CBZ — CBIZ INC

Ownership history in MATHER GROUP, LLC.  ·  5 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 285 -28 -8.9% 0.00% $15K $52.96
2025 Q1 ADDED 313 +90 +40.4% 0.00% $24K $75.86
2024 Q4 ADDED 223 +143 +178.8% 0.00% $18K $81.83
2024 Q2 REDUCED 80 -10 -11.1% 0.00% $6K $74.10
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CBZ price (monthly, adj. close)

Other funds also holding CBZ

As of 2025 Q4 — sorted by position size

22C Capital LLC 100.0% P2 Capital Partners, LLC 3Y 7Y 22.92% Sunriver Management LLC 3Y 7Y 5.23% BloombergSen Inc. 3Y 7Y 3.79% Summit Creek Advisors LLC 3Y 7Y 2.1% Premier Fund Managers Ltd 3Y 7Y 1.82% Bridge City Capital, LLC 3Y 7Y 1.34% Advantage Alpha Capital Partners LP 3Y 1.25% Taylor Frigon Capital Management LLC 3Y 7Y 1.15% WATERS PARKERSON & CO., LLC 3Y 7Y 1.08%
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