WRIGHT INVESTORS SERVICE INC

Q1 2026 13F-HR Holdings

Location
Shelton, CT
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$317,712
Net value change ($000)
-15,387 (-4.6%)
New positions
18
Sold out positions
17
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 3,034 296.3%
MRK 2,974 772.5%
BKR 1,818 428.8%
XOM 1,744 38.2%
GEV 1,349 NEW
APH 1,084 131.7%
BMY 1,074 19.0%
PINS 988 NEW
AMAT 942 21.3%
ROST 862 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,318 -20.6%
AVGO -2,847 -22.2%
GOOGL -2,733 -20.3%
PGR -2,647 -42.1%
UNH -2,195 -55.0%
META -2,181 -20.3%
AXP -1,906 -31.0%
GOOGL -1,838 -27.8%
BRK-B -1,617 -100.0%
SYF -1,348 -39.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type