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Allied World Assurance Com Hld
Allied World Assurance Com Hld. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 5 Institutional holders with a total value of $10,320,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Matterhorn Capital Management, LLC 48,826 4,935,000 47.82%
2 BBR PARTNERS, LLC 35,000 3,612,000 35.00%
3 J.P. Morgan Private Wealth Advisors LLC 14,897 1,537,000 14.89%
4 World Asset Management Inc 1,991 205,000 1.99%
5 JAMES INVESTMENT RESEARCH, INC. 300 31,000 0.30%

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.