Bay Harbor Wealth Management’s Insperity NSP Stock Holding History

Bay Harbor Wealth Management’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	-1	Closed	-$89	–	1296
2025 Q1	$89	Buy	+1	New	+$83	﹤0.01%	900
2019 Q4	–	Sell	-21	Closed	-$2K	–	367
2019 Q3	$2K	Hold	21	–	–	﹤0.01%	306
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	282
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	324
2018 Q4	$2K	Buy	+21	New	+$2.18K	﹤0.01%	326

Other funds holding NSP

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bay Harbor Wealth Management's NSP Position: Q2 2025 in Review

Bay Harbor Wealth Management sold out of Insperity (NSP) in Q2 2025, closing a stake of 1 share — an estimated $89 sold.

Bay Harbor Wealth Management first reported a position in NSP in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 286 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

Bay Harbor Wealth Management reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 1 Insperity share in Q2 2025, an estimated $89.
Bay Harbor Wealth Management first reported a position in Insperity in Q4 2018 and held it in 5 quarters.
Bay Harbor Wealth Management's Insperity position peaked at $3K in Q2 2019.
286 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.