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

Institutional Holders (2016Q3)
Portfolio Summary: 46 Institutional holders with a total value of $209,294,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BLUESTEIN R H & CO LLC 207,511 26,074,000 12.46%
2 JAMES INVESTMENT RESEARCH, INC. 196,132 24,645,000 11.78%
3 ARMSTRONG SHAW ASSOCIATES INC/CT 107,014 13,446,000 6.42%
4 QCI ASSET MANAGEMENT INC/NY 101,426 12,744,000 6.09%
5 MAI Capital Management 101,248 12,722,000 6.08%
6 UNITED CAPITAL FINANCIAL ADVISORS, LLC 100,717 12,655,000 6.05%
7 Stillwater Capital Advisors, LLC 91,908 11,548,000 5.52%
8 BERKSHIRE ASSET MANAGEMENT LLC/PA 71,874 9,031,000 4.31%
9 Veritable, L.P. 70,882 8,906,000 4.26%
10 BAINCO INTERNATIONAL INVESTORS 63,862 8,024,000 3.83%
11 WILKINS INVESTMENT COUNSEL INC 49,904 6,270,000 3.00%
12 World Asset Management Inc 47,851 6,012,000 2.87%
13 MORRIS CAPITAL ADVISORS, LLC 46,357 5,825,000 2.78%
14 LOEB PARTNERS CORP 36,209 4,549,000 2.17%
15 PRICE MICHAEL F 33,706 4,235,000 2.02%
16 Tufton Capital Management 32,531 4,088,000 1.95%
17 WBI INVESTMENTS, LLC 27,364 3,438,000 1.64%
18 LOWE BROCKENBROUGH & CO INC 26,435 3,322,000 1.59%
19 KCM INVESTMENT ADVISORS LLC 22,190 2,788,000 1.33%
20 S&CO INC 21,180 2,661,000 1.27%
21 Barry Investment Advisors, LLC 19,681 2,473,000 1.18%
22 Selway Asset Management 18,300 2,299,000 1.10%
23 Legacy Capital Partners, Inc. 16,047 2,017,000 0.96%
24 Reynders McVeigh Capital Management, LLC 14,533 1,826,000 0.87%
25 CG Asset Management LLC 14,089 1,770,000 0.85%
26 Hollow Brook Wealth Management LLC 13,963 1,754,000 0.84%
27 Azimuth Capital Management LLC 12,049 1,514,000 0.72%
28 Sippican Capital Advisors 9,871 1,240,000 0.59%
29 BOSTON FAMILY OFFICE LLC 9,507 1,195,000 0.57%
30 Regent Investment Management LLC 9,120 1,146,000 0.55%
31 DREMAN VALUE MANAGEMENT, L L C 8,850 1,112,000 0.53%
32 NORTHSTAR ASSET MANAGEMENT Co 8,600 1,081,000 0.52%
33 Laird Norton Wetherby Wealth Management, LLC 7,944 998,000 0.48%
34 ZEVIN ASSET MANAGEMENT LLC 6,665 837,000 0.40%
35 MONARCH CAPITAL MANAGEMENT INC 6,628 833,000 0.40%
36 SHELTON CAPITAL MANAGEMENT 4,490 593,000 0.28%
37 MCRAE CAPITAL MANAGEMENT INC 4,367 549,000 0.26%
38 Caprock Group, LLC 4,359 548,000 0.26%
39 BECK MACK & OLIVER LLC 4,118 517,000 0.25%
40 FARR MILLER & WASHINGTON LLC/DC 3,410 428,000 0.20%
41 NICHOLS & PRATT ADVISERS LLP /MA 2,890 363,000 0.17%
42 Main Street Research LLC 2,439 306,000 0.15%
43 Birch Hill Investment Advisors LLC 2,259 284,000 0.14%
44 FAIRFIELD, BUSH & CO. 2,021 254,000 0.12%
45 ABNER HERRMAN & BROCK LLC 1,760 221,000 0.11%
46 Bollard Group LLC 1,215 153,000 0.07%

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.