CATALYST FINANCIAL PARTNERS LLC

Position in AON — Aon plc

CIK 1927537 BOSTON, MA

Position in AON

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

Position Value

$417,929

+$5,094 QoQ

Shares Held

1,260

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#796

of 1,247 holders

Holding Since

Dec 2022

15 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. AON ranks #1 (32.1% of the industry book) .

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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,929	1,260	-1.5%	Shares	Sole	2026-07-30
2026-03-31	$412,835	1,279	+4.7%	Shares	Sole	2026-05-12
2025-12-31	$431,219	1,222	-3.1%	Shares	Sole	2026-02-04
2025-09-30	$449,647	1,261	-6.8%	Shares	Sole	2025-11-12
2025-06-30	$482,696	1,353	+12.8%	Shares	Sole	2025-08-14
2025-03-31	$478,908	1,200	+2.6%	Shares	Sole	2025-05-02
2024-12-31	$420,217	1,170	+7.1%	Shares	Sole	2025-01-30
2024-09-30	$377,821	1,092	+3.8%	Shares	Sole	2024-10-28
2024-06-30	$308,846	1,052	+1.0%	Shares	Sole	2024-07-25
2024-03-31	$347,736	1,042	-3.4%	Shares	Sole	2024-04-23
2023-12-31	$314,010	1,079	+4.6%	Shares	Sole	2024-02-07
2023-09-30	$334,595	1,032	+5.2%	Shares	Sole	2023-10-26
2023-06-30	$338,641	981	+17.9%	Shares	Sole	2023-08-02
2023-03-31	$262,321	832	-4.9%	Shares	Sole	2023-04-11
2022-12-31	$262,622	875	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.