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

Institutional Holders (2015Q4)
Portfolio Summary: 24 Institutional holders with a total value of $158,495,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CONFLUENCE INVESTMENT MANAGEMENT LLC 455,630 53,240,000 33.59%
2 JAMES INVESTMENT RESEARCH, INC. 221,234 25,851,000 16.31%
3 SVB WEALTH LLC 141,772 16,566,000 10.45%
4 QCI ASSET MANAGEMENT INC/NY 99,046 11,574,000 7.30%
5 Stillwater Capital Advisors, LLC 94,588 11,053,000 6.97%
6 BAINCO INTERNATIONAL INVESTORS 55,332 6,466,000 4.08%
7 Oxbow Advisors, LLC 46,923 5,483,000 3.46%
8 World Asset Management Inc 35,450 4,142,000 2.61%
9 LOEB PARTNERS CORP 26,800 3,132,000 1.98%
10 LOWE BROCKENBROUGH & CO INC 23,923 2,795,000 1.76%
11 DEARBORN PARTNERS LLC 21,180 2,475,000 1.56%
12 S&CO INC 19,525 2,281,000 1.44%
13 Barry Investment Advisors, LLC 16,784 1,961,000 1.24%
14 Legacy Capital Partners, Inc. 14,850 1,736,000 1.10%
15 CG Asset Management LLC 14,133 1,651,000 1.04%
16 Narwhal Capital Management 13,485 1,576,000 0.99%
17 Liberty Capital Management, Inc. 12,603 1,473,000 0.93%
18 Veritable, L.P. 11,560 1,351,000 0.85%
19 Regent Investment Management LLC 8,945 1,045,000 0.66%
20 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 6,400 748,000 0.47%
21 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,137 717,000 0.45%
22 Reynders McVeigh Capital Management, LLC 5,387 629,000 0.40%
23 Fiera Capital Corp 2,385 279,000 0.18%
24 Savant Capital, LLC 2,320 271,000 0.17%

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.