Werba Rubin Papier Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1971029 SAN JOSE, CA

Position in TRV

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

Position Value

$242,968

New position

Shares Held

736

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,431

of 1,829 holders

Holding Since

Jun 2026

1 quarter 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. TRV ranks #5 (10.1% 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	918	$312,799
5	TRV	Travelers Companies, Inc. This page	736	$242,968

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,968	736	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.