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ACE LTD
ACE LTD. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 23 Institutional holders with a total value of $99,721,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 J.P. Morgan Private Wealth Advisors LLC 453,938 44,968,000 45.09%
2 QCI ASSET MANAGEMENT INC/NY 94,244 9,336,000 9.36%
3 Stillwater Capital Advisors, LLC 81,532 8,077,000 8.10%
4 Banyan Partners, LLC 52,867 5,237,000 5.25%
5 BAINCO INTERNATIONAL INVESTORS 52,665 5,217,000 5.23%
6 CONFLUENCE INVESTMENT MANAGEMENT LLC 47,711 4,726,000 4.74%
7 World Asset Management Inc 45,993 4,556,000 4.57%
8 Ipswich Investment Management Co., Inc. 44,834 4,441,000 4.45%
9 STONERIDGE INVESTMENT PARTNERS LLC 23,010 2,279,000 2.29%
10 S&CO INC 19,575 1,939,000 1.94%
11 Veritable, L.P. 14,139 1,401,000 1.40%
12 Narwhal Capital Management 13,485 1,336,000 1.34%
13 Legacy Capital Partners, Inc. 11,575 1,147,000 1.15%
14 Regent Investment Management LLC 9,178 909,000 0.91%
15 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,000 693,000 0.69%
16 LOWE BROCKENBROUGH & CO INC 6,890 683,000 0.68%
17 CG Asset Management LLC 5,900 584,000 0.59%
18 LOEB PARTNERS CORP 5,000 495,000 0.50%
19 COLDSTREAM CAPITAL MANAGEMENT INC 4,860 481,000 0.48%
20 Constellation Wealth Advisors, LLC 4,784 474,000 0.48%
21 PARSONS CAPITAL MANAGEMENT INC/RI 3,725 370,000 0.37%
22 SMITH HAYES Advisers, Inc 3,250 322,000 0.32%
23 Bollard Group LLC 500 50,000 0.05%

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.