ACE LTD's ticker is ACE and the CUSIP is H0023R105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,519,000 | -7.4% | 57,836 | +0.1% | 0.14% | -2.7% |
| Q2 2022 | $11,359,000 | -7.6% | 57,782 | +0.5% | 0.15% | +11.5% |
| Q1 2022 | $12,296,000 | +11.8% | 57,484 | +1.0% | 0.13% | +18.0% |
| Q4 2021 | $10,997,000 | +10.1% | 56,889 | -1.2% | 0.11% | +12.1% |
| Q3 2021 | $9,989,000 | +7.1% | 57,582 | -1.9% | 0.10% | +7.6% |
| Q2 2021 | $9,329,000 | +1.4% | 58,694 | +0.8% | 0.09% | -4.2% |
| Q1 2021 | $9,203,000 | +5.1% | 58,257 | +2.4% | 0.10% | -3.0% |
| Q4 2020 | $8,755,000 | +28.4% | 56,879 | -3.2% | 0.10% | +8.8% |
| Q3 2020 | $6,820,000 | -12.6% | 58,733 | -4.7% | 0.09% | -17.3% |
| Q2 2020 | $7,802,000 | +13.1% | 61,617 | -0.3% | 0.11% | -4.3% |
| Q1 2020 | $6,901,000 | -27.8% | 61,786 | +0.7% | 0.12% | -5.7% |
| Q4 2019 | $9,554,000 | -3.0% | 61,376 | +0.6% | 0.12% | -10.9% |
| Q3 2019 | $9,848,000 | +9.4% | 60,998 | -0.2% | 0.14% | +7.9% |
| Q2 2019 | $9,001,000 | – | 61,110 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MYCIO WEALTH PARTNERS, LLC | 738,399 | $75,080,000 | 14.59% |
| WCM INVESTMENT MANAGEMENT, LLC | 3,385,809 | $344,268,000 | 7.75% |
| Rock Point Advisors, LLC | 94,888 | $9,648,000 | 4.93% |
| Spears Abacus Advisors LLC | 387,927 | $39,444,000 | 4.37% |
| Cornerstone Investment Partners, LLC | 1,558,079 | $158,425,000 | 3.73% |
| ALTRINSIC GLOBAL ADVISORS LLC | 1,585,075 | $161,171,000 | 3.30% |
| ARMSTRONG SHAW ASSOCIATES INC/CT | 121,921 | $12,397,000 | 2.68% |
| SANTA BARBARA ASSET MANAGEMENT, LLC | 1,220,106 | $124,060,000 | 2.50% |
| ARGENT TRUST Co | 24,818 | $2,524,000 | 2.47% |
| OAK ASSOCIATES LTD /OH/ | 195,396 | $19,868,000 | 2.42% |