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

Institutional Holders (2014Q3)
Portfolio Summary: 22 Institutional holders with a total value of $62,790,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QCI ASSET MANAGEMENT INC/NY 94,935 9,956,000 15.86%
2 Stillwater Capital Advisors, LLC 84,987 8,913,000 14.19%
3 CONFLUENCE INVESTMENT MANAGEMENT LLC 61,722 6,473,000 10.31%
4 Geneva Advisors, LLC 54,481 5,713,000 9.10%
5 BAINCO INTERNATIONAL INVESTORS 52,065 5,460,000 8.70%
6 World Asset Management Inc 47,482 4,979,000 7.93%
7 Banyan Partners, LLC 47,249 4,955,000 7.89%
8 Ipswich Investment Management Co., Inc. 44,184 4,634,000 7.38%
9 S&CO INC 19,575 2,053,000 3.27%
10 Veritable, L.P. 16,430 1,723,000 2.74%
11 Narwhal Capital Management 13,485 1,414,000 2.25%
12 Legacy Capital Partners, Inc. 10,400 1,091,000 1.74%
13 Regent Investment Management LLC 8,945 938,000 1.49%
14 NORTHSTAR ASSET MANAGEMENT Co 8,750 918,000 1.46%
15 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,000 734,000 1.17%
16 LOWE BROCKENBROUGH & CO INC 6,960 730,000 1.16%
17 COLDSTREAM CAPITAL MANAGEMENT INC 4,741 497,000 0.79%
18 CG Asset Management LLC 4,200 440,000 0.70%
19 Constellation Wealth Advisors, LLC 4,001 420,000 0.67%
20 PARSONS CAPITAL MANAGEMENT INC/RI 3,650 382,000 0.61%
21 JAMES INVESTMENT RESEARCH, INC. 3,000 315,000 0.50%
22 Bollard Group LLC 500 52,000 0.08%

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.