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

Institutional Holders (2016Q4)
Portfolio Summary: 51 Institutional holders with a total value of $213,373,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Ancora Advisors LLC 60 8,000 0.00%
2 DREMAN VALUE MANAGEMENT, L L C 377 50,000 0.02%
3 Bollard Group LLC 1,215 161,000 0.08%
4 ABNER HERRMAN & BROCK LLC 1,694 221,000 0.10%
5 Birch Hill Investment Advisors LLC 1,835 242,000 0.11%
6 FAIRFIELD, BUSH & CO. 2,021 267,000 0.13%
7 Main Street Research LLC 2,439 322,000 0.15%
8 FARR MILLER & WASHINGTON LLC/DC 2,720 359,000 0.17%
9 Narwhal Capital Management 2,860 378,000 0.18%
10 NICHOLS & PRATT ADVISERS LLP /MA 2,890 382,000 0.18%
11 Caprock Group, LLC 3,275 433,000 0.20%
12 BECK MACK & OLIVER LLC 4,118 544,000 0.25%
13 SHELTON CAPITAL MANAGEMENT 4,490 593,000 0.28%
14 MCRAE CAPITAL MANAGEMENT INC 4,716 623,000 0.29%
15 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 5,361 708,000 0.33%
16 MONARCH CAPITAL MANAGEMENT INC 6,628 876,000 0.41%
17 ZEVIN ASSET MANAGEMENT LLC 6,681 883,000 0.41%
18 Laird Norton Wetherby Wealth Management, LLC 8,107 1,071,000 0.50%
19 NORTHSTAR ASSET MANAGEMENT Co 8,600 1,136,000 0.53%
20 Regent Investment Management LLC 9,120 1,205,000 0.56%
21 Sippican Capital Advisors 9,456 1,249,000 0.59%
22 BOSTON FAMILY OFFICE LLC 9,502 1,255,000 0.59%
23 Azimuth Capital Management LLC 12,574 1,661,000 0.78%
24 CG Asset Management LLC 13,989 1,848,000 0.87%
25 Hollow Brook Wealth Management LLC 14,795 1,955,000 0.92%
26 Reynders McVeigh Capital Management, LLC 15,103 1,995,000 0.93%
27 1834 INVESTMENT ADVISORS CO 16,460 2,175,000 1.02%
28 Barry Investment Advisors, LLC 17,663 2,334,000 1.09%
29 Selway Asset Management 18,450 2,438,000 1.14%
30 Legacy Capital Partners, Inc. 20,482 2,707,000 1.27%
31 KCM INVESTMENT ADVISORS LLC 21,619 2,856,000 1.34%
32 S&CO INC 21,780 2,878,000 1.35%
33 LOWE BROCKENBROUGH & CO INC 28,060 3,707,000 1.74%
34 Tufton Capital Management 32,081 4,239,000 1.99%
35 RADNOR CAPITAL MANAGEMENT, LLC 33,028 4,364,000 2.05%
36 LOEB PARTNERS CORP 33,200 4,387,000 2.06%
37 PRICE MICHAEL F 33,706 4,453,000 2.09%
38 MORRIS CAPITAL ADVISORS, LLC 40,232 5,315,000 2.49%
39 World Asset Management Inc 43,667 5,769,000 2.70%
40 WILKINS INVESTMENT COUNSEL INC 50,867 6,721,000 3.15%
41 BAINCO INTERNATIONAL INVESTORS 64,672 8,544,000 4.00%
42 Leonetti & Associates, LLC 65,700 8,680,000 4.07%
43 Veritable, L.P. 68,883 9,101,000 4.27%
44 BERKSHIRE ASSET MANAGEMENT LLC/PA 74,115 9,792,000 4.59%
45 WBI INVESTMENTS, LLC 83,065 10,975,000 5.14%
46 MAI Capital Management 84,625 11,181,000 5.24%
47 Stillwater Capital Advisors, LLC 91,259 12,057,000 5.65%
48 JAMES INVESTMENT RESEARCH, INC. 93,155 12,308,000 5.77%
49 QCI ASSET MANAGEMENT INC/NY 101,139 13,363,000 6.26%
50 ARMSTRONG SHAW ASSOCIATES INC/CT 102,528 13,546,000 6.35%
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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.