Insperity, Inc.
DE ˙ DB ˙ US45778Q1076
28,40 € ↓ -0,40 (-1,39%)
2026-06-04
AKTIENPREIS
SecurityDE:ASF / Insperity, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
CWM Advisors, LLC closes position in ASF / Insperity, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 0 shares of Insperity, Inc. (DE:ASF) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,083 shares of Insperity, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 INSPERITY COM 45778Q107 0 -100.00 0
2026-04-23 2026-03-31 13F INSPERITY COM 45778Q107 18,910 6,827 56.50 511 9.42 0.0421
2026-02-17 2025-12-31 13F INSPERITY COM 45778Q107 12,083 2,865 31.08 468 3.09 0.0421
2025-10-15 2025-09-30 13F INSPERITY COM 45778Q107 9,218 2,679 40.97 454 15.27 0.0441
2025-07-24 2025-06-30 13F INSPERITY COM 45778Q107 6,539 2,697 70.20 393 14.91 0.0428
2025-06-03 2025-03-31 13F INSPERITY COM 45778Q107 3,842 -1,327 -25.67 343 -14.50 0.0407
2025-01-17 2024-12-31 13F INSPERITY COM 45778Q107 5,169 509 10.92 401 -2.44 0.0448
2024-10-10 2024-09-30 13F INSPERITY COM 45778Q107 4,660 768 19.73 410 15.82 0.0420
2024-08-12 2024-06-30 13F INSPERITY COM 45778Q107 3,892 653 20.16 355 -0.28 0.0409
2024-05-07 2024-03-31 13F INSPERITY COM 45778Q107 3,239 -29 -0.89 355 -7.31 0.0363
2024-02-12 2023-12-31 13F INSPERITY COM 45778Q107 3,268 137 4.38 383 25.57 0.0421
2023-10-26 2023-09-30 13F INSPERITY COM 45778Q107 3,131 492 18.64 306 -2.56 0.0390
2023-07-31 2023-06-30 13F INSPERITY COM 45778Q107 2,639 -3,899 -59.64 314 -60.58 0.0380
2023-04-24 2023-03-31 13F INSPERITY COM 45778Q107 6,538 4,468 215.85 795 237.87 0.1011
2023-01-26 2022-12-31 13F INSPERITY COM 45778Q107 2,070 56 2.78 235 14.08 0.0303
2022-11-07 2022-09-30 13F INSPERITY COM 45778Q107 2,014 -128 -5.98 206 -3.74 0.0291
2022-08-10 2022-06-30 13F INSPERITY COM 45778Q107 2,142 -194 -8.30 214 -8.94 0.0284
2022-04-21 2022-03-31 13F INSPERITY COM 45778Q107 2,336 206 9.67 235 -6.75 0.0272
2022-02-14 2021-12-31 13F/A-1 INSPERITY COM 45778Q107 2,130 18 0.85 252 7.69 0.0289
2021-11-09 2021-09-30 13F INSPERITY COM 45778Q107 2,112 -2,112 -50.00 234 -38.74 0.0296
2021-08-10 2021-06-30 13F INSPERITY COM 45778Q107 4,224 128 3.12 382 11.37 0.0503
2021-04-30 2021-03-31 13F INSPERITY COM 45778Q107 4,096 4,096 343 0.0526
2020-08-12 2020-06-30 13F INSPERITY COM 45778Q107 0 -4,096 -100.00 0 -100.00
2020-05-08 2020-03-31 13F INSPERITY COM 45778Q107 4,096 4,096 153 0.0611
2019-02-22 2018-03-31 13F/A-1 Insperity COM 45778Q107 0 -1,150 -100.00 0 -100.00
2019-02-21 2017-12-31 13F/A-1 INSPERITY COM 45778Q107 1,150 1,150 66 0.0561
2018-02-15 2017-12-31 13F Insperity COM 45778Q107 1,150 66 0.0526
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.