Capital International Investors reports 0% stake in TWFG

Capital International Investors, a division of Capital Research and Management Company and related investment management entities, reports that it is the beneficial owner of 0 shares of TWFG, Inc. common stock, representing 0.0% of the class.

Rhea-AI Filing Summary

Capital International Investors, a division of Capital Research and Management Company and related investment management entities, reports that it is the beneficial owner of 0 shares of TWFG, Inc. common stock, representing 0.0% of the class.

The filing states that 12,997,112 shares of TWFG, Inc. common stock are believed to be outstanding, and that Capital International Investors has no sole or shared voting or dispositive power over any TWFG, Inc. shares, confirming ownership of five percent or less of the class.

Key Figures

Shares beneficially owned by Capital International Investors: 0 shares Percent of class owned: 0.0% Shares believed outstanding: 12,997,112 shares +4 more

7 metrics

Shares beneficially owned by Capital International Investors 0 shares Reported beneficial ownership of TWFG, Inc. common stock

Percent of class owned 0.0% Percentage of TWFG, Inc. common stock class reported by Capital International Investors

Shares believed outstanding 12,997,112 shares TWFG, Inc. common stock believed to be outstanding

Sole voting power 0 shares Shares over which Capital International Investors has sole voting power

Shared voting power 0 shares Shares over which Capital International Investors has shared voting power

Sole dispositive power 0 shares Shares over which Capital International Investors has sole dispositive power

Shared dispositive power 0 shares Shares over which Capital International Investors has shared dispositive power

Key Terms

beneficial owner, dispositive power, Sole Voting Power, percent of class, +1 more

5 terms

beneficial owner financial

"CII is deemed to be the beneficial owner of 0 shares or 0.0%"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

dispositive power financial

"Sole power to dispose or to direct the disposition of: 0"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Sole Voting Power financial

"5 | Sole Voting Power 0.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

percent of class financial

"Percent of class: 0.0 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

Ownership of 5 percent or less of a class financial

"Item 5. | Ownership of 5 Percent or Less of a Class."

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does TWFG (TWFG) disclose about Capital International Investors' ownership in this Schedule 13G/A?

Capital International Investors reports beneficial ownership of 0 shares of TWFG, Inc. common stock, representing 0.0% of the class, and confirms it now owns 5 percent or less of this security class.

How many TWFG (TWFG) shares are believed to be outstanding according to this filing?

The filing states that there are 12,997,112 shares of TWFG, Inc. common stock believed to be outstanding. Against this base, Capital International Investors reports beneficial ownership of 0 shares, or 0.0% of the class.

Does Capital International Investors report any voting power over TWFG (TWFG) shares?

No. Capital International Investors reports 0 shares with sole voting power and 0 shares with shared voting power in TWFG, Inc., indicating it does not have authority to vote or direct the vote of any TWFG shares.

Does Capital International Investors report any dispositive power over TWFG (TWFG) shares?

No. The filing shows 0 shares with sole dispositive power and 0 shares with shared dispositive power over TWFG, Inc. stock, meaning it reports no authority to dispose or direct the disposition of any shares.

What percentage of TWFG (TWFG) common stock does Capital International Investors currently own?

Capital International Investors reports owning 0.0% of the class of TWFG, Inc. common stock. It is therefore classified as owning five percent or less of this class of securities under Schedule 13G/A reporting.

Who signed the TWFG (TWFG) Schedule 13G/A on behalf of Capital International Investors and when?

The Schedule 13G/A was signed by Aaron Espin, Senior Vice President, on 07/29/2026. The signature certifies the accuracy of Capital International Investors’ reported beneficial ownership position in TWFG, Inc.

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

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Available on EDGAR 08/12/2026 - 10:29 AM Accepted by SEC EDGAR 08/12/2026 - 10:28 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

TWFG, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

87318A101

(CUSIP Number)

06/30/2026

(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

Capital International Investors

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: 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS, TX 77380
Item 2.
(a)	Name of person filing: Capital International Investors
(b)	Address or principal business office or, if none, residence: 333 South Hope Street, 55th Fl, Los Angeles, CA 90071
(c)	Citizenship: N/A
(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 ** **Capital International Investors ("CII") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CII's divisions of each of the investment management entities collectively provide investment management services under the name "Capital International Investors." CII is deemed to be the beneficial owner of 0 shares or 0.0% of the 12,997,112 shares believed to be outstanding.
(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.

Capital International Investors

Signature:	Aaron Espin
Name/Title:	Senior Vice President
Date:	07/29/2026