CATALYST FINANCIAL PARTNERS LLC

Position in BRO — Brown & Brown, Inc.

CIK 1927537 BOSTON, MA

Position in BRO

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

Position Value

$277,448

New position

Shares Held

4,325

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#545

of 800 holders

Holding Since

Jun 2026

1 quarter 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. BRO ranks #4 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	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. This page	4,325	$277,448

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,448	4,325	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.