Cbiz, Inc. CBZ
We take great care to ensure that the data presented and summarized in this overview for CBIZ, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CBZ
View all-
Vanguard Group Inc Valley Forge, PA4.89MShares$250 Million0.0% of portfolio
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Durable Capital Partners LP Bethesda, MD3.93MShares$201 Million1.69% of portfolio
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Black Rock Inc. New York, NY3.53MShares$181 Million0.01% of portfolio
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Morgan Stanley New York, NY3.4MShares$174 Million0.01% of portfolio
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Capital Research Global Investors Los Angeles, CA2.92MShares$149 Million0.03% of portfolio
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Eaton Vance Management Boston, MA2.42MShares$124 Million0.15% of portfolio
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Burgundy Asset Management Ltd. Toronto, A62.32MShares$118 Million1.21% of portfolio
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P2 Capital Partners, LLC New York, NY1.72MShares$87.8 Million17.69% of portfolio
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Atlanta Capital Management CO L L C Atlanta, GA1.2MShares$61.1 Million0.23% of portfolio
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State Street Corp Boston, MA1.15MShares$59.1 Million0.0% of portfolio
Latest Institutional Activity in CBZ
Top Purchases
Top Sells
About CBZ
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 healthcare consulting services. The Benefits and Insurance Services provides employee benefits consulting, payroll/human capital management, property and casualty insurance, and retirement and investment services. The National Practices segment offers information technology managed networking and hardware, and health care consulting services. It primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. The company was incorporated in 1987 and is headquartered in Cleveland, Ohio.
Insider Transactions at CBZ
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 02
2025
|
Benaree Pratt Wiley Director |
SELL
Open market or private sale
|
Indirect |
8,288
-18.73%
|
$406,112
$49.54 P/Share
|
|
Nov 26
2025
|
Brad S. Lakhia Senior Vice President & CFO |
BUY
Open market or private purchase
|
Direct |
2,060
+4.83%
|
$98,880
$48.51 P/Share
|
|
Aug 08
2025
|
Rodney A Young Director |
BUY
Open market or private purchase
|
Direct |
2,000
+19.4%
|
$124,000
$62.43 P/Share
|
|
Aug 04
2025
|
Brad S. Lakhia Senior Vice President & CFO |
BUY
Open market or private purchase
|
Direct |
1,593
+3.97%
|
$98,766
$62.78 P/Share
|
|
May 16
2025
|
Gina D France Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+3.26%
|
-
|
|
May 16
2025
|
Rick L Burdick Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+50.0%
|
-
|
|
May 16
2025
|
Kathy A Raffa Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+50.0%
|
-
|
|
May 16
2025
|
Richard T Marabito Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+15.54%
|
-
|
|
May 16
2025
|
Benaree Pratt Wiley Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+28.86%
|
-
|
|
May 16
2025
|
Todd J Slotkin Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+4.41%
|
-
|
|
May 16
2025
|
A Haag Sherman Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+14.37%
|
-
|
|
May 16
2025
|
Rodney A Young Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,361
+27.23%
|
-
|
|
Mar 26
2025
|
Jerome P Grisko CEO & President |
BUY
Bona fide gift
|
Indirect |
207,319
+20.79%
|
-
|
|
Mar 26
2025
|
Jerome P Grisko CEO & President |
SELL
Bona fide gift
|
Indirect |
207,319
-31.13%
|
-
|
|
Mar 17
2025
|
Brad S. Lakhia Senior Vice President & CFO |
BUY
Grant, award, or other acquisition
|
Direct |
36,931
+36.49%
|
-
|
|
Mar 14
2025
|
Ware H Grove C.F.O. |
SELL
Open market or private sale
|
Direct |
4,029
-1.32%
|
$282,030
$70.16 P/Share
|
|
Mar 06
2025
|
Benaree Pratt Wiley Director |
SELL
Open market or private sale
|
Indirect |
6,526
-13.52%
|
$463,346
$71.75 P/Share
|
|
Mar 04
2025
|
Rodney A Young Director |
BUY
Open market or private purchase
|
Direct |
1,000
+20.21%
|
$76,000
$76.18 P/Share
|
|
Feb 14
2025
|
Chris Spurio President, Financial Services |
BUY
Grant, award, or other acquisition
|
Direct |
10,444
+4.18%
|
-
|
|
Feb 14
2025
|
Michael P Kouzelos President, Employee Services |
BUY
Grant, award, or other acquisition
|
Direct |
7,078
+1.91%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 187K shares |
|---|---|
| Exercise of conversion of derivative security | 41K shares |
| Bona fide gift | 207K shares |
| Open market or private purchase | 6.65K shares |
| Payment of exercise price or tax liability | 63.1K shares |
|---|---|
| Open market or private sale | 18.8K shares |
| Bona fide gift | 207K shares |