Position in CBZ
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$14,043,677
-$8,015,383 QoQ
Shares Held
523,042
+19.6% QoQ
Ownership
0.950%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026WATERS PARKERSON & CO., LLC holds $14,043,677 across 1 Specialty Business Services name. CBZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBZ |
CBIZ, Inc.
This page
|
523,042 | $14,043,677 |
All Filings in CBZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,043,677 | 523,042 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,059,060 | 437,246 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,950,754 | 414,478 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $28,590,920 | 398,702 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,098,459 | 304,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,383,331 | 285,755 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||