Choate Investment Advisors

Position in MSCI — MSCI Inc.

CIK 1399794 BOSTON, MA

Position in MSCI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,998,431

+$585,843 QoQ

Shares Held

26,781

+0.2% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#192

of 1,075 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $20,931,786 across 5 Financial Data & Stock Exchanges names. MSCI ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	26,781	$14,998,431
2	SPGI	S&P Global Inc.	11,404	$4,393,927
3	MCO	Moodys Corp /De/	1,858	$841,525
4	ICE	Intercontinental Exchange, Inc.	3,181	$391,612
5	CME	Cme Group Inc.	1,387	$306,291

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,998,431	26,781	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$14,412,588	26,739	-3.9%	Shares	Sole	2026-05-13
2025-12-31	$15,964,037	27,825	+2.0%	Shares	Sole	2026-02-09
2025-09-30	$15,484,618	27,290	-5.5%	Shares	Sole	2025-11-10
2025-06-30	$16,649,907	28,869	+15.5%	Shares	Sole	2025-08-12
2025-03-31	$14,130,714	24,988	+38.1%	Shares	Sole	2025-05-14
2024-12-31	$10,858,980	18,098	+235.2%	Shares	Sole	2025-02-10
2024-09-30	$3,147,239	5,399	+1277.3%	Shares	Sole	2024-11-13
2023-09-30	$201,127	392	-3.2%	Shares	Sole	2023-10-30
2022-03-31	$203,666	405	0.0%	Shares	Sole	2022-04-29
2021-12-31	$248,139	405	+8.0%	Shares	Sole	2022-02-07
2021-09-30	$228,127	375	0.0%	Shares	Sole	2021-11-04
2021-06-30	$199,905	375	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.