A detailed history of Ethic Inc. transactions in Cbiz, Inc. stock. As of the latest transaction made, Ethic Inc. holds 4,050 shares of CBZ stock, worth $211,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,050
Previous 3,767 7.51%
Holding current value
$211,653
Previous $270,000 20.74%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$51.19 - $77.81 $14,486 - $22,020
283 Added 7.51%
4,050 $214,000
Q2 2025

Jul 30, 2025

BUY
$66.19 - $79.64 $44,214 - $53,199
668 Added 21.56%
3,767 $270,000
Q1 2025

May 13, 2025

BUY
$68.46 - $88.65 $212,157 - $274,726
3,099 New
3,099 $235,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $2.69B
  • 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...
More about CBZ
Track This Portfolio

Track Ethic Inc. Portfolio

Follow Ethic Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethic Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ethic Inc. with notifications on news.