Montrusco Bolton Investments 13F: Exits CBIZ (CBZ) Stake
The fund sold its entire stake in CBIZ, Inc., totaling 342,221 shares.
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Montrusco Bolton Investments sold its entire stake of 342,221 shares in CBIZ, Inc. ($CBZ), according to a 13F filing with the SEC dated October 13, 2026.
Since the filing, $CBZ is up 0.0% to date (from the $54.77 close on Oct 13, 2026).
Find the original: Montrusco Bolton Investments 13F filings on SEC EDGAR
CBZ
CBIZ, Inc.
Key Points
- Montrusco Bolton Investments sold out its entire position in CBIZ, Inc., shedding 342,221 shares as of the latest 13F filing.
- CBIZ, Inc., trading on the NYSE, has a market cap of approximately $3.00 billion and a P/E ratio of 26.3.
- Analysts have a buy rating on CBIZ, Inc. with a mean price target of $55.00.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated CBIZ, Inc. alert may contain errors. Disclosures
Montrusco Bolton Investments has completely exited its position in CBIZ, Inc. (NYSE:CBZ). The fund sold all 342,221 shares it previously held, as reflected in its latest 13F filing with the SEC. This move marks a full sell-off of its stake in the company.
Montrusco Bolton Investments vs. the S&P 500
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What Changed in Montrusco Bolton Investments' CBIZ, Inc. Position
Montrusco Bolton Investments has sold out of CBIZ, Inc., completely divesting its 342,221 shares. This action leaves the fund with no remaining shares in the company, reflecting a 100% decrease from its previous holdings.
CBIZ, Inc. Stock Up 0.2%
Shares of CBIZ, Inc. are traded on the NYSE. The company has a market cap of about $3.00 billion and a P/E ratio of 26.3. With a beta of 0.922, the stock shows moderate volatility compared to the overall market. Over the past year, the stock has traded between $24.29 and $56.93. Its 50-day moving average is $51.65, while the 200-day moving average stands at $39.81. The company's financial health is indicated by a current ratio of 1.47, a quick ratio of 1.07, and a debt-to-equity ratio of 102.08.
Recent Earnings
CBIZ, Inc. reported revenues of approximately $2.77 billion, though it experienced a slight revenue decline with a growth rate of -0.2%. The company's net margin stands at 4.41%, and its return on equity is 6.5%. The next earnings report is expected on October 28, 2026.
About CBIZ, Inc.
CBIZ, Inc. provides a wide range of financial, insurance, and advisory services in the U.S. and Canada. The company operates through three main segments: Financial Services, Benefits and Insurance Services, and National Practices. It caters primarily to small and medium-sized businesses, individuals, governmental entities, and non-profit organizations. Founded in 1987, CBIZ is headquartered in Independence, Ohio, and employs around 9,500 people.
Bottom Line
Montrusco Bolton Investments' decision to sell out of CBIZ, Inc. may draw attention from investors tracking institutional moves. As 13F filings are backward-looking, they provide a snapshot of past positions rather than current holdings. CBIZ remains a company with a stable market presence and analyst interest, as reflected in its buy rating and price target.
Related Filing Alerts
Source: Montrusco Bolton Investments's 13F filing on $CBZ (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Montrusco Bolton Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts