Tokio Marine Asset Management 13F: New $4.8M Stake in CBIZ (CBZ)

On October 26, 2026, Tokio Marine Asset Management disclosed a new position of 87,200 shares in CBIZ, Inc. (CBZ), valued at approximately $4.77 million. This information comes from the fund's latest Form 13F filing with the SEC covering the quarter ended September 30, 2026.

CBZ CBIZ, Inc.

$54.85 ▲ +7.97% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where CBIZ, Inc. Fits in Tokio Marine Asset Management's Portfolio

This new stake accounts for about 0.33% of Tokio Marine's total reported value of $1.46 billion and ranks 29th among its 503 positions.

Other Institutional Activity in CBIZ, Inc.

Bank of Montreal reduced its stake by 54,019 shares, ending with 3,453,723 shares worth about $189.4 million. 22c Capital LLC maintained its position with 3,202,267 shares valued at approximately $175.6 million. P2 Capital Partners, LLC also decreased its holdings by 3,650 shares to a total of 1,136,974 shares worth about $62.4 million.

CBIZ, Inc. Stock Up 0.1%

CBIZ shares recently traded around $54.94 as of October 27, 2026. This price follows a series of downgrades from analysts, with the stock facing challenges in maintaining its value.

Recent Earnings

For the trailing twelve months, CBIZ reported revenue of approximately $2.78 billion and earnings per share (EPS) of $2.38. The next earnings report is expected on February 24, 2027.

Insider Buying and Selling at CBIZ, Inc.

Benaree Pratt Wiley, a director, sold 8,288 shares on December 2, 2025, at an average price of $49.54, totaling about $410,612. Another director, Benaree Pratt Wiley, also sold 17,956 shares on March 10, 2026, for approximately $473,913 at an average price of $26.39. Chief Financial Officer Brad S Lakhia bought 12,775 shares on March 13, 2026, at an average price of $25.97, valued at around $331,719, while Rodney A Young, another director, acquired 1,000 shares on the same day for about $26,055.

Analysts Set New Price Targets

On July 30, 2026, CJS Securities downgraded CBIZ to a Market Perform rating with a price target of $55. Barrington Research followed with a downgrade to Market Perform on September 16, 2026, and William Blair also downgraded the stock to Market Perform on September 23, 2026.

About CBIZ, Inc.

CBIZ, Inc. provides a range of financial, insurance, and advisory services across the United States and Canada. It operates through various segments, including Financial Services and Benefits and Insurance Services, which are crucial for its continued growth and stability.

Bottom Line

Investors should keep an eye on CBIZ's performance following the recent analyst downgrades and the upcoming earnings report on February 24, 2027. Tokio Marine's new position adds to its diverse portfolio, reflecting ongoing interest in the specialty business services sector.