Mackenzie Financial’s Insperity NSP Stock Holding History

Mackenzie Financial’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
2026 Q1	–	Sell	-55,104	Closed	-$2.14M	–	1648
2025 Q4	$2.14M	Buy	55,104 +43,058	+357%	+$1.72M	﹤0.01%	845
2025 Q3	$593K	Sell	12,046 -36,459	-75%	-$2M	﹤0.01%	1204
2025 Q2	$2.92M	Buy	48,505 +5,461	+13%	+$382K	﹤0.01%	701
2025 Q1	$3.84M	Buy	43,044 +1,785	+4%	+$148K	0.01%	629
2024 Q4	$3.2M	Sell	41,259 -1,162	-3%	-$94K	﹤0.01%	653
2024 Q3	$3.73M	Sell	42,421 -11,137	-21%	-$1.03M	0.01%	603
2024 Q2	$4.89M	Sell	53,558 -40,489	-43%	-$4.1M	0.01%	555
2024 Q1	$10.3M	Buy	94,047 +22,117	+31%	+$2.35M	0.01%	434
2023 Q4	$8.43M	Buy	71,930 +34,010	+90%	+$3.68M	0.01%	458
2023 Q3	$3.64M	Buy	37,920 +100	+0.3%	+$10.5K	0.01%	598
2023 Q2	$4.52M	Buy	37,820 +7,007	+23%	+$832K	0.01%	576
2023 Q1	$3.75M	Sell	30,813 -12,147	-28%	-$1.42M	0.01%	608
2022 Q4	$4.88M	Buy	42,960 +11,766	+38%	+$1.33M	0.01%	521
2022 Q3	$3.19M	Buy	31,194 +23,197	+290%	+$2.49M	0.01%	598
2022 Q2	$798K	Buy	7,997 +2,584	+48%	+$256K	﹤0.01%	868
2022 Q1	$544K	Buy	5,413 +138	+3%	+$13.8K	﹤0.01%	974
2021 Q4	$623K	Sell	5,275 -4	-0.1%	-$472	﹤0.01%	968
2021 Q3	$585K	Buy	5,279 +2,379	+82%	+$244K	﹤0.01%	976
2021 Q2	$262K	Buy	+2,900	New	+$259K	﹤0.01%	1100
2020 Q1	–	Sell	-4,950	Closed	-$426K	–	1142
2019 Q4	$426K	Sell	4,950 -373,440	-99%	-$32.5M	﹤0.01%	891
2019 Q3	$37.3M	Buy	378,390 +263,937	+231%	+$28.7M	0.1%	186
2019 Q2	$14M	Sell	114,453 -19,164	-14%	-$2.31M	0.04%	276
2019 Q1	$16.5M	Sell	133,617 -4,970	-4%	-$567K	0.04%	294
2018 Q4	$12.9M	Buy	138,587 +30,850	+29%	+$3.21M	0.03%	317
2018 Q3	$12.7M	Buy	107,737 +32,513	+43%	+$3.53M	0.03%	297
2018 Q2	$7.17M	Sell	75,224 -400	-0.5%	-$34.4K	0.02%	378
2018 Q1	$5.26M	Sell	75,624 -200	-0.3%	-$12.8K	0.01%	427
2017 Q4	$4.35M	Sell	75,824 -200	-0.3%	-$10.6K	0.01%	449
2017 Q3	$3.35M	Hold	76,024	–	–	0.02%	354
2017 Q2	$2.7M	Hold	76,024	–	–	0.02%	355
2017 Q1	$3.37M	Buy	76,024 +19,322	+34%	+$768K	0.02%	340
2016 Q4	$2.01M	Sell	56,702 -200	-0.4%	-$7.22K	0.01%	381
2016 Q3	$2.07M	Sell	56,902 -4,400	-7%	-$158K	0.01%	325
2016 Q2	$2.37M	Buy	+61,302	New	+$1.98M	0.01%	407
2015 Q1	–	Sell	-142,300	Closed	-$2.41M	–	793
2014 Q4	$2.41M	Sell	142,300 -12,500	-8%	-$197K	0.01%	399
2014 Q3	$2.12M	Buy	154,800 +34,800	+29%	+$530K	0.01%	394
2014 Q2	$1.98M	Hold	120,000	–	–	0.01%	418
2014 Q1	$1.86M	Buy	+120,000	New	+$1.85M	0.01%	407

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial's NSP Position: Q1 2026 in Review

Mackenzie Financial sold out of Insperity (NSP) in Q1 2026, closing a stake of 55,104 shares — an estimated $2.14M sold.

Mackenzie Financial first reported a position in NSP in Q1 2014 and held it in 38 quarters. The position peaked at $37.3M in Q3 2019. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

Mackenzie Financial reported no remaining Insperity position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 55,104 Insperity shares in Q1 2026, an estimated $2.14M.
Mackenzie Financial first reported a position in Insperity in Q1 2014 and held it in 38 quarters.
Mackenzie Financial's Insperity position peaked at $37.3M in Q3 2019.
254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.