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CHUBB LIMITED
CHUBB LIMITED. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 43 Institutional holders with a total value of $187,372,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 247,208 29,454,000 15.72%
2 ANCHOR CAPITAL ADVISORS LLC 161,063 19,191,000 10.24%
3 MAI Capital Management 116,866 13,925,000 7.43%
4 ARMSTRONG SHAW ASSOCIATES INC/CT 110,039 13,111,000 7.00%
5 QCI ASSET MANAGEMENT INC/NY 101,049 12,040,000 6.43%
6 Stillwater Capital Advisors, LLC 93,587 11,151,000 5.95%
7 Veritable, L.P. 70,749 8,430,000 4.50%
8 BERKSHIRE ASSET MANAGEMENT LLC/PA 65,669 7,824,000 4.18%
9 BAINCO INTERNATIONAL INVESTORS 59,793 7,124,000 3.80%
10 WILKINS INVESTMENT COUNSEL INC 50,820 6,055,000 3.23%
11 World Asset Management Inc 46,412 5,530,000 2.95%
12 THOMAS STORY & SON LLC 44,903 5,350,000 2.86%
13 LOEB PARTNERS CORP 37,400 4,457,000 2.38%
14 Tufton Capital Management 33,720 4,018,000 2.14%
15 Oxbow Advisors, LLC 31,118 3,708,000 1.98%
16 BECK MACK & OLIVER LLC 27,891 3,323,000 1.77%
17 LOWE BROCKENBROUGH & CO INC 26,610 3,171,000 1.69%
18 KCM INVESTMENT ADVISORS LLC 21,992 2,620,000 1.40%
19 S&CO INC 21,020 2,505,000 1.34%
20 Barry Investment Advisors, LLC 19,784 2,357,000 1.26%
21 Selway Asset Management 18,125 2,160,000 1.15%
22 Legacy Capital Partners, Inc. 15,047 1,793,000 0.96%
23 Reynders McVeigh Capital Management, LLC 14,797 1,763,000 0.94%
24 CG Asset Management LLC 14,689 1,750,000 0.93%
25 Narwhal Capital Management 13,485 1,607,000 0.86%
26 Liberty Capital Management, Inc. 13,343 1,590,000 0.85%
27 Azimuth Capital Management LLC 12,049 1,436,000 0.77%
28 Sippican Capital Advisors 10,092 1,202,000 0.64%
29 BOSTON FAMILY OFFICE LLC 9,337 1,113,000 0.59%
30 Regent Investment Management LLC 9,120 1,087,000 0.58%
31 DREMAN VALUE MANAGEMENT, L L C 8,791 1,047,000 0.56%
32 NORTHSTAR ASSET MANAGEMENT Co 8,500 1,013,000 0.54%
33 Laird Norton Wetherby Wealth Management, LLC 7,616 908,000 0.48%
34 ZEVIN ASSET MANAGEMENT LLC 6,866 818,000 0.44%
35 SHELTON CAPITAL MANAGEMENT 4,346 518,000 0.28%
36 MCRAE CAPITAL MANAGEMENT INC 3,741 446,000 0.24%
37 M&R CAPITAL MANAGEMENT INC 3,030 361,000 0.19%
38 BLUESTEIN R H & CO LLC 2,500 298,000 0.16%
39 Birch Hill Investment Advisors LLC 2,259 269,000 0.14%
40 NICHOLS & PRATT ADVISERS LLP /MA 2,155 256,000 0.14%
41 Caprock Group, LLC 1,954 233,000 0.12%
42 Main Street Research LLC 1,802 215,000 0.11%
43 Bollard Group LLC 1,215 145,000 0.08%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.