CBZ β€” CBIZ INC

Ownership history in WATERS PARKERSON & CO., LLC  Β·  5 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported CBIZ INC (CBZ) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.43% in 2025 Q2. The latest visible filing shows CBZ at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WATERS PARKERSON & CO., LLC's position in CBIZ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBZ was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WATERS PARKERSON & CO., LLC held CBZ β€” position size vs. price
% of Fund (quarterly)    CBZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 437,246 +22,768 +5.5% 1.08% $22.1M 2026-02-14 (Est.) $27.84
2025 Q3 ADDED 414,478 +15,776 +4.0% 1.07% $22.0M 2025-10-28 $52.25
2025 Q2 ADDED 398,702 +94,214 +30.9% 1.43% $28.6M 2025-08-14 $62.60
2025 Q1 ADDED 304,488 +18,733 +6.6% 1.23% $23.1M 2025-05-15 $72.96
2024 Q4 INITIATED 285,755 β€” β€” 1.23% $23.4M 2025-02-14 $86.82

FAQ About WATERS PARKERSON & CO., LLC and CBZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has WATERS PARKERSON & CO., LLC reported owning CBZ?

WATERS PARKERSON & CO., LLC reported CBZ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CBZ position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for CBZ was 1.43% in 2025 Q2.

What is the latest reported CBZ position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 437,246 shares, equal to 1.08% of portfolio, with an estimated market value of $22.1M.

What does the chart on this CBZ ownership page compare?

The chart compares WATERS PARKERSON & CO., LLC's quarterly CBZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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