Choate Investment Advisors 13F annual report
Daniel Hoffman
Published Mar 22, 2026
0.95%
3,956,896
0.85%
1,996,237
0.25%
2,388,306
10.59%
2,881,824
12.18%
418,117
Opened
793,458
22.42%
198,949
No change
312,367
5.70%
81,429
47.97%
191,745
5.06%
62,537
29.30%
293,923
8.50%
63,097
11.00%
118,644
6.22%
105,688
13.61%
90,366
42.60%
29,797
3.66%
125,965
1.57%
73,514
49.64%
20,487
4.20%
87,734
9.71%
18,159
52.28%
60,781
0.01%
159,286
1.82%
100,466
12.87%
36,912
No change
254,807
15.44%
47,525
12.53%
76,390
84.95%
70,308
4.80%
49,149
22.80%
39,483
38.21%
13,307
24.46%
16,619
14.29%
115,144
0.88%
22,781
5.36%
38,616
2.19%
89,646
14.45%
17,185
87.96%
22,401
48.71%
24,303
18.58%
22,056
16.19%
163,721
10.79%
33,303
2.29%
18,004
4.08%
132,916
208.35%
15,615
13.31%
27,610
12.70%
98,709
7.95%
25,339
12.58%
21,974
43.92%
13,202
12.37%
19,471
17.04%
48,625
1.34%
83,667
53.16%
6,958
7.39%
65,115
6.89%
38,002
36.45%
9,916
99.72%
7,012
59.32%
63,731
50.94%
26,940
2.41%
8,885
1.43%
48,363
No change
61,948
9.73%
11,250
51.50%
33,470
46.58%
41,865
2.61%
39,018
45.54%
7,980
8.78%
27,070
7.76%
180,597
46.41%
52,170
11.09%
24,780
2.31%
24,452
27.78%
46,926
13.55%
24,005
20.89%
37,935
78.49%
45,188
141.59%
24,043
9.05%
11,262
0.97%
39,242
3.11%
26,132
1.64%
12,883
239.04%
2,475
353.08%
61,596
3.04%
22,812
2.88%
32,336
11.98%
9,462
Opened
29,044
44.89%
78,867
339.64%
10,613
4.24%
22,196
No change
54,335
47.60%
2,242
15.77%
44,338
Opened
56,000
5.06%
11,847
9.49%
9,346
40.76%
16,066
44.14%
38,963
88.50%
10,322
15.70%
11,153
50.55%
14,313
20.35%
5,755
82.64%
12,489
Opened
14,127
2.59%
3,688
17.91%
14,594
2.84%
6,628
25.54%
2,261
1.83%
14,777
5.62%
31,129
15.14%
50,343
103.57%
9,629
8.78%
7,994
Opened
2,926
0.88%
1,143
29.33%
4,449
2.57%
4,949
48.75%
3,454
14.82%
2,719
Opened
15,977
1.17%
57,010
6.99%
9,278
78.13%
1,824
17.98%
8,097
1.87%
20,313
Opened
10,317
1.30%
15,732
4.12%
11,186
30.18%
2,739
54.13%
21,467
18.09%
2,265
3.33%
28,050
6.76%
8,394
35.97%
3,164
2.64%
6,037
1.14%
5,167
6.09%
6,428
53.80%
1,964
259.39%
6,293
21.70%
2,232
No change
25,760
Opened
6,985
13.68%
3,581
Opened
3,612
Closed
28,272
7.27%
7,943
21.36%
28,247
17.18%
7,305
12.69%
10,709
Opened
4,750
19.34%
7,326
Opened
1,999
No change
15,337
339.39%
2,298
251.38%
4,979
Opened
11,763
Opened
4,137
4.19%
23,578
Opened
13,723
Opened
12,741
16.39%
1,726
7.56%
3,939
Opened
26,000
24.83%
9,668
72.56%
4,502
No change
6,143
No change
15,187
3.69%
10,052
145.20%
3,526
2.36%
9,602
12.11%
3,000
160.25%
6,194
94.82%
7,592
12.01%
3,460
No change
2,360
221.48%
11,496
Opened
1,395
15.31%
9,616
Opened
14,100
Opened
6,303
26.43%
9,042
25.52%
4,132
Opened
8,822
Opened
8,356
Opened
11,415
No change
26,686
11.13%
3,154
Opened
2,019
Opened
2,475
49.84%
2,889
0.75%
15,360
60.50%
191
5.04%
13,268
12.82%
1,848
1.10%
10,402
Opened
3,944
8.16%
4,906
22.10%
34,951
22.37%
2,795
20.88%
631
No change
7,600
14.19%
16,572
5.83%
5,859
15.43%
7,317
Opened
16,585
10.58%
4,576
Opened
2,649
59.77%
3,558
46.70%
13,152
Opened
7,542
5.40%
1,640
No change
5,010
32.85%
1,723
0.50%
19,620
11.03%
10,339
14.04%
3,029
Opened
17,471
No change
43,746
0.67%
3,771
23.77%
2,218
Opened
5,906
4.66%
5,229
Opened
4,153
No change
23,044
Opened
702
3.76%
6,146
Opened
7,860
74.41%
3,642
No change
308,697
7.00%
2,904
No change
2,620
54.71%
5,893
Opened
6,169
8.63%
1,826
Opened
22,302
1.78%
2,098
1.58%
5,465
No change
16,000
Opened
2,858
Opened
2,183
Opened
11,034
No change
9,517
41.02%
4,170
19.30%
1,403
52.12%
4,708
12.00%
5,832
14.40%
1,390
Opened
5,301
Opened
4,961
22.26%
368
Opened
701
67.99%
2,960
Opened
541
36.70%
3,222
53.83%
1,166
Opened
1,780
Opened
8,769
Opened
2,950
No change
4,710
1.44%
9,146
5.67%
8,591
Opened
9,600
Opened
4,394
13.17%
4,186
Opened
2,124
Opened
3,180
Opened
3,200
No change
55,000
9.50%
1,325
Opened
888
1.59%
1,084
Opened
551
No change
3,973
30.56%
3,691
Opened
2,052
No change
8,418
Opened
3,294
13.82%
28,825
No change
6,200
Opened
731
23.97%
574
10.35%
1,173
No change
7,334
Opened
1,148
Opened
2,864
Opened
4,817
Opened
1,533
Opened
4,281
10.20%
2,916
21.39%
3,674
Opened
1,579
80.38%
1,828
Opened
2,066
Opened
7,212
No change
4,096
No change
20,900
Opened
6,374
Closed
1,112
Opened
3,953
16.52%
1,559
Opened
1,434
No change
26,200
22.66%
1,440
Opened
392
Opened
1,463
0.65%
11,248
No change
20,500
No change
6,081
No change
18,366
Opened
11,125
1.76%
16,231
Opened
1,822
No change
19,814
0.84%
14,672
Opened
1,237
Opened
11,935
No change
10,000
No change
10,000
Opened
19,354
No change
12,329
No change
10,000
Opened
15,852
Opened
21,228
Closed
3,665
No change
24,000
Opened
296