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

Institutional Holders (2015Q1)
Portfolio Summary: 21 Institutional holders with a total value of $85,911,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SVB WEALTH LLC 173,519 19,346,000 22.52%
2 JAMES INVESTMENT RESEARCH, INC. 123,053 13,720,000 15.97%
3 QCI ASSET MANAGEMENT INC/NY 95,376 10,633,000 12.38%
4 CONFLUENCE INVESTMENT MANAGEMENT LLC 67,412 7,516,000 8.75%
5 BAINCO INTERNATIONAL INVESTORS 55,690 6,209,000 7.23%
6 Geneva Advisors, LLC 47,369 5,281,000 6.15%
7 Ipswich Investment Management Co., Inc. 40,624 4,529,000 5.27%
8 World Asset Management Inc 37,991 4,235,000 4.93%
9 S&CO INC 19,475 2,171,000 2.53%
10 Barry Investment Advisors, LLC 18,521 2,065,000 2.40%
11 Veritable, L.P. 16,506 1,840,000 2.14%
12 Narwhal Capital Management 13,485 1,503,000 1.75%
13 CULLINAN ASSOCIATES INC 12,500 1,394,000 1.62%
14 Legacy Capital Partners, Inc. 10,500 1,171,000 1.36%
15 Regent Investment Management LLC 8,945 997,000 1.16%
16 NORTHSTAR ASSET MANAGEMENT Co 8,750 976,000 1.14%
17 LOWE BROCKENBROUGH & CO INC 6,856 764,000 0.89%
18 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,100 680,000 0.79%
19 Constellation Wealth Advisors, LLC 4,101 457,000 0.53%
20 CG Asset Management LLC 3,500 390,000 0.45%
21 Karp Capital Management Corp 302 34,000 0.04%

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.