Bank of Montreal
NSP icon

Bank of Montreal’s Insperity NSP Stock Holding History

Bank of Montreal’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,932
Closed -$351K – 3662
2025
Q1 		$351K Buy
3,932
+4
+0.1% +$332 ﹤0.01% 2414
2024
Q4 		$304K Buy
3,928
+529
+16% +$42.8K ﹤0.01% 2545
2024
Q3 		$296K Buy
3,399
+106
+3% +$9.82K ﹤0.01% 2793
2024
Q2 		$309K Buy
3,293
+75
+2% +$7.6K ﹤0.01% 2717
2024
Q1 		$353K Sell
3,218
-27,517
-90% -$2.93M ﹤0.01% 2678
2023
Q4 		$3.63M Buy
30,735
+27,543
+863% +$2.98M ﹤0.01% 1401
2023
Q3 		$314K Sell
3,192
-139
-4% -$14.5K ﹤0.01% 2774
2023
Q2 		$399K Sell
3,331
-2,265
-40% -$269K ﹤0.01% 2743
2023
Q1 		$681K Buy
5,596
+938
+20% +$110K ﹤0.01% 2282
2022
Q4 		$536K Buy
4,658
+1,163
+33% +$132K ﹤0.01% 2569
2022
Q3 		$371 Sell
3,495
-250
-7% -$26.8K ﹤0.01% 2788
2022
Q2 		$376 Buy
3,745
+607
+19% +$60.1K ﹤0.01% 2870
2022
Q1 		$321K Buy
3,138
+39
+1% +$3.89K ﹤0.01% 3150
2021
Q4 		$368K Sell
3,099
-365
-11% -$43.1K ﹤0.01% 2611
2021
Q3 		$386K Buy
3,464
+472
+16% +$48.5K ﹤0.01% 3015
2021
Q2 		$276K Sell
2,992
-1,502
-33% -$134K ﹤0.01% 3094
2021
Q1 		$385K Sell
4,494
-5,149
-53% -$438K ﹤0.01% 2796
2020
Q4 		$813K Buy
9,643
+3,849
+66% +$316K ﹤0.01% 2381
2020
Q3 		$397K Sell
5,794
-954
-14% -$63.6K ﹤0.01% 2431
2020
Q2 		$410K Sell
6,748
-43,459
-87% -$2.18M ﹤0.01% 2367
2020
Q1 		$1.8M Sell
50,207
-48,170
-49% -$3.42M ﹤0.01% 1472
2019
Q4 		$8.46M Buy
98,377
+28,753
+41% +$2.5M 0.01% 1077
2019
Q3 		$6.87M Buy
69,624
+11,896
+21% +$1.29M 0.01% 1038
2019
Q2 		$7.05M Buy
57,728
+38,197
+196% +$4.6M 0.01% 1051
2019
Q1 		$2.42M Sell
19,531
-3,654
-16% -$417K ﹤0.01% 1564
2018
Q4 		$2.16M Sell
23,185
-2,588
-10% -$269K ﹤0.01% 1480
2018
Q3 		$3.04M Buy
25,773
+372
+1% +$40.4K ﹤0.01% 1443
2018
Q2 		$2.42M Sell
25,401
-3,514
-12% -$302K ﹤0.01% 1555
2018
Q1 		$2.01M Sell
28,915
-7,073
-20% -$452K ﹤0.01% 1562
2017
Q4 		$2.06M Sell
35,988
-1,742
-5% -$92.2K ﹤0.01% 1565
2017
Q3 		$1.66M Sell
37,730
-2,522
-6% -$99.8K ﹤0.01% 1703
2017
Q2 		$1.43M Buy
40,252
+36,730
+1,043% +$1.49M ﹤0.01% 1809
2017
Q1 		$156K Buy
3,522
+38
+1% +$1.51K ﹤0.01% 2603
2016
Q4 		$127K Hold
3,484
– – ﹤0.01% 2722
2016
Q3 		$127K Sell
3,484
-36
-1% -$1.29K ﹤0.01% 2648
2016
Q2 		$136K Buy
3,520
+36
+1% +$1.16K ﹤0.01% 2666
2016
Q1 		$90K Buy
3,484
+1,502
+76% +$35.3K ﹤0.01% 2842
2015
Q4 		$48K Sell
1,982
-850
-30% -$19.3K ﹤0.01% 3059
2015
Q3 		$62K Buy
2,832
+1,010
+55% +$24K ﹤0.01% 2840
2015
Q2 		$46K Sell
1,822
-620
-25% -$16.2K ﹤0.01% 3026
2015
Q1 		$64K Buy
2,442
+1,432
+142% +$33.3K ﹤0.01% 2822
2014
Q4 		$17K Sell
1,010
-27,300
-96% -$431K ﹤0.01% 3402
2014
Q3 		$387K Buy
28,310
+3,248
+13% +$49.5K ﹤0.01% 2204
2014
Q2 		$413K Sell
25,062
-1,820
-7% -$28.9K ﹤0.01% 2193
2014
Q1 		$417K Hold
26,882
– – ﹤0.01% 2149
2013
Q4 		$486K Hold
26,882
– – ﹤0.01% 1826
2013
Q3 		$505K Hold
26,882
– – ﹤0.01% 1803
2013
Q2 		$408K Buy
+26,882
New +$392K ﹤0.01% 1847

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Bank of Montreal's NSP Position: Q2 2025 in Review

Bank of Montreal sold out of Insperity (NSP) in Q2 2025, closing a stake of 3,932 shares — an estimated $351K sold.

Bank of Montreal first reported a position in NSP in Q2 2013 and held it in 48 quarters. The position peaked at $8.46M in Q4 2019. 287 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

  • Bank of Montreal reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 3,932 Insperity shares in Q2 2025, an estimated $351K.
  • Bank of Montreal first reported a position in Insperity in Q2 2013 and held it in 48 quarters.
  • Bank of Montreal's Insperity position peaked at $8.46M in Q4 2019.
  • 287 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.