024-06-30	$17,600	69	+137.9%	Shares	Sole	2024-08-02
2024-03-31	$7,514	29	0.0%	Shares	Sole	2024-05-02
2023-12-31	$6,554	29	0.0%	Shares	Sole	2024-01-24
2023-09-30	$6,037	29	0.0%	Shares	Sole	2023-10-13
2023-06-30	$5,584	29	-67.0%	Shares	Sole	2023-08-09
2023-03-31	$17,087	88	0.0%	Shares	Sole	2023-05-01
2022-12-31	$19,412	88	0.0%	Shares	Sole	2023-01-24
2022-09-30	$16,005	88	+151.4%	Shares	Sole	2022-10-18
2022-06-30	$6,880	35	0.0%	Shares	Sole	2022-07-14
2022-03-31	$7,486	35	0.0%	Shares	Sole	2022-04-25
2021-12-31	$6,765	35	+20.7%	Shares	Sole	2022-01-21
2021-09-30	$5,030	29	0.0%	Shares	Sole	2021-10-06
2021-03-31	$4,581	29	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.