Wellington Management Group LLP Cbiz, Inc. Transaction History

Wellington Management Group LLP

$545 Billion
Q3 2025

A detailed history of Wellington Management Group LLP transactions in Cbiz, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 362,927 shares of CBZ stock, worth $18.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

362,927

Previous 417,192 13.01%

Holding current value

$18.6 Million

Previous $29.9 Million 35.75%

% of portfolio

0.0%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$51.19 - $77.81 $2.78 Million - $4.22 Million	-54,265 Reduced 13.01%	362,927 $19.2 Million
Q2 2025 Aug 14, 2025	BUY	$66.19 - $79.64 $464,124 - $558,435	7,012 Added 1.71%	417,192 $29.9 Million
Q1 2025 May 13, 2025	BUY	$68.46 - $88.65 $28.1 Million - $36.4 Million	410,180 New	410,180 $31.1 Million
Q4 2024 Feb 12, 2025	BUY	$63.78 - $83.43 $25.6 Million - $33.5 Million	401,552 New	401,552 $32.9 Million
Q2 2022 Aug 15, 2022	SELL	$37.17 - $43.74 $9.18 Million - $10.8 Million	-246,883 Reduced 25.49%	721,558 $28.8 Million

Q1 2022 May 16, 2022	SELL	$37.19 - $41.97 $12.1 Million - $13.6 Million	-325,114 Reduced 25.13%	968,441 $40.6 Million
Q4 2021 Feb 11, 2022	SELL	$33.06 - $40.19 $18.8 Million - $22.9 Million	-570,038 Reduced 30.59%	1,293,555 $50.6 Million
Q3 2021 Nov 15, 2021	SELL	$30.78 - $34.48 $5.31 Million - $5.95 Million	-172,529 Reduced 8.47%	1,863,593 $60.3 Million
Q2 2021 Aug 16, 2021	SELL	$32.63 - $34.92 $2.64 Million - $2.83 Million	-80,977 Reduced 3.82%	2,036,122 $66.7 Million
Q1 2021 May 17, 2021	BUY	$25.61 - $34.03 $9.33 Million - $12.4 Million	364,264 Added 20.78%	2,117,099 $69.1 Million
Q4 2020 Feb 12, 2021	BUY	$22.37 - $26.82 $7.14 Million - $8.57 Million	319,366 Added 22.28%	1,752,835 $46.6 Million
Q3 2020 Nov 16, 2020	BUY	$22.14 - $25.68 $845,526 - $980,719	38,190 Added 2.74%	1,433,469 $32.8 Million
Q2 2020 Aug 14, 2020	BUY	$20.02 - $26.3 $2.74 Million - $3.6 Million	136,933 Added 10.88%	1,395,279 $33.4 Million
Q1 2020 May 14, 2020	BUY	$17.27 - $28.5 $8.4 Million - $13.9 Million	486,244 Added 62.98%	1,258,346 $26.3 Million
Q4 2019 Feb 11, 2020	BUY	$23.12 - $28.1 $17.9 Million - $21.7 Million	772,102 New	772,102 $20.8 Million

Others Institutions Holding CBZ

# of Institutions

281

Shares Held

51M

Call Options Held

Put Options Held

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $2.63B
Description
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...

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Wellington Management Group LLP Cbiz, Inc. Transaction History