CBIZ, Inc.
US ˙ NYSE ˙ US1248051021

SecurityCBZ / CBIZ, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership2 shares
Latest Disclosed Value $ 0
Bessemer Group Inc reports 98.97% decrease in ownership of CBZ / CBIZ, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 2 shares of CBIZ, Inc. (US:CBZ) valued at $54 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 195 shares of CBIZ, Inc.. The current value of the position is $68 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F CBIZ SC 124805102 2 -193 -98.97 0 0.0000
2026-02-05 2025-12-31 13F CBIZ SC 124805102 195 0 0.00 0 0.0000
2025-11-05 2025-09-30 13F CBIZ SC 124805102 195 -447,649 -99.96 0 -100.00 0.0000
2025-08-01 2025-06-30 13F CBIZ SC 124805102 447,844 19,921 4.66 32 0.00 0.0521
2025-04-23 2025-03-31 13F CBIZ SC 124805102 427,923 16,220 3.94 32 -3.03 0.0582
2025-02-13 2024-12-31 13F CBIZ SC 124805102 411,703 11,499 2.87 34 26.92 0.0550
2024-11-12 2024-09-30 13F CBIZ SC 124805102 400,204 59,005 17.29 27 4.00 0.0444
2024-08-13 2024-06-30 13F CBIZ SC 124805102 341,199 11,842 3.60 25 0.00 0.0446
2024-08-13 2024-03-31 13F/A-1 CBIZ SC 124805102 329,357 20,567 6.66 26 31.58 0.0467
2024-05-13 2024-03-31 13F CBIZ SC 124805102 329,357 20,567 26 0.0467
2024-02-09 2023-12-31 13F CBIZ SC 124805102 308,790 -11,389 -3.56 19 18.75 0.0377
2023-11-13 2023-09-30 13F CBIZ SC 124805102 320,179 14,478 4.74 17 0.00 0.0365
2023-08-10 2023-06-30 13F CBIZ SC 124805102 305,701 14,693 5.05 16 14.29 0.0346
2023-05-10 2023-03-31 13F CBIZ SC 124805102 291,008 -94,994 -24.61 14 -22.22 0.0342
2023-02-13 2022-12-31 13F CBIZ SC 124805102 386,002 16,313 4.41 18 -99.89 0.0440
2022-11-09 2022-09-30 13F CBIZ SC 124805102 369,689 114,515 44.88 15,815 55.09 0.0413
2022-08-10 2022-06-30 13F CBIZ SC 124805102 255,174 255,174 10,197 0.0254
2021-08-06 2021-06-30 13F CBIZ SC 124805102 0 -287 -100.00 0 -100.00
2021-05-13 2021-03-31 13F CBIZ SC 124805102 287 287 9 0.0000
2021-02-09 2020-12-31 13F CBIZ SC 124805102 0 -85 -100.00 0 -100.00
2020-11-12 2020-09-30 13F CBIZ SC 124805102 85 -146,015 -99.94 2 -99.94 0.0000
2020-08-05 2020-06-30 13F CBIZ SC 124805102 146,100 0 0.00 3,502 14.59 0.0111
2020-04-30 2020-03-31 13F CBIZ SC 124805102 146,100 200 0.14 3,056 -22.30 0.0123
2020-02-04 2019-12-31 13F CBIZ SC 124805102 145,900 400 0.27 3,933 15.03 0.0127
2019-11-07 2019-09-30 13F CBIZ SC 124805102 145,500 4,100 2.90 3,419 23.43 0.0122
2019-07-19 2019-06-30 13F CBIZ SC 124805102 141,400 4,600 3.36 2,770 0.04 0.0093
2019-05-13 2019-03-31 13F CBIZ SC 124805102 136,800 35,700 35.31 2,769 39.01 0.0106
2019-05-21 2018-12-31 13F/A-1 CBIZ SC 124805102 101,100 28,300 38.87 1,992 15.48 0.0087
2019-02-12 2018-12-31 13F CBIZ SC 124805102 101,100 28,300 1,992 0.0087
2018-11-06 2018-09-30 13F CBIZ SC 124805102 72,800 0 0.00 1,725 3.05 0.0064
2018-07-25 2018-06-30 13F CBIZ SC 124805102 72,800 0 0.00 1,674 25.96 0.0065
2018-05-10 2018-03-31 13F CBIZ SC 124805102 72,800 0 0.00 1,329 18.13 0.0052
2018-01-30 2017-12-31 13F CBIZ SC 124805102 72,800 -23,958 -24.76 1,125 -28.44 0.0044
2017-11-03 2017-09-30 13F CBIZ SC 124805102 96,758 5,800 6.38 1,572 15.16 0.0063
2017-07-27 2017-06-30 13F CBIZ SC 124805102 90,958 19,358 27.04 1,365 40.72 0.0055
2017-05-12 2017-03-31 13F CBIZ SC 124805102 71,600 0 0.00 970 -1.12 0.0040
2017-02-07 2016-12-31 13F CBIZ SC 124805102 71,600 0 0.00 981 22.47 0.0045
2016-11-10 2016-09-30 13F CBIZ SC 124805102 71,600 71,600 801 0.0040
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.