Capital International Investors

13F Holdings History for TWFG, Inc. - COMMON STOCK (TWFG)

Symbol: TWFG on Nasdaq
Investment type: Equity / COMMON STOCK
Latest Disclosed Ownership: 515K shares
Security Ownership: 3.5%

Shares, Excluding Options vs Price

Value, Excluding Options

Capital International Investors ownership in TWFG, Inc. COMMON STOCK (TWFG)

2025-08-13 - Capital International Investors has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 515K shares of TWFG, Inc. COMMON STOCK (TWFG). This represents 3.5% percent ownership of the company. In their previous filing dated 2025-02-14, Capital International Investors had reported owning 879K shares, indicating a decrease of -41.4% percent.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Capital International Investors	3.5%	-40%	$13.9M	515K	-363,398	-41.4%	$27.00	13G/A	6/30/2025	13 Aug 2025 12:49:42
Capital International Investors	5.9%		$24.4M	879K			$27.75	13G	12/31/2024	14 Feb 2025 13:32:33

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0%	0%	$18M	515K	-363,398	-41.4%	$35.00	Q2 2025
3/31/2025	0.01%		$27.2M	879K			$30.91	Q1 2025
12/31/2024	0.01%	+0%	$27.1M	879K	+206,969	+30.8%	$30.80	Q4 2024
9/30/2024	0%	+0%	$18.2M	672K	+671,838	NEW	$27.12	Q3 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.