Mawer Investment Management
CBZ icon

Mawer Investment Management’s CBIZ CBZ Stock Holding History

Mawer Investment Management’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
2026
Q1 		– Sell
-97,223
Closed -$4.9M – 129
2025
Q4 		$4.9M Sell
97,223
-30,731
-24% -$1.62M 0.03% 107
2025
Q3 		$6.78M Sell
127,954
-714
-0.6% -$46K 0.04% 101
2025
Q2 		$9.23M Buy
+128,668
New +$9.31M 0.05% 98
2024
Q4 		– Sell
-205,628
Closed -$13.8M – 101
2024
Q3 		$13.8M Sell
205,628
-585,934
-74% -$42.6M 0.06% 87
2024
Q2 		$58.7M Sell
791,562
-238,366
-23% -$18M 0.28% 58
2024
Q1 		$80.8M Sell
1,029,928
-3,072
-0.3% -$214K 0.37% 49
2023
Q4 		$64.7M Sell
1,033,000
-1,300
-0.1% -$73.4K 0.33% 56
2023
Q3 		$53.7M Sell
1,034,300
-44,400
-4% -$2.39M 0.29% 65
2023
Q2 		$57.5M Sell
1,078,700
-16,300
-1% -$839K 0.3% 60
2023
Q1 		$54.2M Sell
1,095,000
-172,400
-14% -$8.3M 0.3% 62
2022
Q4 		$59.4M Sell
1,267,400
-2,300
-0.2% -$109K 0.33% 55
2022
Q3 		$54.3M Sell
1,269,700
-1,700
-0.1% -$74.4K 0.33% 55
2022
Q2 		$50.8M Sell
1,271,400
-34,000
-3% -$1.37M 0.29% 60
2022
Q1 		$54.8M Sell
1,305,400
-3,600
-0.3% -$141K 0.26% 62
2021
Q4 		$51.2M Sell
1,309,000
-97,200
-7% -$3.62M 0.23% 66
2021
Q3 		$45.5M Sell
1,406,200
-600,811
-30% -$19.6M 0.22% 72
2021
Q2 		$65.8M Sell
2,007,011
-348,630
-15% -$11.7M 0.33% 54
2021
Q1 		$76.9M Sell
2,355,641
-12,697
-0.5% -$374K 0.42% 50
2020
Q4 		$63M Sell
2,368,338
-10,762
-0.5% -$265K 0.37% 56
2020
Q3 		$54.4M Sell
2,379,100
-11,400
-0.5% -$271K 0.36% 55
2020
Q2 		$57.3M Buy
2,390,500
+195,100
+9% +$4.43M 0.42% 48
2020
Q1 		$45.9M Sell
2,195,400
-2,000
-0.1% -$50.9K 0.42% 48
2019
Q4 		$59.2M Buy
2,197,400
+570,843
+35% +$14.9M 0.48% 47
2019
Q3 		$38.2M Buy
+1,626,557
New +$36.6M 0.35% 53

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mawer Investment Management's CBZ Position: Q1 2026 in Review

Mawer Investment Management sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 97,223 shares — an estimated $4.9M sold.

Mawer Investment Management first reported a position in CBZ in Q3 2019 and held it in 24 quarters. The position peaked at $80.8M in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Mawer Investment Management reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Mawer Investment Management sold 97,223 CBIZ shares in Q1 2026, an estimated $4.9M.
  • Mawer Investment Management first reported a position in CBIZ in Q3 2019 and held it in 24 quarters.
  • Mawer Investment Management's CBIZ position peaked at $80.8M in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.