Mascoma Wealth Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1695664
HANOVER, NH
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,166
-$230 QoQ
Shares Held
85
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,367
of 1,495 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $78,631 across 3 Insurance Brokers names. MRSH ranks #3 (18.0% of the industry book) .
All Filings in MRSH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,166 | 85 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,396 | 83 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $15,769 | 85 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,719 | 78 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $17,053 | 78 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,034 | 78 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,567 | 78 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,154 | 50 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,536 | 50 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,299 | 50 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,473 | 50 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $11,608 | 61 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,404 | 50 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,327 | 50 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,274 | 50 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $44,040 | 295 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $46,264 | 298 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $50,444 | 296 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $31,982 | 184 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,571 | 50 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $6,090 | 50 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||