Choate Investment Advisors
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,095,591
- Description
- Boston Massachusetts based planning integrated investment advisor with a manager led governance framework and a valuation conscious and methodical investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and long duration private asset evaluation for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through risk adjusted decision framing and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 444 | 5,095,591 | 13F-HR | Choate Investment Advisors |
| Q3 2025 | 11/10/2025 | 424 | 4,834,841 | 13F-HR | Choate Investment Advisors |
| Q2 2025 | 8/12/2025 | 477 | 4,612,263 | 13F-HR | Choate Investment Advisors |
| Q1 2025 | 5/14/2025 | 395 | 4,024,174 | 13F-HR | Choate Investment Advisors |
| Q4 2024 | 2/10/2025 | 402 | 4,159,769 | 13F-HR | Choate Investment Advisors |
| Q3 2024 | 11/13/2024 | 383 | 3,921,945 | 13F-HR | Choate Investment Advisors |
| Q2 2024 | 8/8/2024 | 377 | 3,814,134 | 13F-HR | Choate Investment Advisors |
| Q1 2024 | 5/7/2024 | 405 | 3,714,848 | 13F-HR | Choate Investment Advisors |
| Q4 2023 | 2/14/2024 | 379 | 3,229,577 | 13F-HR | Choate Investment Advisors |
| Q3 2023 | 10/30/2023 | 431 | 2,550,586 | 13F-HR | Choate Investment Advisors |
| Q2 2023 | 8/1/2023 | 348 | 2,391,814 | 13F-HR | Choate Investment Advisors |
| Q1 2023 | 5/15/2023 | 319 | 2,071,200 | 13F-HR | Choate Investment Advisors |
| Q4 2022 | 2/14/2023 | 327 | 1,657,662 | 13F-HR | Choate Investment Advisors |
| Q3 2022 | 11/14/2022 | 296 | 1,518,245 | 13F-HR | Choate Investment Advisors |
| Q2 2022 | 8/11/2022 | 314 | 1,646,908 | 13F-HR | Choate Investment Advisors |
| Q1 2022 | 4/29/2022 | 359 | 1,882,381 | 13F-HR | Choate Investment Advisors |
| Q4 2021 | 2/7/2022 | 343 | 1,712,970 | 13F-HR | Choate Investment Advisors |
| Q3 2021 | 11/4/2021 | 306 | 1,567,026 | 13F-HR | Choate Investment Advisors |
| Q2 2021 | 7/30/2021 | 342 | 1,649,922 | 13F-HR | Choate Investment Advisors |
| Q1 2021 | 5/7/2021 | 304 | 1,616,631 | 13F-HR | Choate Investment Advisors |
| Q4 2020 | 2/8/2021 | 287 | 1,646,606 | 13F-HR | Choate Investment Advisors |
| Q3 2020 | 10/26/2020 | 281 | 1,543,464 | 13F-HR | Choate Investment Advisors |
| Q2 2020 | 7/23/2020 | 241 | 1,377,924 | 13F-HR | Choate Investment Advisors |
| Q1 2020 | 5/7/2020 | 232 | 1,253,249 | 13F-HR | Choate Investment Advisors |
| Q4 2019 | 1/28/2020 | 227 | 1,645,276 | 13F-HR | Choate Investment Advisors |
| Q1 2014 | 5/15/2014 | 291 | 1,611,169 | 13F-HR | Choate Investment Advisors |
| Q4 2013 | 2/5/2014 | 263 | 1,529,618 | 13F-HR/A - RESTATEMENT | Choate Investment Advisors |
| Q4 2013 | 2/4/2014 | 250 | 1,352,732 | 13F-HR | Choate Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.922 M | 57.3% | 489.4 K | 0 | 489.4 K |
| ETFs | 2.172 M | 42.6% | 0 | 230.5 K | -230.5 K |
| Other | 1.771 K | 0.0% | 1.771 K | 0 | 1.771 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
5,095,591
Holdings
444
QoQ value change ($000)
260,750
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.