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, PA4.72MShares$415 Million0.01% of portfolio
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Capital Research Global Investors Los Angeles, CA3.93MShares$346 Million0.06% of portfolio
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Black Rock Inc. New York, NY3.53MShares$311 Million0.01% of portfolio
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Morgan Stanley New York, NY3.11MShares$274 Million0.02% of portfolio
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Eaton Vance Management Boston, MA2.42MShares$214 Million0.15% of portfolio
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Burgundy Asset Management Ltd. Toronto, A62.05MShares$181 Million1.43% of portfolio
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P2 Capital Partners, LLC New York, NY1.8MShares$159 Million13.84% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.5MShares$132 Million0.03% of portfolio
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Atlanta Capital Management CO L L C Atlanta, GA1.2MShares$105 Million0.23% of portfolio
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State Street Corp Boston, MA1.13MShares$99.6 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 |
|---|---|---|---|---|---|
|
Feb 09
2025
|
Chris Spurio President, Financial Services |
SELL
Payment of exercise price or tax liability
|
Direct |
1,401
-0.64%
|
$123,288
$88.0 P/Share
|
|
Feb 09
2025
|
Michael P Kouzelos President, Employee Services |
SELL
Payment of exercise price or tax liability
|
Direct |
1,116
-0.32%
|
$98,208
$88.0 P/Share
|
|
Feb 09
2025
|
Jerome P Grisko CEO & President |
SELL
Payment of exercise price or tax liability
|
Direct |
3,470
-2.07%
|
$305,360
$88.0 P/Share
|
|
Feb 09
2025
|
Ware H Grove C.F.O. |
SELL
Payment of exercise price or tax liability
|
Direct |
1,167
-0.39%
|
$102,696
$88.0 P/Share
|
|
Feb 08
2025
|
Chris Spurio President, Financial Services |
SELL
Payment of exercise price or tax liability
|
Direct |
1,671
-0.76%
|
$147,048
$88.0 P/Share
|
|
Feb 08
2025
|
Chris Spurio President, Financial Services |
BUY
Exercise of conversion of derivative security
|
Direct |
3,724
+1.66%
|
-
|
|
Feb 08
2025
|
Michael P Kouzelos President, Employee Services |
SELL
Payment of exercise price or tax liability
|
Direct |
1,369
-0.39%
|
$120,472
$88.0 P/Share
|
|
Feb 08
2025
|
Michael P Kouzelos President, Employee Services |
BUY
Exercise of conversion of derivative security
|
Direct |
3,052
+0.87%
|
-
|
|
Feb 08
2025
|
Jerome P Grisko CEO & President |
SELL
Payment of exercise price or tax liability
|
Direct |
4,240
-2.46%
|
$373,120
$88.0 P/Share
|
|
Feb 08
2025
|
Jerome P Grisko CEO & President |
BUY
Exercise of conversion of derivative security
|
Direct |
9,453
+5.21%
|
-
|
|
Feb 08
2025
|
Ware H Grove C.F.O. |
SELL
Payment of exercise price or tax liability
|
Direct |
1,494
-0.5%
|
$131,472
$88.0 P/Share
|
|
Feb 08
2025
|
Ware H Grove C.F.O. |
BUY
Exercise of conversion of derivative security
|
Direct |
3,331
+1.11%
|
-
|
|
Dec 31
2024
|
Rick L Burdick Director |
BUY
Bona fide gift
|
Indirect |
179,454
+50.0%
|
-
|
|
Dec 31
2024
|
Rick L Burdick Director |
SELL
Bona fide gift
|
Direct |
179,454
-100.0%
|
-
|
|
Dec 11
2024
|
Rick L Burdick Director |
SELL
Bona fide gift
|
Direct |
1,600
-0.89%
|
-
|
|
Dec 10
2024
|
Ware H Grove C.F.O. |
SELL
Open market or private sale
|
Direct |
8,143
-2.7%
|
$643,297
$79.11 P/Share
|
|
Dec 09
2024
|
Rodney A Young Director |
BUY
Open market or private purchase
|
Direct |
1,000
+25.32%
|
$77,000
$77.56 P/Share
|
|
Dec 05
2024
|
Jerome P Grisko CEO & President |
BUY
Bona fide gift
|
Indirect |
177,914
+50.0%
|
-
|
|
Dec 05
2024
|
Jerome P Grisko CEO & President |
SELL
Bona fide gift
|
Indirect |
177,914
-31.46%
|
-
|
|
May 10
2024
|
Todd J Slotkin Director |
BUY
Grant, award, or other acquisition
|
Direct |
1,949
+3.84%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 15.6K shares |
|---|---|
| Exercise of conversion of derivative security | 19.6K shares |
| Bona fide gift | 357K shares |
| Open market or private purchase | 1K shares |
| Payment of exercise price or tax liability | 15.9K shares |
|---|---|
| Open market or private sale | 8.14K shares |
| Bona fide gift | 359K shares |