OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in WTW — Willis Towers Watson PLC
CIK 714364
WILLIAMSVILLE, NY
Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,136
+$3,133 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#624
of 687 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $90,492 across 5 Insurance Brokers names. WTW ranks #5 (3.5% of the industry book) .
All Filings in WTW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,136 | 12 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3 | 12 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,271 | 13 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,599 | 22 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,436 | 21 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,786 | 26 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||