OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in BRO — Brown & Brown, Inc.

CIK 714364 WILLIAMSVILLE, NY

Position in BRO

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

Position Value

$32,780

-$216 QoQ

Shares Held

511

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#657

of 800 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. BRO ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	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	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	$32,780	511	+1.0%	Shares	Sole	2026-08-07
2026-03-31	$32,996	506	-1.7%	Shares	Sole	2026-05-12
2025-12-31	$41,045	515	-0.4%	Shares	Sole	2026-01-23
2025-09-30	$48,489	517	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$57,098	515	0.0%	Shares	Sole	2025-08-08
2025-03-31	$64,066	515	+1.8%	Shares	Sole	2025-05-09
2024-12-31	$51,622	506	+0.2%	Shares	Sole	2025-01-24
2024-09-30	$52,318	505	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$45,062	504	0.0%	Shares	Sole	2024-08-08
2024-03-31	$44,120	504	0.0%	Shares	Sole	2024-05-03
2023-12-31	$35,839	504	0.0%	Shares	Sole	2024-02-09
2023-09-30	$35,199	504	0.0%	Shares	Sole	2023-10-19
2023-06-30	$34,695	504	0.0%	Shares	Sole	2023-08-03
2023-03-31	$28,939	504	0.0%	Shares	Sole	2023-05-03
2022-12-31	$28,712	504	0.0%	Shares	Sole	2023-01-30
2022-09-30	$30,481	504	0.0%	Shares	Sole	2022-10-20
2022-06-30	$29,403	504	0.0%	Shares	Sole	2022-07-21
2022-03-31	$36,424	504	0.0%	Shares	Sole	2022-04-26
2021-12-31	$35,421	504	0.0%	Shares	Sole	2022-01-18
2021-09-30	$27,946	504	0.0%	Shares	Sole	2021-10-27
2021-06-30	$26,782	504	0.0%	Shares	Sole	2021-07-14
2021-03-31	$23,037	504	0.0%	Shares	Sole	2021-04-26
2020-12-31	$23,894	504	0.0%	Shares	Sole	2021-01-20
2020-09-30	$22,816	504	0.0%	Shares	Sole	2020-11-02
2020-06-30	$20,543	504	0.0%	Shares	Sole	2020-08-07
2020-03-31	$18,254	504	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.