HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
PensionPosition in TWFG — TWFG, Inc.
CIK 1535845
TORONTO, A6
Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$245,983
-$4,390,517 QoQ
Shares Held
10,228
-93.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 81 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds $109,214,268 across 11 Insurance Brokers names. TWFG ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
261,297 | $59,985,952 | |
| 2 | AON |
Aon plc
|
45,685 | $15,153,257 | |
| 3 | WTW |
Willis Towers Watson PLC
|
50,905 | $13,305,039 | |
| 4 | LIFE |
Ethos Technologies Inc.
|
350,000 | $6,349,000 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
30,122 | $5,020,433 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
135,000 | $4,252,500 | |
| 7 | BRO |
Brown & Brown, Inc.
|
33,984 | $2,180,073 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
25,200 | $1,222,200 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,983 | 10,228 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $4,636,500 | 150,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,620,000 | 150,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,068,000 | 150,000 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||