Werba Rubin Papier Wealth Management’s Chubb CB Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Sell	918 -25	-3%	-$8.15K	0.04%	214
2026 Q1	$307K	Buy	943 +26	+3%	+$8.34K	0.04%	193
2025 Q4	$286K	Buy	917 +123	+15%	+$36K	0.08%	164
2025 Q3	$224K	Buy	+794	New	+$219K	0.04%	216
2024 Q1	–	Sell	-1,237	Closed	-$280K	–	155
2023 Q4	$280K	Buy	+1,237	New	+$271K	0.1%	87

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Werba Rubin Papier Wealth Management's CB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Chubb (CB) stake by 2.7% in Q2 2026, selling an estimated $8.15K and leaving 918 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #214.

Werba Rubin Papier Wealth Management first reported a position in CB in Q4 2023 and has held it in 5 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Werba Rubin Papier Wealth Management held 918 shares of Chubb worth $313K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 25 Chubb shares in Q2 2026, an estimated $8.15K.
Chubb made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #214 holding.
Werba Rubin Papier Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 5 quarters since.
2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.