Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,289
+$318 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 947 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB 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. WRB ranks #3 (5.6% of the industry book) .
All Filings in WRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,289 | 75 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,971 | 75 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,259 | 75 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,746 | 75 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $82,653 | 1,125 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $80,055 | 1,125 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $68,468 | 1,170 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,374 | 1,170 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $62,078 | 790 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||