Werba Rubin Papier Wealth Management PRCH — PORCH GROUP INC

Ownership history in Werba Rubin Papier Wealth Management  ·  15 quarters on record

AI Ownership Summary

Werba Rubin Papier Wealth Management reported PORCH GROUP INC (PRCH) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2025 Q2. The latest visible filing shows PRCH at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRCH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Werba Rubin Papier Wealth Management's position in PORCH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PRCH was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRCH stock page Werba Rubin Papier Wealth Management fund profile Werba Rubin Papier Wealth Management full holdings
How Werba Rubin Papier Wealth Management held PRCH — position size vs. price
% of Fund (quarterly)    PRCH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 53,709 — 0% 0.10% $808K 2026-07-28 $nan
2026 Q1 ADDED — — — 53,709 +423 +0.8% 0.05% $385K 2026-05-12 $10.33
2025 Q4 UNCHANGED — — — 53,286 — 0% 0.13% $487K 2026-01-27 $7.93
2025 Q3 REDUCED 51.2% -45.6% ✅ 53,286 -56,000 -51.2% 0.14% $894K 2025-11-04 $14.61
2025 Q2 UNCHANGED — — — 109,286 — 0% 0.24% $1.3M 2025-07-29 $12.81
2025 Q1 UNCHANGED — — — 109,286 — 0% 0.17% $797K 2025-05-07 $10.65
2024 Q4 REDUCED 25.0% +48.2% ❌ 109,286 -36,364 -25.0% 0.13% $538K 2025-02-03 $4.40
2024 Q3 UNCHANGED — — — 145,650 — 0% 0.05% $224K 2024-10-18 $1.52
2024 Q2 UNCHANGED — — — 145,650 — 0% 0.06% $220K 2024-08-06 $1.73
2024 Q1 UNCHANGED — — — 145,650 — 0% 0.18% $628K 2024-05-01 $3.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRCH

As of 2026 Q2 — sorted by position size

Pembroke Management, LTD 3Y 7Y 0.97% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.82% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.05% Blackhawk Capital Partners, LLC 3Y 7Y 0.05% Concurrent Investment Advisors, LLC 0.01% Caprock Group, LLC 3Y 7Y 0.01% D.A. DAVIDSON & CO. 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% GAMMA Investing LLC 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01%

FAQ About Werba Rubin Papier Wealth Management and PRCH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Werba Rubin Papier Wealth Management reported owning PRCH?

Werba Rubin Papier Wealth Management reported PRCH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PRCH position in Werba Rubin Papier Wealth Management's portfolio?

The largest reported portfolio weight for PRCH was 0.24% in 2025 Q2.

What is the latest reported PRCH position on this page?

The most recent filing on this page is 2026 Q2, when Werba Rubin Papier Wealth Management reported 53,709 shares, equal to 0.10% of portfolio, with an estimated market value of $808K.

What does the chart on this PRCH ownership page compare?

The chart compares Werba Rubin Papier Wealth Management's quarterly PRCH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Werba Rubin Papier Wealth Management time their PRCH position?

Based on 13F filing dates vs. subsequent PRCH price moves, Werba Rubin Papier Wealth Management correctly timed 1 out of 4 reported position changes (25%).

← Back to Werba Rubin Papier Wealth Management Holdings