Werba Rubin Papier Wealth Management

Position in CB — Chubb Ltd

CIK 1971029 SAN JOSE, CA

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$312,799

+$5,448 QoQ

Shares Held

918

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,590

of 2,131 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $2,404,815 across 5 Insurance - Property & Casualty names. CB ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRCH	Porch Group, Inc.	53,709	$807,783
2	ALL	Allstate Corp	2,652	$631,016
3	PGR	Progressive Corp/Oh/	1,878	$410,249
4	CB	Chubb Ltd This page	918	$312,799
5	TRV	Travelers Companies, Inc.	736	$242,968

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,799	918	-2.7%	Shares	Sole	2026-07-28
2026-03-31	$307,351	943	+2.8%	Shares	Sole	2026-05-12
2025-12-31	$286,214	917	+15.5%	Shares	Sole	2026-01-27
2025-09-30	$224,106	794	-35.8%	Shares	Sole	2025-11-04
2023-12-31	$279,562	1,237	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.