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Copeland Capital Management’s Insperity NSP Stock Holding History

Copeland Capital 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
Q3 		– Sell
-14
Closed -$767 – 298
2025
Q2 		$842 Sell
14
-468,978
-100% -$32.8M ﹤0.01% 281
2025
Q1 		$41.8M Buy
468,992
+19,375
+4% +$1.61M 0.84% 51
2024
Q4 		$34.8M Sell
449,617
-21,400
-5% -$1.73M 0.65% 69
2024
Q3 		$41.4M Buy
471,017
+1,607
+0.3% +$149K 0.72% 59
2024
Q2 		$42.8M Buy
469,410
+1,640
+0.4% +$166K 0.8% 55
2024
Q1 		$51.3M Sell
467,770
-235,387
-33% -$25M 0.93% 50
2023
Q4 		$82.4M Sell
703,157
-16,990
-2% -$1.84M 1.65% 9
2023
Q3 		$70.3M Buy
720,147
+98,190
+16% +$10.3M 1.51% 17
2023
Q2 		$74M Buy
621,957
+21,693
+4% +$2.58M 1.53% 21
2023
Q1 		$73M Buy
600,264
+33,811
+6% +$3.95M 1.72% 7
2022
Q4 		$64.3M Buy
566,453
+54,827
+11% +$6.21M 1.7% 10
2022
Q3 		$52.2M Buy
511,626
+5,076
+1% +$545K 1.72% 10
2022
Q2 		$50.6M Sell
506,550
-1,483
-0.3% -$147K 1.6% 12
2022
Q1 		$51M Buy
508,033
+406,226
+399% +$40.5M 1.41% 27
2021
Q4 		$12M Buy
+101,807
New +$12M 0.31% 98

Other funds holding NSP

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copeland Capital Management's NSP Position: Q3 2025 in Review

Copeland Capital Management sold out of Insperity (NSP) in Q3 2025, closing a stake of 14 shares — an estimated $767 sold.

Copeland Capital Management first reported a position in NSP in Q4 2021 and held it in 15 quarters. The position peaked at $82.4M in Q4 2023. 277 funds tracked by Wall St. Rank hold NSP as of Q3 2025.

  • Copeland Capital Management reported no remaining Insperity position as of Q3 2025 after selling out during the quarter.
  • Copeland Capital Management sold 14 Insperity shares in Q3 2025, an estimated $767.
  • Copeland Capital Management first reported a position in Insperity in Q4 2021 and held it in 15 quarters.
  • Copeland Capital Management's Insperity position peaked at $82.4M in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Insperity as of Q3 2025.

Based on Copeland Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.