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Concourse Financial Group Securities’s Insperity NSP Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1,619
Closed -$128K – 1379
2024
Q4 		$128K Sell
1,619
-114
-7% -$9.23K 0.01% 870
2024
Q3 		$153K Sell
1,733
-2
-0.1% -$185 0.01% 813
2024
Q2 		$158K Sell
1,735
-21
-1% -$2.13K 0.01% 772
2024
Q1 		$192K Sell
1,756
-16
-0.9% -$1.7K 0.01% 687
2023
Q4 		$208K Sell
1,772
-229
-11% -$24.8K 0.01% 646
2023
Q3 		$195K Buy
2,001
+199
+11% +$20.8K 0.02% 626
2023
Q2 		$214K Buy
1,802
+1,322
+275% +$157K 0.02% 622
2023
Q1 		$58.3K Buy
480
+30
+7% +$3.51K ﹤0.01% 1038
2022
Q4 		$51.1K Sell
450
-281
-38% -$31.8K ﹤0.01% 1059
2022
Q3 		$75K Sell
731
-53
-7% -$5.69K 0.01% 820
2022
Q2 		$78K Sell
784
-64
-8% -$6.34K 0.01% 911
2022
Q1 		$85K Sell
848
-3,415
-80% -$340K 0.01% 933
2021
Q4 		$504K Buy
4,263
+151
+4% +$17.8K 0.03% 484
2021
Q3 		$455K Buy
4,112
+455
+12% +$46.7K 0.03% 484
2021
Q2 		$330K Buy
3,657
+762
+26% +$68K 0.02% 560
2021
Q1 		$242K Buy
2,895
+959
+50% +$81.5K 0.02% 619
2020
Q4 		$158K Buy
1,936
+946
+96% +$77.7K 0.01% 706
2020
Q3 		$65K Buy
990
+952
+2,505% +$63.5K 0.01% 952
2020
Q2 		$2K Buy
38
+19
+100% +$951 ﹤0.01% 1916
2020
Q1 		$1K Sell
19
-62
-77% -$4.4K ﹤0.01% 2060
2019
Q4 		$7K Sell
81
-169
-68% -$14.7K ﹤0.01% 1545
2019
Q3 		$25K Sell
250
-825
-77% -$89.6K 0.01% 885
2019
Q2 		$131K Sell
1,075
-120
-10% -$14.5K 0.01% 598
2019
Q1 		$147K Sell
1,195
-202
-14% -$23K 0.02% 575
2018
Q4 		$130K Buy
1,397
+537
+62% +$55.8K 0.02% 556
2018
Q3 		$101K Buy
+860
New +$93.5K 0.03% 417

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Concourse Financial Group Securities's NSP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Insperity (NSP) in Q1 2025, closing a stake of 1,619 shares — an estimated $128K sold.

Concourse Financial Group Securities first reported a position in NSP in Q3 2018 and held it in 26 quarters. The position peaked at $504K in Q4 2021. 318 funds tracked by Wall St. Rank hold NSP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Insperity position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,619 Insperity shares in Q1 2025, an estimated $128K.
  • Concourse Financial Group Securities first reported a position in Insperity in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Insperity position peaked at $504K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.