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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Mascoma Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overviewAll 13F holders of TRVFull Q2 2026 holdings

Shares (Q2 2026)
57
Value
$18.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TRV by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657$18.8K<0.1%−31−35.2%ReducedHolders
Q1 202688$25.7K<0.1%−2−2.2%ReducedHolders
Q4 202590$26.1K<0.1%+4+4.7%AddedHolders
Q3 202586$24.0K<0.1%00.0%UnchangedHolders
Q2 202586$23.0K<0.1%00.0%UnchangedHolders
Q1 202586$22.7K<0.1%00.0%UnchangedHolders
Q4 202486$20.7K<0.1%+19+28.4%AddedHolders
Q3 202467$15.7K<0.1%00.0%UnchangedHolders
Q2 202467$13.6K<0.1%00.0%UnchangedHolders
Q1 202467$15.4K<0.1%00.0%UnchangedHolders
Q4 202367$12.8K<0.1%00.0%UnchangedHolders
Q3 202367$10.9K<0.1%00.0%UnchangedHolders
Q2 202367$11.2K<0.1%−1,049−94.0%ReducedHolders
Q1 20231,116$202.2K0.1%+259+30.2%AddedHolders
Q4 2022857$160.7K0.1%00.0%UnchangedHolders
Q3 2022857$131.0K<0.1%−15−1.7%ReducedHolders
Q2 2022872$147.0K0.1%00.0%UnchangedHolders
Q1 2022872$159.0K0.1%+15+1.8%AddedHolders
Q4 2021857$134.0K<0.1%00.0%UnchangedHolders
Q3 2021857$130.0K0.1%+857NewHolders
Q2 20210$00.0%−857−100.0%Sold outHolders
Q1 2021857$129.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.