[SCHEDULE 13G/A] TWFG, Inc. SEC Filing

Rhea-AI Filing Summary

Capital International Investors (CII) reports beneficial ownership of 515,409 shares of TWFG common stock, representing 3.5% of the roughly 14,904,083 shares stated in the filing. CII says these shares are held in the ordinary course of business and that it has sole voting and sole dispositive power over the reported shares. The filing identifies CII as an investment adviser division of Capital Research and Management Company and related investment management entities acting together under the name "Capital International Investors." The statement indicates the position is passive and not intended to change or influence control of TWFG.

Positive

• Clear institutional ownership disclosed: Capital International Investors reports beneficial ownership of 515,409 shares (3.5%), improving transparency for shareholders.
• Sole voting and dispositive power: The filer states it has sole authority to vote and dispose of the reported shares, clarifying who controls the position.
• Positions held in ordinary course: The filer certifies the shares are held in the ordinary course of business and not to influence control, indicating a passive intent.

Negative

• None.

Insights

Institutional Investor Relations Analyst

TL;DR: CII holds a passive 3.5% stake (515,409 shares) in TWFG with sole voting and dispositive power.

The reported 3.5% position is below common 5% activist thresholds and is characterized as held in the ordinary course, which signals a passive institutional holding rather than an intent to influence corporate control. Sole voting and dispositive power means CII can vote those shares independently, but the stake size limits direct governance influence. For investors, this is disclosure of a material institutional ownership stake without an associated governance play.

Corporate Governance Expert

TL;DR: A 3.5% institutional holding with sole authority is notable but unlikely to alter board dynamics alone.

From a governance perspective, the filing shows clear control over the voting and disposition of the reported shares, but the percentage remains modest relative to total outstanding shares. The filing’s certification that the stake is held in the ordinary course and not to influence control reduces the likelihood of imminent engagement or proxy actions. This filing should be viewed as transparency from a significant institutional holder rather than an activist signal.

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)

06/30/2025

(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)

SCHEDULE 13G

CUSIP No. 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 515,409.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 515,409.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

515,409.00

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)

3.5 %

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: 515,409 ** **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 515,409 shares or 3.5% of the 14,904,083 shares believed to be outstanding.
(b)	Percent of class: 3.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 515,409
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 515,409
	(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:	Jae Won Chung
Name/Title:	Vice President and Senior Counsel II, Capital Research and Management Company
Date:	08/12/2025

FAQ

How many TWFG shares does Capital International Investors report owning?

Capital International Investors reports owning 515,409 shares of TWFG common stock.

What percentage of TWFG does the reported position represent?

The position represents 3.5% of the approximately 14,904,083 shares referenced in the filing.

Does Capital International Investors have voting control over the reported shares of TWFG?

Yes: the filer reports sole voting power and sole dispositive power over the 515,409 shares.

Is the reported TWFG stake intended to influence company control?

No: the filing certifies the shares are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

Who is the reporting entity for this Schedule 13G/A for TWFG?

Capital International Investors, a division of Capital Research and Management Company and related investment management entities, is the reporting person.