Mariner
CBZ icon

Mariner’s CBIZ CBZ Stock Holding History

Mariner’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,814
Closed -$414K – 3573
2025
Q3 		$414K Sell
7,814
-4,755
-38% -$307K ﹤0.01% 2576
2025
Q2 		$901K Sell
12,569
-1,224
-9% -$88.5K ﹤0.01% 1871
2025
Q1 		$1.05M Buy
13,793
+1,849
+15% +$149K ﹤0.01% 1663
2024
Q4 		$977K Buy
11,944
+748
+7% +$55.9K ﹤0.01% 1664
2024
Q3 		$752K Buy
11,196
+5,318
+90% +$386K ﹤0.01% 1825
2024
Q2 		$436K Sell
5,878
-23
-0.4% -$1.74K ﹤0.01% 2152
2024
Q1 		$463K Buy
5,901
+246
+4% +$17.1K ﹤0.01% 2089
2023
Q4 		$354K Buy
5,655
+21
+0.4% +$1.19K ﹤0.01% 2200
2023
Q3 		$292K Buy
5,634
+143
+3% +$7.71K ﹤0.01% 2174
2023
Q2 		$293K Sell
5,491
-1
-0% -$51 ﹤0.01% 2141
2023
Q1 		$272K Buy
5,492
+141
+3% +$6.79K ﹤0.01% 2147
2022
Q4 		$251K Sell
5,351
-37
-0.7% -$1.76K ﹤0.01% 2177
2022
Q3 		$231K Buy
+5,388
New +$236K ﹤0.01% 1960
2017
Q1 		– Sell
-11,308
Closed -$155K – 594
2016
Q4 		$155K Sell
11,308
-84,816
-88% -$1.03M 0.01% 533
2016
Q3 		$1.07M Sell
96,124
-7,824
-8% -$86.9K 0.05% 256
2016
Q2 		$1.08M Sell
103,948
-56,000
-35% -$577K 0.06% 240
2016
Q1 		$1.61M Hold
159,948
– – 0.1% 182
2015
Q4 		$1.58M Buy
159,948
+7,486
+5% +$79.3K 0.1% 169
2015
Q3 		$1.5M Hold
152,462
– – 0.07% 196
2015
Q2 		$1.47M Hold
152,462
– – 0.07% 211
2015
Q1 		$1.42M Buy
+152,462
New +$1.33M 0.12% 147
2013
Q4 		– Sell
-84,533
Closed -$629K – 342
2013
Q3 		$629K Sell
84,533
-10,000
-11% -$71.8K 0.12% 168
2013
Q2 		$634K Buy
+94,533
New +$613K 0.13% 149

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mariner's CBZ Position: Q4 2025 in Review

Mariner sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 7,814 shares — an estimated $414K sold.

Mariner first reported a position in CBZ in Q2 2013 and held it in 23 quarters. The position peaked at $1.61M in Q1 2016. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Mariner reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 7,814 CBIZ shares in Q4 2025, an estimated $414K.
  • Mariner first reported a position in CBIZ in Q2 2013 and held it in 23 quarters.
  • Mariner's CBIZ position peaked at $1.61M in Q1 2016.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.