OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in AJG — Arthur J. Gallagher & Co.

CIK 714364 WILLIAMSVILLE, NY

Position in AJG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$30,303

+$1,932 QoQ

Shares Held

132

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,127

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $90,492 across 5 Insurance Brokers names. AJG ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	511	$32,780
2	AJG	Arthur J. Gallagher & Co. This page	132	$30,303
3	MRSH	Marsh & Mclennan Companies, Inc.	74	$12,333
4	AON	Aon plc	36	$11,940
5	WTW	Willis Towers Watson PLC	12	$3,136

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,303	132	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$28,371	131	-3.0%	Shares	Sole	2026-05-12
2025-12-31	$34,936	135	-15.1%	Shares	Sole	2026-01-23
2025-09-30	$49,248	159	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$50,578	158	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$54,202	157	+44.0%	Shares	Sole	2025-05-09
2024-12-31	$30,939	109	0.0%	Shares	Sole	2025-01-24
2024-09-30	$30,669	109	0.0%	Shares	Sole	2024-11-08
2024-06-30	$28,264	109	0.0%	Shares	Sole	2024-08-08
2024-03-31	$27,254	109	0.0%	Shares	Sole	2024-05-03
2023-12-31	$24,511	109	0.0%	Shares	Sole	2024-02-09
2023-09-30	$24,844	109	0.0%	Shares	Sole	2023-10-19
2023-06-30	$23,933	109	0.0%	Shares	Sole	2023-08-03
2023-03-31	$20,852	109	0.0%	Shares	Sole	2023-05-03
2022-12-31	$20,550	109	0.0%	Shares	Sole	2023-01-30
2022-09-30	$18,662	109	0.0%	Shares	Sole	2022-10-20
2022-06-30	$17,771	109	0.0%	Shares	Sole	2022-07-21
2022-03-31	$19,031	109	0.0%	Shares	Sole	2022-04-26
2021-12-31	$18,494	109	0.0%	Shares	Sole	2022-01-18
2021-09-30	$16,202	109	0.0%	Shares	Sole	2021-10-27
2021-06-30	$15,268	109	0.0%	Shares	Sole	2021-07-14
2021-03-31	$13,599	109	0.0%	Shares	Sole	2021-04-26
2020-12-31	$13,484	109	0.0%	Shares	Sole	2021-01-20
2020-09-30	$11,508	109	0.0%	Shares	Sole	2020-11-02
2020-06-30	$10,626	109	0.0%	Shares	Sole	2020-08-07
2020-03-31	$8,884	109	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.