CATALYST FINANCIAL PARTNERS LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1927537 BOSTON, MA

Position in AJG

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

Position Value

$320,479

+$83,108 QoQ

Shares Held

1,396

+27.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#870

of 1,289 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $1,301,695 across 4 Insurance Brokers names. AJG ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,260	$417,929
2	AJG	Arthur J. Gallagher & Co. This page	1,396	$320,479
3	MRSH	Marsh & Mclennan Companies, Inc.	1,715	$285,839
4	BRO	Brown & Brown, Inc.	4,325	$277,448

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,479	1,396	+27.4%	Shares	Sole	2026-07-30
2026-03-31	$237,371	1,096	+33.2%	Shares	Sole	2026-05-12
2025-12-31	$212,984	823	-17.5%	Shares	Sole	2026-02-04
2025-09-30	$309,120	998	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$318,199	994	+3.5%	Shares	Sole	2025-08-14
2025-03-31	$331,430	960	+9.7%	Shares	Sole	2025-05-02
2024-12-31	$248,368	875	+5.4%	Shares	Sole	2025-01-30
2024-09-30	$233,537	830	+3.1%	Shares	Sole	2024-10-28
2024-06-30	$208,744	805	—	Shares	Sole	2024-07-25
No filing history on record for this holder in this stock.