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Beverly Hills Private Wealth’s Insperity NSP Stock Holding History

Beverly Hills Private Wealth’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
-3,538
Closed -$316K – 347
2025
Q1 		$316K Buy
3,538
+155
+5% +$12.9K 0.06% 255
2024
Q4 		$262K Sell
3,383
-364
-10% -$29.5K 0.05% 282
2024
Q3 		$330K Sell
3,747
-796
-18% -$73.7K 0.07% 255
2024
Q2 		$414K Sell
4,543
-309
-6% -$31.3K 0.09% 210
2024
Q1 		$532K Buy
4,852
+1,285
+36% +$137K 0.12% 180
2023
Q4 		$418K Sell
3,567
-1,412
-28% -$153K 0.11% 199
2023
Q3 		$486K Sell
4,979
-3,971
-44% -$415K 0.14% 148
2023
Q2 		$843K Buy
+8,950
New +$1.06M 0.14% 159

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

Beverly Hills Private Wealth's NSP Position: Q2 2025 in Review

Beverly Hills Private Wealth sold out of Insperity (NSP) in Q2 2025, closing a stake of 3,538 shares — an estimated $316K sold.

Beverly Hills Private Wealth first reported a position in NSP in Q2 2023 and held it in 8 quarters. The position peaked at $843K in Q2 2023. 286 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

  • Beverly Hills Private Wealth reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,538 Insperity shares in Q2 2025, an estimated $316K.
  • Beverly Hills Private Wealth first reported a position in Insperity in Q2 2023 and held it in 8 quarters.
  • Beverly Hills Private Wealth's Insperity position peaked at $843K in Q2 2023.
  • 286 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2025, filed 29 Jul 2025.