OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in AON — Aon plc

CIK 714364 WILLIAMSVILLE, NY

Position in AON

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

Position Value

$11,940

-$2 QoQ

Shares Held

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,139

of 1,247 holders

Holding Since

Mar 2025

6 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. AON ranks #4 (13.2% of the industry book) .

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

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,940	36	-2.7%	Shares	Sole	2026-08-07
2026-03-31	$11,942	37	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$13,409	38	-5.0%	Shares	Sole	2026-01-23
2025-09-30	$14,263	40	-14.9%	Shares	Sole	2025-11-04
2025-06-30	$16,767	47	-11.3%	Shares	Sole	2025-08-08
2025-03-31	$21,151	53	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.