AllianceBernstein (TWFG) amendment shows zero TWFG holdings

Rhea-AI Filing Summary

AllianceBernstein L.P. filed an amended Schedule 13G/A reporting 0 shares of TWFG Inc. (CUSIP 87318A101) as beneficially owned and 0.0% of the class. The filing states these accounts are managed for clients and that AllianceBernstein is majority owned by Equitable Holdings, Inc.

Insights

Institutional Ownership Analyst

Large asset manager reports no beneficial position in TWFG.

AllianceBernstein's amendment lists 0 shares and 0.0% ownership, confirming it does not hold a reportable stake in TWFG through the accounts named. The filing notes AllianceBernstein is majority owned by Equitable Holdings, but that ownership is reported separately.

Holder decisions or separate EQH reports will determine any future filings; timing and cash‑flow treatment are not disclosed in the excerpt.

Key Figures

Form type: Schedule 13G/A Amount beneficially owned: 0 shares Percent of class: 0.0% +2 more

5 metrics

Form type Schedule 13G/A Amendment reporting beneficial ownership

Amount beneficially owned 0 shares reported by AllianceBernstein L.P.

Percent of class 0.0% TWFG common stock

CUSIP 87318A101 TWFG Inc common stock identifier

Filing signature date 05/15/2026 signature of Marcus Edwards, AVP/Senior Compliance Associate

Key Terms

Schedule 13G/A, Beneficially owned, CUSIP

3 terms

Schedule 13G/A regulatory

"Amended <b>Schedule 13G/A</b> reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: <b>0 shares</b> acquired solely for investment purposes"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

CUSIP financial

"CUSIP <b>87318A101</b> identifies the TWFG common stock"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 05/18/2026 - 01:23 PM Accepted by SEC EDGAR 05/18/2026 - 01:22 PM Learn about SEC filing dates

FAQ

What does AllianceBernstein report for TWFG (TWFG)?

AllianceBernstein reports 0 shares beneficially owned, representing 0.0% of TWFG's common stock. The filing is an amendment to a Schedule 13G/A and lists the CUSIP 87318A101 for identification.

Does the filing indicate AllianceBernstein controls voting or disposition for TWFG shares?

No. The filing shows 0 sole and 0 shared voting powers and 0 sole and 0 shared dispositive powers. It states no reportable control over TWFG shares in the disclosed accounts.

Why is Equitable Holdings mentioned in the Schedule 13G/A?

The filing notes AllianceBernstein is majority owned by Equitable Holdings, Inc. and explains that Equitable reports beneficial ownership separately, consistent with the cited SEC guidance in the filing.

What type of filing is this and what does "Ownership of 5 Percent or Less" mean?

This is a Schedule 13G/A amendment indicating the holder reports owning 5% or less of the class. Here, AllianceBernstein explicitly states ownership is 0.0%, which fits that reporting category.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

TWFG Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

87318A101

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 87318A101

1

Names of Reporting Persons

AllianceBernstein L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: TWFG Inc
(b)	Address of issuer's principal executive offices: 1201 LAKE WOODLANDS DRIVE, SUITE 4020, THE WOODLANDS, TX 77380
Item 2.
(a)	Name of person filing: AllianceBernstein L.P. ("AllianceBernstein L.P.")
(b)	Address or principal business office or, if none, residence: 501 Commerce Street, Nashville, TN 37203 All media outlets, please contact Jennifer Will at AllianceBernstein (212-969-1157) with any questions. All other questions can be directed to Section13USFilings@alliancebernstein.com.
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 87318A101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 0 shares acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.* *AllianceBernstein L.P. is a majority owned subsidiary of Equitable Holdings, Inc. ("EQH"). AllianceBernstein operates under independent management and makes independent decisions from EQH and its respective subsidiaries, and EQH calculates and reports beneficial ownership separately from AllianceBernstein pursuant to guidance provided by the Securities and Exchange Commission in Release Number 34-39538 (January 12, 1998).
(b)	Percent of class: 0.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AllianceBernstein L.P.

Signature:	Marcus Edwards
Name/Title:	AVP/ Senior Compliance Associate
Date:	05/15/2026