Wellington Management Group
NSP icon

Wellington Management Group’s Insperity NSP Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-61,019
Closed -$5.37M – 2011
2024
Q3 		$5.37M Sell
61,019
-687
-1% -$63.6K ﹤0.01% 1314
2024
Q2 		$5.63M Sell
61,706
-25,317
-29% -$2.56M ﹤0.01% 1292
2024
Q1 		$9.54M Sell
87,023
-15,662
-15% -$1.66M ﹤0.01% 1149
2023
Q4 		$12M Sell
102,685
-37,345
-27% -$4.04M ﹤0.01% 1063
2023
Q3 		$13.7M Sell
140,030
-279,114
-67% -$29.2M ﹤0.01% 1021
2023
Q2 		$49.9M Sell
419,144
-20,711
-5% -$2.46M 0.01% 702
2023
Q1 		$53.5M Sell
439,855
-31,297
-7% -$3.66M 0.01% 678
2022
Q4 		$53.5M Buy
471,152
+800
+0.2% +$90.6K 0.01% 667
2022
Q3 		$48M Sell
470,352
-53,486
-10% -$5.74M 0.01% 681
2022
Q2 		$52.3M Buy
523,838
+43,658
+9% +$4.33M 0.01% 663
2022
Q1 		$48.2M Sell
480,180
-47,931
-9% -$4.78M 0.01% 768
2021
Q4 		$62.4M Sell
528,111
-12,303
-2% -$1.45M 0.01% 763
2021
Q3 		$59.8M Buy
540,414
+84,618
+19% +$8.69M 0.01% 762
2021
Q2 		$41.2M Buy
455,796
+57,508
+14% +$5.13M 0.01% 879
2021
Q1 		$33.4M Buy
398,288
+17,187
+5% +$1.46M 0.01% 929
2020
Q4 		$31M Sell
381,101
-10,380
-3% -$852K 0.01% 930
2020
Q3 		$25.6M Buy
391,481
+9,969
+3% +$665K 0.01% 889
2020
Q2 		$24.7M Sell
381,512
-509,884
-57% -$25.5M 0.01% 881
2020
Q1 		$33.3M Sell
891,396
-211,530
-19% -$15M 0.01% 741
2019
Q4 		$94.9M Buy
1,102,926
+706,875
+178% +$61.5M 0.02% 584
2019
Q3 		$39.1M Buy
396,051
+37,298
+10% +$4.05M 0.01% 786
2019
Q2 		$43.8M Buy
358,753
+311,506
+659% +$37.5M 0.01% 793
2019
Q1 		$5.84M Sell
47,247
-7,875
-14% -$899K ﹤0.01% 1345
2018
Q4 		$5.15M Buy
55,122
+10,557
+24% +$1.1M ﹤0.01% 1374
2018
Q3 		$5.26M Sell
44,565
-12,064
-21% -$1.31M ﹤0.01% 1466
2018
Q2 		$5.39M Buy
56,629
+16,181
+40% +$1.39M ﹤0.01% 1468
2018
Q1 		$2.81M Buy
40,448
+22,987
+132% +$1.47M ﹤0.01% 1644
2017
Q4 		$1M Buy
17,461
+12,191
+231% +$645K ﹤0.01% 1905
2017
Q3 		$232K Buy
+5,270
New +$209K ﹤0.01% 2153
2017
Q2 		– Sell
-61,488
Closed -$2.73M – 2264
2017
Q1 		$2.73M Sell
61,488
-92,212
-60% -$3.67M ﹤0.01% 1665
2016
Q4 		$5.45M Buy
153,700
+3,638
+2% +$131K ﹤0.01% 1379
2016
Q3 		$5.45M Buy
150,062
+72,774
+94% +$2.61M ﹤0.01% 1351
2016
Q2 		$2.98M Buy
77,288
+21,116
+38% +$683K ﹤0.01% 1502
2016
Q1 		$1.45M Sell
56,172
-9,366
-14% -$220K ﹤0.01% 1687
2015
Q4 		$1.58M Buy
65,538
+2,238
+4% +$50.8K ﹤0.01% 1691
2015
Q3 		$1.39M Hold
63,300
– – ﹤0.01% 1750
2015
Q2 		$1.61M Buy
63,300
+16,862
+36% +$440K ﹤0.01% 1729
2015
Q1 		$1.21M Buy
+46,438
New +$1.08M ﹤0.01% 1809
2013
Q4 		– Sell
-18,400
Closed -$346K – 2200
2013
Q3 		$346K Sell
18,400
-36,400
-66% -$614K ﹤0.01% 2044
2013
Q2 		$830K Buy
+54,800
New +$799K ﹤0.01% 1808

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's NSP Position: Q4 2024 in Review

Wellington Management Group sold out of Insperity (NSP) in Q4 2024, closing a stake of 61,019 shares — an estimated $5.37M sold.

Wellington Management Group first reported a position in NSP in Q2 2013 and held it in 40 quarters. The position peaked at $94.9M in Q4 2019. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Wellington Management Group reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 61,019 Insperity shares in Q4 2024, an estimated $5.37M.
  • Wellington Management Group first reported a position in Insperity in Q2 2013 and held it in 40 quarters.
  • Wellington Management Group's Insperity position peaked at $94.9M in Q4 2019.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.