CBIZ Investment Advisory Services’s Insperity NSP Stock Holding History

CBIZ Investment Advisory Services’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 Q3	–	Sell	-2	Closed	-$120	–	745
2025 Q2	$120	Sell	2 -156	-99%	-$10.9K	﹤0.01%	716
2025 Q1	$14.1K	Sell	158 -1	-0.6%	-$83	﹤0.01%	280
2024 Q4	$12.4K	Buy	159 +44	+38%	+$3.56K	﹤0.01%	265
2024 Q3	$10.1K	Buy	115 +7	+6%	+$648	﹤0.01%	264
2024 Q2	$9.83K	Buy	108 +1	+0.9%	+$101	﹤0.01%	252
2024 Q1	$11.8K	Buy	+107	New	+$11.4K	﹤0.01%	244

Other funds holding NSP

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's NSP Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Insperity (NSP) in Q3 2025, closing a stake of 2 shares — an estimated $120 sold.

CBIZ Investment Advisory Services first reported a position in NSP in Q1 2024 and held it in 6 quarters. The position peaked at $14.1K in Q1 2025. 277 funds tracked by Wall St. Rank hold NSP as of Q3 2025.

CBIZ Investment Advisory Services reported no remaining Insperity position as of Q3 2025 after selling out during the quarter.
CBIZ Investment Advisory Services sold 2 Insperity shares in Q3 2025, an estimated $120.
CBIZ Investment Advisory Services first reported a position in Insperity in Q1 2024 and held it in 6 quarters.
CBIZ Investment Advisory Services's Insperity position peaked at $14.1K in Q1 2025.
277 funds tracked by Wall St. Rank held Insperity as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.