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

Institutional Holders (2016Q2)
Portfolio Summary: 44 Institutional holders with a total value of $181,624,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 228,071 29,810,000 16.41%
2 ARMSTRONG SHAW ASSOCIATES INC/CT 109,902 14,365,000 7.91%
3 MAI Capital Management 105,178 13,748,000 7.57%
4 QCI ASSET MANAGEMENT INC/NY 101,603 13,281,000 7.31%
5 Stillwater Capital Advisors, LLC 93,195 12,182,000 6.71%
6 Veritable, L.P. 70,993 9,279,000 5.11%
7 BERKSHIRE ASSET MANAGEMENT LLC/PA 68,424 8,944,000 4.92%
8 BAINCO INTERNATIONAL INVESTORS 62,832 8,213,000 4.52%
9 MORRIS CAPITAL ADVISORS, LLC 50,806 6,641,000 3.66%
10 WILKINS INVESTMENT COUNSEL INC 50,148 6,555,000 3.61%
11 World Asset Management Inc 46,921 6,133,000 3.38%
12 LOEB PARTNERS CORP 36,209 4,733,000 2.61%
13 PRICE MICHAEL F 33,706 4,406,000 2.43%
14 Tufton Capital Management 32,531 4,252,000 2.34%
15 LOWE BROCKENBROUGH & CO INC 26,720 3,493,000 1.92%
16 KCM INVESTMENT ADVISORS LLC 22,326 2,918,000 1.61%
17 S&CO INC 21,260 2,779,000 1.53%
18 Barry Investment Advisors, LLC 19,708 2,576,000 1.42%
19 Selway Asset Management 18,225 2,382,000 1.31%
20 Legacy Capital Partners, Inc. 16,047 2,098,000 1.16%
21 CG Asset Management LLC 15,089 1,972,000 1.09%
22 Reynders McVeigh Capital Management, LLC 14,687 1,920,000 1.06%
23 Liberty Capital Management, Inc. 14,278 1,866,000 1.03%
24 Narwhal Capital Management 13,485 1,763,000 0.97%
25 Azimuth Capital Management LLC 12,049 1,575,000 0.87%
26 BLUESTEIN R H & CO LLC 11,250 1,470,000 0.81%
27 Sippican Capital Advisors 9,871 1,290,000 0.71%
28 BOSTON FAMILY OFFICE LLC 9,362 1,224,000 0.67%
29 Regent Investment Management LLC 9,120 1,192,000 0.66%
30 NORTHSTAR ASSET MANAGEMENT Co 8,900 1,163,000 0.64%
31 DREMAN VALUE MANAGEMENT, L L C 8,857 1,158,000 0.64%
32 Laird Norton Wetherby Wealth Management, LLC 7,772 1,016,000 0.56%
33 MONARCH CAPITAL MANAGEMENT INC 6,628 866,000 0.48%
34 ZEVIN ASSET MANAGEMENT LLC 6,508 851,000 0.47%
35 BECK MACK & OLIVER LLC 4,318 564,000 0.31%
36 MCRAE CAPITAL MANAGEMENT INC 4,267 558,000 0.31%
37 FARR MILLER & WASHINGTON LLC/DC 3,370 440,000 0.24%
38 NICHOLS & PRATT ADVISERS LLP /MA 3,125 409,000 0.23%
39 Main Street Research LLC 2,439 319,000 0.18%
40 Birch Hill Investment Advisors LLC 2,259 295,000 0.16%
41 BURNHAM ASSET MANAGEMENT CORP /NY/ 2,166 283,000 0.16%
42 Caprock Group, LLC 1,946 254,000 0.14%
43 ABNER HERRMAN & BROCK LLC 1,760 229,000 0.13%
44 Bollard Group LLC 1,215 159,000 0.09%

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.