Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
TWFG

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s TWFG Inc TWFG Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-150,000
Closed -$4.64M – 1251
2025
Q1 		$4.64M Hold
150,000
– – 0.01% 503
2024
Q4 		$4.62M Hold
150,000
– – 0.01% 532
2024
Q3 		$4.07M Buy
+150,000
New +$3.89M 0.01% 528

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's TWFG Position: Q2 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of TWFG Inc (TWFG) in Q2 2025, closing a stake of 150,000 shares — an estimated $4.64M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in TWFG in Q3 2024 and held it in 3 quarters. The position peaked at $4.64M in Q1 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2025.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining TWFG Inc position as of Q2 2025 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 150,000 TWFG Inc shares in Q2 2025, an estimated $4.64M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in TWFG Inc in Q3 2024 and held it in 3 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's TWFG Inc position peaked at $4.64M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2025, filed 13 Aug 2025.