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Capital International Investors has filed a Schedule 13G reporting beneficial ownership of TWFG, Inc. common stock. It is deemed to beneficially own 958,490 shares, representing 6.4% of the 15,028,681 shares believed to be outstanding as of 12/31/2025.
The firm reports sole voting and dispositive power over all 958,490 shares and no shared power. The filing states the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of TWFG, Inc.
FAQ
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What does Capital International Investors report in this TWFG Schedule 13G?
Capital International Investors reports beneficial ownership of 958,490 shares of TWFG, Inc. common stock. This represents 6.4% of the 15,028,681 shares believed to be outstanding as of December 31, 2025, giving it a significant institutional position.
What percentage of TWFG (symbol TWFG) shares does Capital International Investors own?
Capital International Investors is deemed to beneficially own 6.4% of TWFG, Inc.’s common stock. This is based on 958,490 shares out of 15,028,681 shares believed to be outstanding, according to the ownership details disclosed in the Schedule 13G filing.
Does Capital International Investors have voting and dispositive power over its TWFG stake?
Yes, Capital International Investors reports sole voting and sole dispositive power over 958,490 TWFG, Inc. shares. The filing indicates zero shared voting power and zero shared dispositive power, meaning decisions over these shares are controlled solely by the reporting investment management entities.
Is Capital International Investors seeking control of TWFG, Inc. with this 6.4% stake?
No, the certification states the securities were acquired and are held in the ordinary course of business. It also states they were not acquired and are not held to change or influence control of TWFG, Inc., consistent with a passive institutional investment position.
Who ultimately benefits from the TWFG shares held by Capital International Investors?
The filing identifies SMALLCAP World Fund, Inc. in connection with the ownership of more than 5% on behalf of another person. This indicates that fund shareholders are the economic beneficiaries of a significant portion of the TWFG, Inc. shares managed by Capital International Investors.
What type of entity is Capital International Investors in this TWFG Schedule 13G?
Capital International Investors is described as a division of Capital Research and Management Company and its investment management affiliates. These investment management entities collectively provide services under the Capital International Investors name and are deemed beneficial owners of the reported TWFG, Inc. shares.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
TWFG, Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
87318A101
(CUSIP Number)
12/31/2025
(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
958,490.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
958,490.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
958,490.00
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)
6.4 %
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:
958,490 **
**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 958,490 shares or 6.4% of the 15,028,681 shares believed to be outstanding.
(b)
Percent of class:
6.4 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
958,490
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
958,490
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
SMALLCAP World Fund, Inc.
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
