Chuck Royce's CBZ Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 659,140 shares of CBIZ, Inc. (CBZ) worth $33.25 M, representing 0.34% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in CBZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 524,438 shares. Largest reduction occurred in Q3 2025, reducing 75,517 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's CBIZ (CBZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly CBIZ (CBZ) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +524,438 | Add 389.33% | 659,140 | $50.45 |
| Q3 2025 | -75,517 | Reduce 35.92% | 134,702 | $52.96 |
| Q1 2025 | +1,300 | Add 0.62% | 210,219 | $75.86 |
| Q4 2024 | +13,738 | Add 7.04% | 208,919 | $81.83 |
| Q2 2024 | -5,000 | Reduce 2.50% | 195,181 | $74.10 |
| Q1 2024 | +100,000 | Add 99.82% | 200,181 | $78.50 |
| Q4 2023 | +20,515 | Add 25.75% | 100,181 | $62.59 |
| Q3 2023 | +46,265 | Add 138.51% | 79,666 | $51.90 |
| Q2 2023 | +16,610 | Add 98.92% | 33,401 | $53.28 |
| Q1 2023 | -4,200 | Reduce 20.01% | 16,791 | $49.49 |
| Q4 2022 | +6,400 | Add 43.86% | 20,991 | $46.85 |
| Q3 2022 | -5,950 | Reduce 28.97% | 14,591 | $42.77 |
| Q2 2022 | +7,641 | Add 59.23% | 20,541 | $39.97 |
| Q1 2022 | +12,900 | New Buy | 12,900 | $41.94 |
| Q4 2018 | -47,000 | Sold Out | 0 | $0.00 |
| Q2 2013 | +47,000 | Add 0.00% | 47,000 | $6.70 |
Chuck Royce's CBIZ Investment FAQs
Chuck Royce first purchased CBIZ, Inc. (CBZ) in Q2 2013, acquiring 47,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held CBIZ, Inc. (CBZ) for 39 quarters since Q2 2013.
Chuck Royce's largest addition to CBIZ, Inc. (CBZ) was in Q4 2025, adding 659,140 shares worth $33.25 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 659,140 shares of CBIZ, Inc. (CBZ), valued at approximately $33.25 M.
As of the Q4 2025 filing, CBIZ, Inc. (CBZ) represents approximately 0.34% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in CBIZ, Inc. (CBZ) was 659,140 shares, as reported at the end of Q4 2025.