Filed: 4/9/2025ACC: 0001062993-25-007255
📋 What this filing means
WRIGHT INVESTORS SERVICE INC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $302.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$302.53M
Total AUM (reported)
2.58M
Total Shares
Allocation by class
COM$243.93M80.6%
CL A$20.96M6.9%
COM NEW$9.12M3.0%
COM CL A$8.69M2.9%
CAP STK CL C$6.37M2.1%
CAP STK CL A$4.65M1.5%
ORD$1.91M0.6%
Portfolio Concentration
Top 3$43.38M14.3%
4–10$60.65M20.0%
11–25$74.80M24.7%
Rest$123.70M40.9%
Top 3 weight
14.3%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Sole
Full voting authority
2.42M
shares
% of voting shares93.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
161.78K
shares
% of voting shares6.3%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeSole · 93.7% of voting shares
Institutional Holdings141
Rows:
APPLE INC
SOLEShares73.15K
TypeSH
Market value$16.25M
5.37%
Sole
72.40K
Shared
0.00
None
751.00
MICROSOFT CORP
SOLEShares40.65K
TypeSH
Market value$15.26M
5.04%
Sole
40.65K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.60K
TypeSH
Market value$11.87M
3.92%
Sole
20.10K
Shared
0.00
None
494.00
NVIDIA CORPORATION
SOLEShares109.07K
TypeSH
Market value$11.82M
3.91%
Sole
109.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares57.02K
TypeSH
Market value$10.85M
3.59%
Sole
57.02K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares30.75K
TypeSH
Market value$8.70M
2.88%
Sole
29.25K
Shared
0.00
None
1.50K
ABBVIE INC
SOLEShares38.31K
TypeSH
Market value$8.03M
2.65%
Sole
36.57K
Shared
0.00
None
1.74K
VISA INC
SOLEShares20.76K
TypeSH
Market value$7.28M
2.41%
Sole
20.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares28.69K
TypeSH
Market value$7.04M
2.33%
Sole
26.13K
Shared
0.00
None
2.56K
BROADCOM INC
SOLEShares41.41K
TypeSH
Market value$6.93M
2.29%
Sole
40.70K
Shared
0.00
None
714.00
COCA COLA CO
SOLEShares90.10K
TypeSH
Market value$6.45M
2.13%
Sole
85.10K
Shared
0.00
None
5K
ALPHABET INC
SOLEShares40.79K
TypeSH
Market value$6.37M
2.11%
Sole
40.79K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares22.81K
TypeSH
Market value$6.14M
2.03%
Sole
21.52K
Shared
0.00
None
1.30K
GILEAD SCIENCES INC
SOLEShares50.66K
TypeSH
Market value$5.68M
1.88%
Sole
46.66K
Shared
0.00
None
4K
BRISTOL-MYERS SQUIBB CO
SOLEShares89.41K
TypeSH
Market value$5.45M
1.80%
Sole
82.47K
Shared
0.00
None
6.95K
EXXON MOBIL CORP
SOLEShares45.49K
TypeSH
Market value$5.41M
1.79%
Sole
41.28K
Shared
0.00
None
4.21K
HOME DEPOT INC
SOLEShares14.69K
TypeSH
Market value$5.38M
1.78%
Sole
14.35K
Shared
0.00
None
339.00
CATERPILLAR INC
SOLEShares16.03K
TypeSH
Market value$5.29M
1.75%
Sole
15.06K
Shared
0.00
None
972.00
ALPHABET INC
SOLEShares30.07K
TypeSH
Market value$4.65M
1.54%
Sole
29.28K
Shared
0.00
None
793.00
UNITEDHEALTH GROUP INC
SOLEShares8.45K
TypeSH
Market value$4.43M
1.46%
Sole
8.12K
Shared
0.00
None
333.00
ORACLE CORP
SOLEShares30.20K
TypeSH
Market value$4.22M
1.40%
Sole
30.20K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares96.76K
TypeSH
Market value$4.04M
1.33%
Sole
89.14K
Shared
0.00
None
7.62K
SALESFORCE INC
SOLEShares14.79K
TypeSH
Market value$3.97M
1.31%
Sole
14.67K
Shared
0.00
None
122.00
APPLIED MATLS INC
SOLEShares26.15K
TypeSH
Market value$3.80M
1.25%
Sole
24.93K
Shared
0.00
None
1.23K
THE CIGNA GROUP
SOLEShares10.73K
TypeSH
Market value$3.53M
1.17%
Sole
9.78K
Shared
0.00
None
949.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 73.15K | SH | $16.25M 5.37% | 72.40K | 0.00 | 751.00 |
MICROSOFT CORPSOLE | COM | 40.65K | SH | $15.26M 5.04% | 40.65K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.60K | SH | $11.87M 3.92% | 20.10K | 0.00 | 494.00 |
NVIDIA CORPORATIONSOLE | COM | 109.07K | SH | $11.82M 3.91% | 109.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 57.02K | SH | $10.85M 3.59% | 57.02K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 30.75K | SH | $8.70M 2.88% | 29.25K | 0.00 | 1.50K |
ABBVIE INCSOLE | COM | 38.31K | SH | $8.03M 2.65% | 36.57K | 0.00 | 1.74K |
VISA INCSOLE | COM CL A | 20.76K | SH | $7.28M 2.41% | 20.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 28.69K | SH | $7.04M 2.33% | 26.13K | 0.00 | 2.56K |
BROADCOM INCSOLE | COM | 41.41K | SH | $6.93M 2.29% | 40.70K | 0.00 | 714.00 |
COCA COLA COSOLE | COM | 90.10K | SH | $6.45M 2.13% | 85.10K | 0.00 | 5K |
ALPHABET INCSOLE | CAP STK CL C | 40.79K | SH | $6.37M 2.11% | 40.79K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 22.81K | SH | $6.14M 2.03% | 21.52K | 0.00 | 1.30K |
GILEAD SCIENCES INCSOLE | COM | 50.66K | SH | $5.68M 1.88% | 46.66K | 0.00 | 4K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 89.41K | SH | $5.45M 1.80% | 82.47K | 0.00 | 6.95K |
EXXON MOBIL CORPSOLE | COM | 45.49K | SH | $5.41M 1.79% | 41.28K | 0.00 | 4.21K |
HOME DEPOT INCSOLE | COM | 14.69K | SH | $5.38M 1.78% | 14.35K | 0.00 | 339.00 |
CATERPILLAR INCSOLE | COM | 16.03K | SH | $5.29M 1.75% | 15.06K | 0.00 | 972.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.07K | SH | $4.65M 1.54% | 29.28K | 0.00 | 793.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 8.45K | SH | $4.43M 1.46% | 8.12K | 0.00 | 333.00 |
ORACLE CORPSOLE | COM | 30.20K | SH | $4.22M 1.40% | 30.20K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 96.76K | SH | $4.04M 1.33% | 89.14K | 0.00 | 7.62K |
SALESFORCE INCSOLE | COM | 14.79K | SH | $3.97M 1.31% | 14.67K | 0.00 | 122.00 |
APPLIED MATLS INCSOLE | COM | 26.15K | SH | $3.80M 1.25% | 24.93K | 0.00 | 1.23K |
THE CIGNA GROUPSOLE | COM | 10.73K | SH | $3.53M 1.17% | 9.78K | 0.00 | 949.00 |
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