Number of Shares
556,925.00
Current Holdings Value*
$42.25 Mil
% of Portfolio
1.63%
Total Estimate Gain
$3.69 Mil
% of Total Estimate Gain
7.01%

Global Small Capitalization Fund's CBIZ Inc Holding Summary

As of 2025-03-31, AMERICAN FUNDS INSURANCE SERIES held 556,925.00 shares of CBIZ Inc(CBZ), totaling $42.25 Mil. This investment constitutes 1.63% of their stock portfolio, and AMERICAN FUNDS INSURANCE SERIES now holds 1.02% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2023Q4. And since then Global Small Capitalization Fund has made 4 purchases of CBZ, at an average price of $70.46, for a total of 746,326.00 shares. In addition, there have been 2 sales at an average price of $77.46 for 189,401.00 shares. Based on historical transaction data and CBZ's current price of $74.70, Global Small Capitalization Fund's estimated gain on his CBZ holdings is $3.69 Mil, reflecting a 7.01% gain to date.

Global Small Capitalization Fund CBZ ($74.70) Holding Chart

Global Small Capitalization Fund CBZ ($74.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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