CBZ CBIZ INC

Ownership history in BloombergSen Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which BloombergSen Inc. reported a position in CBIZ INC (CBZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.18% (2024 Q4)
Avg. % of fund
3.56%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,028,295 -79,555 -7.2% 3.79% $51.9M $50.45
2025 Q3 REDUCED 1,107,850 -11,512 -1.0% 3.64% $58.7M $52.96
2025 Q2 ADDED 1,119,362 +96,982 +9.5% 4.92% $80.3M $71.71
2025 Q1 REDUCED 1,022,380 -17,952 -1.7% 4.81% $77.6M $75.86
2024 Q4 UNCHANGED 1,040,332 0% 5.18% $85.1M $81.83
2024 Q3 UNCHANGED 1,040,332 0% 4.03% $70.0M $67.29
2024 Q2 REDUCED 1,040,332 -27,444 -2.6% 4.85% $77.1M $74.10
2024 Q1 REDUCED 1,067,776 -21,175 -1.9% 4.86% $83.8M $78.50
2023 Q4 ADDED 1,088,951 +60,838 +5.9% 4.29% $68.2M $62.59
2023 Q3 ADDED 1,028,113 +148,774 +16.9% 3.64% $53.4M $51.90
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CBZ price (monthly, adj. close)
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