Root Financial Partners
NSP icon

Root Financial Partners’s Insperity NSP Stock Holding History

Root Financial Partners’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
Q3 		$15.1K Buy
+324
New +$16.2K ﹤0.01% 1707
2026
Q2 		– Sell
-34
Closed -$919 – 2222
2026
Q1 		$919 Buy
34
+30
+750% +$965 ﹤0.01% 2643
2025
Q4 		$155 Sell
4
-7
-64% -$280 ﹤0.01% 2306
2025
Q3 		$541 Buy
+11
New +$602 ﹤0.01% 2142

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Geode Capital Management
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Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's NSP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Insperity (NSP) in Q3 2026: 324 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NSP as recently as Q1 2026.

Root Financial Partners first reported a position in NSP in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold NSP as of Q3 2026.

  • Root Financial Partners held 324 shares of Insperity worth $15.1K as of Q3 2026.
  • Insperity was a new Root Financial Partners position in Q3 2026.
  • Insperity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1707 holding.
  • Root Financial Partners first reported a position in Insperity in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Insperity as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.