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

Institutional Holders (2015Q3)
Portfolio Summary: 22 Institutional holders with a total value of $91,097,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 220,419 22,791,000 25.02%
2 SVB WEALTH LLC 151,701 15,686,000 17.22%
3 QCI ASSET MANAGEMENT INC/NY 97,192 10,050,000 11.03%
4 Stillwater Capital Advisors, LLC 95,513 9,876,000 10.84%
5 CONFLUENCE INVESTMENT MANAGEMENT LLC 70,257 7,265,000 7.98%
6 BAINCO INTERNATIONAL INVESTORS 56,757 5,869,000 6.44%
7 World Asset Management Inc 34,408 3,557,000 3.90%
8 Geneva Advisors, LLC 19,597 2,026,000 2.22%
9 S&CO INC 19,375 2,003,000 2.20%
10 Barry Investment Advisors, LLC 18,535 1,917,000 2.10%
11 CG Asset Management LLC 14,000 1,448,000 1.59%
12 Narwhal Capital Management 13,485 1,394,000 1.53%
13 Legacy Capital Partners, Inc. 13,450 1,391,000 1.53%
14 Veritable, L.P. 11,078 1,145,000 1.26%
15 Regent Investment Management LLC 8,945 925,000 1.02%
16 NORTHSTAR ASSET MANAGEMENT Co 8,750 905,000 0.99%
17 LOWE BROCKENBROUGH & CO INC 6,903 714,000 0.78%
18 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 6,400 662,000 0.73%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,137 635,000 0.70%
20 Reynders McVeigh Capital Management, LLC 5,027 520,000 0.57%
21 Fiera Capital Corp 2,777 287,000 0.32%
22 Karp Capital Management Corp 302 31,000 0.03%

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.