Choate Investment Advisors

Position in SPGI — S&P Global Inc.

CIK 1399794 BOSTON, MA

Position in SPGI

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

Position Value

$4,393,927

-$642,948 QoQ

Shares Held

11,404

-8.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#668

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $20,931,786 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	26,781	$14,998,431
2	SPGI	S&P Global Inc. This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,393,927	10,789	-8.9%	Shares	Sole	2026-08-11
2026-03-31	$5,036,875	11,842	-7.4%	Shares	Sole	2026-05-13
2025-12-31	$6,679,745	12,782	-1.8%	Shares	Sole	2026-02-09
2025-09-30	$6,335,991	13,018	-1.3%	Shares	Sole	2025-11-10
2025-06-30	$6,952,846	13,186	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$6,687,612	13,162	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$6,602,881	13,258	+4.8%	Shares	Sole	2025-02-10
2024-09-30	$6,538,343	12,656	+0.8%	Shares	Sole	2024-11-13
2024-06-30	$5,598,191	12,552	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$5,291,747	12,438	+1.9%	Shares	Sole	2024-05-07
2023-12-31	$5,374,784	12,201	+23.0%	Shares	Sole	2024-02-14
2023-09-30	$3,623,405	9,916	+36.5%	Shares	Sole	2023-10-30
2023-06-30	$2,913,267	7,267	-0.1%	Shares	Sole	2023-08-01
2023-03-31	$2,508,891	7,277	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$2,444,057	7,297	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$2,146,304	7,029	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$2,389,418	7,089	-10.1%	Shares	Sole	2022-08-11
2022-03-31	$3,233,858	7,884	-4.3%	Shares	Sole	2022-04-29
2021-12-31	$3,889,175	8,241	+10.6%	Shares	Sole	2022-02-07
2021-09-30	$3,165,855	7,451	+8.8%	Shares	Sole	2021-11-04
2021-06-30	$2,811,993	6,851	-24.7%	Shares	Sole	2021-07-30
2021-03-31	$3,208,647	9,093	-8.1%	Shares	Sole	2021-05-07
2020-12-31	$3,253,769	9,898	+4.7%	Shares	Sole	2021-02-08
2020-09-30	$3,408,751	9,453	+4.5%	Shares	Sole	2020-10-26
2020-06-30	$2,981,135	9,048	0.0%	Shares	Sole	2020-07-23
2020-03-31	$2,217,212	9,048	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.