Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,816
-$6,851 QoQ
Shares Held
57
-35.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,730
of 1,829 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $95,140 across 5 Insurance - Property & Casualty names. TRV ranks #2 (19.8% of the industry book) .
All Filings in TRV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,816 | 57 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,667 | 88 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,105 | 90 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,012 | 86 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $23,008 | 86 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $22,743 | 86 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $20,716 | 86 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,686 | 67 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,623 | 67 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,419 | 67 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $12,762 | 67 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,941 | 67 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,635 | 67 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $191,293 | 1,116 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $160,678 | 857 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $131,292 | 857 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $147,481 | 872 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $159,340 | 872 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $134,060 | 857 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $130,272 | 857 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $128,892 | 857 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||