Institutions / Wright Investors Service Inc
Wright Investors Service Inc
CIK 108572 · Institution · as of Mar 31, 2026
Portfolio value
$317.71M
Positions
148
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$317.71M-4.6%Positions
148+0.7%Top holdings
Mar 31, 2026View all 148 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $15.77M | 5.0% |
| Apple Inc. | $15.07M | 4.7% |
| Microsoft Corp | $12.83M | 4.0% |
| Amazon.com Inc | $11.02M | 3.5% |
| Alphabet Inc. | $10.73M | 3.4% |
| Broadcom Inc. | $10.00M | 3.1% |
| Meta Platforms Inc | $8.59M | 2.7% |
| Gilead Sciences, Inc. | $7.84M | 2.5% |
| JPMorgan Chase & Co | $7.42M | 2.3% |
| Caterpillar Inc | $6.91M | 2.2% |
| Schwab Charles Corp | $6.75M | 2.1% |
| Bristol Myers Squibb Co | $6.71M | 2.1% |
| Exxon Mobil Corp | $6.31M | 2.0% |
| Applied Materials Inc /De | $5.36M | 1.7% |
| Coca Cola Co | $4.84M | 1.5% |
| Alphabet Inc. | $4.78M | 1.5% |
| NRG Energy Inc | $4.71M | 1.5% |
| Tesla Inc | $4.58M | 1.4% |
| Bank of America Corp /De | $4.52M | 1.4% |
| American Express Co | $4.25M | 1.3% |
| Visa Inc | $4.15M | 1.3% |
| Chevron Corp | $4.06M | 1.3% |
| Nextera Energy Inc | $3.75M | 1.2% |
| Progressive CORP/OH | $3.64M | 1.1% |
| The Goldman Sachs Group, Inc. | $3.63M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $2.92M | +24K +663.89% | 27,928 1.06% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $2.67M | +13K +191.88% | 19,614 1.28% of portfolio | low |
| Q1 2026 as of | Trim | Progressive CORP/OH Common stock | $-1.83M | -9K -33.47% | 18,373 1.15% of portfolio | low |
| Q1 2026 as of | Add | Baker Hughes Co Common stock | $1.67M | +27K +294.20% | 36,720 0.71% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.64M | -6K -13.26% | 37,301 3.38% of portfolio | low |
| Q1 2026 as of | Exit | Warren E. Buffett Common stock | $-1.62M | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-1.49M | -5K -12.96% | 32,313 3.15% of portfolio | low |
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-1.48M | -5K -45.12% | 6,633 0.56% of portfolio | low |
| Q1 2026 as of | New | GE Vernova Inc. Common stock | $1.35M | +2K | 1,545 0.42% of portfolio | low |
| Q1 2026 as of | Exit | Zoom Communications, Inc. Common stock | $-1.35M | -16K -100.00% | 0 | low |