CATALYST FINANCIAL PARTNERS LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1927537
BOSTON, MA
Position in MRSH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$285,839
-$19,606 QoQ
Shares Held
1,715
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,050
of 1,500 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,301,695 across 4 Insurance Brokers names. MRSH ranks #3 (22.0% of the industry book) .
All Filings in MRSH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,839 | 1,715 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $305,445 | 1,761 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $311,117 | 1,677 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $368,799 | 1,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $414,760 | 1,897 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $449,015 | 1,840 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $365,770 | 1,722 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $378,806 | 1,698 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $331,041 | 1,571 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $304,850 | 1,480 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $266,963 | 1,409 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,248 | 1,294 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $222,874 | 1,185 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||