OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 714364 WILLIAMSVILLE, NY

Position in MRSH

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

Position Value

$12,333

-$3,104 QoQ

Shares Held

-16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,378

of 1,495 holders

Holding Since

Mar 2020

10 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. MRSH ranks #3 (13.6% 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. This page	74	$12,333
4	AON	Aon plc	36	$11,940
5	WTW	Willis Towers Watson PLC	12	$3,136

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,333	74	-16.9%	Shares	Sole	2026-08-07
2026-03-31	$15,437	89	+12.7%	Shares	Sole	2026-05-12
2025-12-31	$14,656	79	-15.1%	Shares	Sole	2026-01-23
2025-09-30	$18,742	93	-6.1%	Shares	Sole	2025-11-04
2025-06-30	$21,645	99	-39.6%	Shares	Sole	2025-08-08
2025-03-31	$40,020	164	+446.7%	Shares	Sole	2025-05-09
2020-12-31	$3,510	30	0.0%	Shares	Sole	2021-01-20
2020-09-30	$3,441	30	0.0%	Shares	Sole	2020-11-02
2020-06-30	$3,221	30	0.0%	Shares	Sole	2020-08-07
2020-03-31	$2,593	30	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.