Wright Investors Service Inc Reduced Holdings in Q3 2025

Wright Investors Service Inc

  • $331 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-6.24K
- 46.43%
$357.4 - $423.42 $2.23M - $2.64M
7.19K $2.91M
PGR
Progressive Corp

Financial Services
-5.21K
- 15.38%
$238.61 - $264.3 $1.24M - $1.38M
28.7K $7.08M
KO
Coca Cola CO

Consumer Defensive
-21.9K
- 23.15%
$65.67 - $71.67 $1.44M - $1.57M
72.8K $4.83M
META
Meta Platforms, Inc.

Communication Services
-1.95K
- 9.81%
$695.21 - $791.73 $1.36M - $1.55M
17.9K $13.2M
V
Visa Inc.

Financial Services
-3.63K
- 19.18%
$332.09 - $358.86 $1.2M - $1.3M
15.3K $5.22M
AXP
American Express CO

Financial Services
-5.41K
- 23.9%
$294.27 - $342.31 $1.59M - $1.85M
17.2K $5.72M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-2.6K
- 73.86%
$473.44 - $553.71 $1.23M - $1.44M
921 $503K
CI
Cigna Corp

Healthcare
-2.09K
- 16.33%
$262.23 - $334.39 $547K - $697K
10.7K $3.08M
CB
Chubb LTD

Financial Services
-3.6K
- 42.4%
$265.99 - $289.59 $958K - $1.04M
4.89K $1.38M
HWM
Howmet Aerospace Inc.

Industrials
-6.27K
- 35.22%
$171.0 - $196.23 $1.07M - $1.23M
11.5K $2.26M
UGI
Ugi Corp

Utilities
-23.6K
- 65.43%
$32.64 - $37.14 $771K - $878K
12.5K $415K
LLY
Eli Lilly & CO

Healthcare
-1.1K
- 42.8%
$625.65 - $812.69 $689K - $896K
1.47K $1.12M
MRK
Merck & Co., Inc.

Healthcare
-10.5K
- 73.51%
$77.6 - $87.37 $812K - $914K
3.77K $316K
COST
Costco Wholesale Corp

Consumer Defensive
-613
- 19.4%
$915.95 - $994.57 $561K - $610K
2.55K $2.36M
AMT
American Tower Corp

Real Estate
-2.91K
- 54.66%
$192.32 - $232.35 $559K - $676K
2.41K $464K
OHI
Omega Healthcare Investors Inc

Real Estate
-23.4K
- 45.15%
$36.29 - $43.34 $850K - $1.02M
28.5K $1.2M
NFLX
Netflix Inc

Communication Services
-158
- 5.09%
$1147.87 - $1297.18 $181K - $205K
2.95K $3.53M
CMCSA
Comcast Corp

Communication Services
-4.43K
- 4.28%
$31.41 - $36.33 $139K - $161K
99K $3.11M
VICI
Vici Properties Inc.

Real Estate
-17.5K
- 23.44%
$31.43 - $33.93 $549K - $593K
57K $1.86M
BMY
Bristol Myers Squibb CO

Healthcare
-7.91K
- 8.8%
$43.31 - $48.98 $342K - $387K
81.9K $3.69M
T
At&T Inc.

Communication Services
-11.1K
- 9.01%
$26.94 - $29.62 $298K - $328K
112K $3.16M
NRG
Nrg Energy, Inc.

Utilities
-2.32K
- 8.35%
$144.77 - $173.91 $335K - $403K
25.4K $4.12M
CBRE
Cbre Group, Inc.

Real Estate
-3.42K
- 26.84%
$137.04 - $165.9 $469K - $568K
9.32K $1.47M
MSFT
Microsoft Corp

Technology
-2.16K
- 5.46%
$491.09 - $535.64 $1.06M - $1.16M
37.4K $19.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.52K
- 27.05%
$121.35 - $144.54 $548K - $653K
12.2K $1.76M
PM
Philip Morris International Inc.

Consumer Defensive
-510
- 5.67%
$157.77 - $183.27 $80.5K - $93.5K
8.49K $1.38M
IBM
International Business Machines Corp

Technology
-508
- 5.61%
$234.77 - $292.47 $119K - $149K
8.55K $2.41M
KR
Kroger CO

Consumer Defensive
-1.98K
- 7.96%
$64.52 - $74.35 $128K - $147K
22.9K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
-2.96K
- 10.31%
$282.78 - $316.06 $838K - $936K
25.8K $8.13M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-900
- 11.64%
$93.1 - $110.49 $83.8K - $99.4K
6.83K $637K
CL
Colgate Palmolive CO

Consumer Defensive
-645
- 4.89%
$79.36 - $93.33 $51.2K - $60.2K
12.6K $1M
NOW
Service Now, Inc.

Technology
-55
- 4.92%
$850.86 - $1044.69 $46.8K - $57.5K
1.06K $978K
AMP
Ameriprise Financial Inc

Financial Services
-110
- 4.98%
$486.13 - $544.55 $53.5K - $59.9K
2.1K $1.03M
ABBV
Abb Vie Inc.

Healthcare
-4.52K
- 22.85%
$184.85 - $231.54 $835K - $1.05M
15.2K $3.53M
WFC
Wells Fargo & Company

Financial Services
-2.66K
- 9.68%
$77.05 - $85.16 $205K - $227K
24.9K $2.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-647
- 5.99%
$65.64 - $78.22 $42.5K - $50.6K
10.1K $680K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-308
- 8.71%
$459.11 - $506.91 $141K - $156K
3.23K $1.62M
ABT
Abbott Laboratories

Healthcare
-554
- 7.81%
$120.51 - $136.62 $66.8K - $75.7K
6.54K $876K
EOG
Eog Resources Inc

Energy
-83
- 0.81%
$112.12 - $126.1 $9.31K - $10.5K
10.1K $1.14M
BA
Boeing CO

Industrials
-654
- 7.48%
$209.79 - $237.38 $137K - $155K
8.09K $1.75M
OKE
Oneok Inc

Energy
-346
- 5.4%
$71.36 - $83.47 $24.7K - $28.9K
6.06K $441K
USFD
Us Foods Holding Corp.

Consumer Defensive
-850
- 5.94%
$76.35 - $84.68 $64.9K - $72K
13.5K $1.03M
G
Genpact LTD

Technology
-1.01K
- 9.72%
$41.06 - $46.13 $41.5K - $46.6K
9.38K $392K
CACI
Caci International Inc

Technology
-142
- 9.2%
N/A
1.4K $599K
ACGL
Arch Capital Group Ltd.

Financial Services
-612
- 6.17%
$85.61 - $93.54 $52.4K - $57.2K
9.3K $844K
MGM
Mgm Resorts International

Consumer Cyclical
-1.75K
- 6.53%
$34.18 - $39.77 $59.8K - $69.6K
25K $867K
BEN
Franklin Resources Inc

Financial Services
-1.23K
- 5.87%
$23.13 - $26.03 $28.5K - $32K
19.7K $456K
VZ
Verizon Communications Inc

Communication Services
-1.29K
- 6.07%
$40.84 - $45.06 $52.7K - $58.2K
20K $877K
EMR
Emerson Electric CO

Industrials
-196
- 5.55%
$128.6 - $149.63 $25.2K - $29.3K
3.34K $437K
Activity Summary
Buys All Purchases 48 New Holdings 18 Increased Positions 30 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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