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

Institutional Holders (2014Q2)
Portfolio Summary: 21 Institutional holders with a total value of $58,154,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QCI ASSET MANAGEMENT INC/NY 93,698 9,717,000 16.71%
2 Stillwater Capital Advisors, LLC 83,516 8,661,000 14.89%
3 CONFLUENCE INVESTMENT MANAGEMENT LLC 59,215 6,141,000 10.56%
4 BAINCO INTERNATIONAL INVESTORS 52,165 5,410,000 9.30%
5 Banyan Partners, LLC 50,807 5,269,000 9.06%
6 Ipswich Investment Management Co., Inc. 45,814 4,751,000 8.17%
7 World Asset Management Inc 44,929 4,659,000 8.01%
8 STONERIDGE INVESTMENT PARTNERS LLC 22,595 2,343,000 4.03%
9 S&CO INC 19,575 2,030,000 3.49%
10 Veritable, L.P. 15,402 1,597,000 2.75%
11 Narwhal Capital Management 13,485 1,398,000 2.40%
12 Legacy Capital Partners, Inc. 10,825 1,123,000 1.93%
13 Regent Investment Management LLC 8,945 928,000 1.60%
14 NORTHSTAR ASSET MANAGEMENT Co 8,750 907,000 1.56%
15 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,000 726,000 1.25%
16 LOWE BROCKENBROUGH & CO INC 6,960 722,000 1.24%
17 COLDSTREAM CAPITAL MANAGEMENT INC 4,691 486,000 0.84%
18 CG Asset Management LLC 4,200 436,000 0.75%
19 Constellation Wealth Advisors, LLC 4,041 419,000 0.72%
20 PARSONS CAPITAL MANAGEMENT INC/RI 3,650 379,000 0.65%
21 Bollard Group LLC 500 52,000 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.