Blair William & Co. IL Sells 81,786 Shares of CBIZ, Inc.

The fund owned 352,712 shares of the business services provider's stock after selling 81,786 shares during the quarter.

Published on Mar. 9, 2026

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Blair William & Co. IL cut its holdings in shares of CBIZ, Inc. (NYSE:CBZ) by 18.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 352,712 shares of the business services provider's stock after selling 81,786 shares during the quarter.

Why it matters

This filing provides insight into the investment activities of Blair William & Co. IL, a major institutional investor in CBIZ, Inc., a leading provider of professional business services in the United States. The reduction in their CBIZ holdings may signal a shift in their investment strategy or portfolio allocation.

The details

According to the SEC filing, Blair William & Co. IL sold 81,786 shares of CBIZ, Inc. during the 3rd quarter, reducing their total holdings to 352,712 shares. CBIZ, Inc. is a diversified professional services firm that offers accounting, tax, and advisory services to small and mid-market organizations.

  • The filing covers the 3rd quarter of the year.

The players

Blair William & Co. IL

An investment management firm that owns a significant stake in CBIZ, Inc.

CBIZ, Inc.

A leading provider of professional business services in the United States, offering accounting, tax, and advisory services to small and mid-market organizations.

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The takeaway

This filing highlights the ongoing changes in institutional investment strategies and the shifting landscape of the professional services industry. Investors will likely continue to monitor CBIZ's performance and the investment activities of major shareholders like Blair William & Co. IL.