| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Bridgewater Associates · Ray Dalio | $355.9K | 0.00% | 11.09K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Gilbert Cisneros CA31 | 1 | 1 | +$0 | Sold Jun 30, 26 |
| Josh Gottheimer NJ05 | 1 | 2 | −$8.0K | Bought Apr 6, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Jun 30, 26 | Gilbert Cisneros CA31 | Self | Sell | $1,001 - $15,000 | Jul 2, 26 (2d) | |
| Apr 6, 26 | Josh Gottheimer NJ05 | Joint | Buy | $1,001 - $15,000 | May 19, 26 (43d) | |
| Mar 5, 26 | Josh Gottheimer NJ05 | Joint | Sell | $1,001 - $15,000 | Apr 8, 26 (34d) | |
| Apr 9, 25 | Josh Gottheimer NJ05 | Joint | Sell (part) | $1,001 - $15,000 | May 14, 25 (35d) | |
| Mar 24, 25 | Gilbert Cisneros CA31 | Self | Buy | $1,001 - $15,000 | Apr 7, 25 (14d) |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 3, 2026 | Sherman A HaagDirector | Conversion of Exercise of derivative security at price 24.62 per share. | 50K | $1.23M |
| May 14, 2026 | Marabito Richard TDirector | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| May 14, 2026 | Sherman A HaagDirector | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| May 14, 2026 | France Gina DDirector | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| May 14, 2026 | Slotkin Todd JDirector | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| May 14, 2026 | Burdick Richard LDirector | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| May 14, 2026 | Young Rodney ADirector | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| May 14, 2026 | Raffa Kathy A.Director | Stock Award(Grant) at price 0.00 per share. | 6.1K | — |
| Mar 12, 2026 | Grisko Jerome P JrChief Executive Officer | Stock Gift at price 0.00 per share. | 77.2K | — |
| Mar 12, 2026 | Young Rodney ADirector | Purchase at price 26.06 per share. | 1K | $26.05K |
| Mar 12, 2026 | Lakhia Brad SChief Financial Officer | Purchase at price 25.97 per share. | 12.8K | $331.72K |
| Mar 9, 2026 | Wiley Benaree PrattDirector | Sale at price 26.39 per share. | 18K | $473.91K |
| Mar 5, 2026 | Grisko Jerome P JrChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 85.7K | — |
| Mar 5, 2026 | Lakhia Brad SChief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 94K | — |
| Mar 5, 2026 | Kouzelos Michael POfficer | Stock Award(Grant) at price 0.00 per share. | 21.8K | — |
| Mar 5, 2026 | Mangan Michael TOfficer | Stock Award(Grant) at price 0.00 per share. | 3.5K | — |
| Feb 10, 2026 | Grisko Jerome P JrChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 32.9K | — |
| Feb 10, 2026 | Kouzelos Michael POfficer | Stock Award(Grant) at price 0.00 per share. | 10.6K | — |
| Feb 10, 2026 | Mangan Michael TOfficer | Stock Award(Grant) at price 0.00 per share. | 2.1K | — |
