• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SCHEDULE 13G/A filed by TWFG Inc.

    8/13/25 12:49:42 PM ET
    $TWFG
    Specialty Insurers
    Finance
    Get the next $TWFG alert in real time by email



    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:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    87318A101


    1Names of Reporting Persons

    Capital International Investors
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    515,409.00
    6Shared Voting Power

    0.00
    7Sole Dispositive Power

    515,409.00
    8Shared Dispositive Power

    0.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    515,409.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    3.5 %
    12Type 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)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox not checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   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)Checkbox not checked   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)Checkbox not checked   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.
     
    Checkbox checked    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
    Get the next $TWFG alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $TWFG

    DatePrice TargetRatingAnalyst
    11/25/2025$33.00Outperform
    RBC Capital Mkts
    1/3/2025$30.00 → $33.00Overweight → Neutral
    Analyst
    8/21/2024Outperform
    William Blair
    8/12/2024$30.00Outperform
    BMO Capital Markets
    8/12/2024$23.00Equal-Weight
    Morgan Stanley
    8/12/2024$27.00Overweight
    Piper Sandler
    8/12/2024$26.50Overweight
    JP Morgan
    8/12/2024$29.00Outperform
    RBC Capital Mkts
    More analyst ratings

    $TWFG
    SEC Filings

    View All

    Amendment: SEC Form SCHEDULE 13G/A filed by TWFG Inc.

    SCHEDULE 13G/A - TWFG, Inc. (0002007596) (Subject)

    11/14/25 12:18:25 PM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form 10-Q filed by TWFG Inc.

    10-Q - TWFG, Inc. (0002007596) (Filer)

    11/12/25 4:07:29 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Leadership Update, Financial Statements and Exhibits

    8-K - TWFG, Inc. (0002007596) (Filer)

    11/12/25 4:04:44 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    TWFG Insurance Makes Strategic Leadership Appointments to Further Drive Innovation and Growth

    THE WOODLANDS, Texas, Nov. 13, 2025 (GLOBE NEWSWIRE) -- TWFG Insurance announced a series of pivotal leadership appointments designed to accelerate the company's growth and strengthen its position for continued industry innovations. Katherine Nolan, who has served as Chief Operating Officer for more than 16 years, has been promoted to President. A seasoned insurance executive, Nolan has played a critical role in TWFG's expansion and operational excellence. Her leadership and vision will continue to shape the company's future as it enters its next phase of growth. Julie Benes, previously General Counsel for over 6 years, has been appointed Chief Legal Officer. Benes' contributions have pl

    11/13/25 4:46:25 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG Announces Third Quarter 2025 Results

    – Total Revenues increased 21.3% for the quarter over the prior year period to $64.1 million –– Total Written Premium increased 16.9% for the quarter over the prior year period to $467.7 million –– Organic Revenue Growth Rate* of 10.2% for the quarter –– Net income of $9.6 million for the quarter –– Adjusted EBITDA* increased 44.7% for the quarter over the prior year period to $17.0 million – THE WOODLANDS, Texas, Nov. 12, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. ("TWFG", the "Company" or "we") (NASDAQ:TWFG), a high-growth insurance distribution company, today announced results for the third quarter ended September 30, 2025. Third Quarter 2025 Highlights Total revenues for the quarter incre

    11/12/25 4:10:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG, Inc. Acquires Alabama Insurance Agency, Inc. Expanding Its Southeastern Footprint

    THE WOODLANDS, Texas, Nov. 04, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it has acquired Alabama Insurance Agency, Inc., and its 20 affiliated locations across the state. This strategic acquisition strengthens TWFG's presence in the Southeastern United States and reinforces its commitment to delivering personalized insurance solutions through a growing network of independent agents. Alabama Insurance Agency, known for its strong community ties and customer-first approach, will benefit from TWFG's national scale, growing brand recognition, technology infrastructure, and carrier relationships. "Choosing TW

    11/4/25 7:25:33 AM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    SEC Form 4 filed by TWFG Inc.

    4 - TWFG, Inc. (0002007596) (Issuer)

    12/2/25 10:54:26 AM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form 3 filed by new insider Vijaya Gopal Mohan Babu

    3 - TWFG, Inc. (0002007596) (Issuer)

    11/14/25 4:14:49 PM ET
    $TWFG
    Specialty Insurers
    Finance

    Chief Creative & Marketing Off Bunch Charles Alexander covered exercise/tax liability with 6,187 shares, decreasing direct ownership by 14% to 38,012 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/21/25 3:42:33 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    RBC Capital Mkts resumed coverage on TWFG, Inc. with a new price target

    RBC Capital Mkts resumed coverage of TWFG, Inc. with a rating of Outperform and set a new price target of $33.00

    11/25/25 8:45:50 AM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG, Inc. downgraded by Analyst with a new price target

    Analyst downgraded TWFG, Inc. from Overweight to Neutral and set a new price target of $33.00 from $30.00 previously

    1/3/25 7:51:30 AM ET
    $TWFG
    Specialty Insurers
    Finance

    William Blair initiated coverage on TWFG, Inc.

    William Blair initiated coverage of TWFG, Inc. with a rating of Outperform

    8/21/24 7:39:49 AM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    General Counsel and Secretary Benes Julie E. bought $31,854 worth of shares (950 units at $33.53), increasing direct ownership by 2% to 49,008 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    11/26/24 5:24:04 PM ET
    $TWFG
    Specialty Insurers
    Finance

    Amendment: Chief Creative & Marketing Off Bunch Charles Alexander bought $2,448 worth of shares (144 units at $17.00) (SEC Form 4)

    4/A - TWFG, Inc. (0002007596) (Issuer)

    9/26/24 1:48:29 PM ET
    $TWFG
    Specialty Insurers
    Finance

    President and CEO Bunch Richard F. Iii was granted 150,587 shares, converted options into 342,262 shares, bought $3,450,592 worth of shares (202,976 units at $17.00) and was granted 33,893,810 units of Class C Common Stock, increasing direct ownership by 678,275% to 678,375 units (SEC Form 4)

    4 - TWFG, Inc. (0002007596) (Issuer)

    7/19/24 9:42:37 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Leadership Updates

    Live Leadership Updates

    View All

    TWFG Inc. Appoints Eugene Padgett to Join Its Leadership Team as Chief Accounting Officer

    THE WOODLANDS, Texas, Jan. 23, 2025 /PRNewswire/ -- TWFG, Inc. (NASDAQ:TWFG), announced today that Eugene "Gene" Padgett, former Senior Vice President and Chief Accounting Officer with U.S. Silica, has joined TWFG's Leadership Team as Chief Accounting Officer. He brings to TWFG over 30 years of progressive experience in accounting and financial management across diverse industries, and a strong track record of enhancing organizational performance through strategic financial planning, SEC reporting, and compliance. He will report to Janice Zwinggi, Chief Financial Officer.  Abo

    1/23/25 5:16:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Financials

    Live finance-specific insights

    View All

    TWFG Announces Third Quarter 2025 Results

    – Total Revenues increased 21.3% for the quarter over the prior year period to $64.1 million –– