CATALYST FINANCIAL PARTNERS LLC

Position in AIZ — Assurant, Inc.

CIK 1927537 BOSTON, MA

Position in AIZ

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$301,827

+$56,573 QoQ

Shares Held

1,124

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#386

of 605 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $5,736,683 across 8 Insurance - Property & Casualty names. AIZ ranks #7 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	5,767	$1,259,801
2	CB	Chubb Ltd	3,676	$1,252,560
3	THG	Hanover Insurance Group, Inc.	4,041	$865,258
4	ALL	Allstate Corp	2,840	$675,749
5	CINF	Cincinnati Financial Corp	3,203	$593,003
6	TRV	Travelers Companies, Inc.	1,639	$541,066
7	AIZ	Assurant, Inc. This page	1,124	$301,827
8	WRB	Berkley W R Corp	3,508	$247,419

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,827	1,124	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$245,254	1,126	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$268,066	1,113	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$240,209	1,109	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$216,844	1,098	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$227,369	1,084	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$230,277	1,080	-25.1%	Shares	Sole	2025-01-30
2024-09-30	$286,756	1,442	-1.6%	Shares	Sole	2024-10-28
2024-06-30	$243,722	1,466	+4.2%	Shares	Sole	2024-07-25
2024-03-31	$264,853	1,407	-3.4%	Shares	Sole	2024-04-23
2023-12-31	$245,489	1,457	+0.4%	Shares	Sole	2024-02-07
2023-09-30	$208,334	1,451	-11.8%	Shares	Sole	2023-10-26
2022-12-31	$205,723	1,645	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.