| Feb 5, 2026 | Grisko Jerome P JrChief Executive Officer | — | 9.5K | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -22.0 | -27.2 | -6.2 | 13.6 | 8.9 | -3.4 | 71.7 | -1.1 | 0.4 | 0.2 | +8.6% | ||
| 2025 | 4.9 | -8.9 | -3.0 | -10.2 | 6.1 | -0.7 | -14.8 | 5.6 | -17.9 | 3.9 | -11.5 | 3.6 | −38.3% |
| 2024 | 1.7 | 18.6 | 3.9 | -9.3 | 6.5 | -2.3 | -6.3 | 6.1 | -8.6 | 2.4 | 19.8 | -0.9 | +30.7% |
| 2023 | 1.6 | 5.3 | -1.2 | 6.5 | -4.3 | 5.7 | -0.7 | 6.1 | -7.5 | 0.1 | 11.4 | 8.1 | +33.6% |
| 2022 | -1.3 | 0.7 | 7.9 | -0.2 | -2.2 | -2.4 | 14.2 | -4.3 | -2.0 | 16.0 | 0.0 | -5.6 | +19.8% |
| 2021 | -2.6 | 16.4 | 8.3 | 2.8 | -1.1 | -1.3 | -1.3 | 5.5 | -5.2 | 13.5 | -1.9 | 8.6 | +47.0% |
| 2020 | 0.1 | -3.6 | -19.7 | 13.5 | -4.6 | 5.8 | 0.9 | 0.6 | -6.0 | -0.9 | 6.8 | 9.9 | −1.3% |
| 2019 | -0.5 | 5.3 | -1.9 | -4.6 | 2.5 | -1.1 | 19.3 | -4.4 | 5.2 | 16.5 | -1.9 | 0.4 | +36.9% |
| 2018 | 6.8 | 9.4 | 1.1 | 1.9 | 11.0 | 11.4 | -4.3 | 8.6 | -0.8 | -6.4 | -4.9 | -6.6 | +27.5% |
| 2017 | -4.4 | 1.5 | 1.9 | 16.2 | -4.1 | -0.7 | -1.0 | 2.0 | 7.3 | 4.3 | -13.0 | 4.7 | +12.8% |
| 2016 | 2.4 | 5.0 | -4.8 | 0.9 | 3.7 | -1.4 | 3.8 | 4.6 | -1.1 | -1.3 | 12.2 | 10.5 | +38.9% |
| 2015 | -3.3 | 6.8 | 5.5 | -3.1 | 0.3 | 6.3 | 1.7 | -0.5 | 0.7 | 9.5 | -0.4 | -7.9 | +15.2% |
| 2014 | -5.7 | 6.2 | 0.3 | -6.4 | -0.5 | 5.9 | -9.6 | 5.4 | -8.5 | 17.3 | -6.3 | -1.0 | −6.1% |
| 2013 | 2.5 | 5.0 | 0.3 | 1.7 | 2.6 | 0.8 | 8.2 | -5.6 | 8.6 | 9.7 | 9.8 | 1.8 | +54.3% |
| 2012 | 2.6 | 3.7 | -2.8 | -4.0 | -7.1 | 5.3 | -10.9 | 4.7 | 8.7 | -8.3 | 5.3 | 1.7 | −3.3% |
| 2011 | 11.7 | 1.6 | 1.8 | 1.7 | 4.4 | -3.8 | 1.4 | -8.7 | -3.2 | -3.9 | -4.9 | 1.5 | −2.1% |
| 2010 | -5.8 | -14.1 | 5.5 | 6.7 | -5.8 | -3.6 | 3.6 | -10.0 | 0.0 | -0.2 | 1.7 | 3.7 | −19.0% |
| 2009 | -6.0 | -15.6 | 1.6 | 12.8 | -8.0 | -1.5 | -8.1 | 9.5 | 4.2 | -5.6 | -2.3 | 11.9 | −11.0% |
| 2008 | -4.1 | -5.4 | -8.8 | 9.2 | -3.9 | -6.7 | 3.0 | 3.8 | -0.6 | -4.1 | -0.9 | 7.7 | −11.8% |
| 2007 | -3.9 | 1.8 | 4.1 | -2.0 | 7.5 | -1.7 | -7.3 | 10.1 | 6.0 | 13.2 | 2.7 | 6.2 | +40.7% |
Buy / hold / sell counts
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. It operates through Financial Services, Benefits and Insurance Services, and National Practices segments. The Financial Services segment offers accounting and tax, financial advisory, national technology, and government healthcare consulting services. The Benefits and Insurance Services segment 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 services. The company primarily serves small and medium-sized businesses, as well as individuals, governmental entities, and not-for-profit enterprises. CBIZ, Inc. was incorporated in 1987 and is headquartered in Independence, Ohio.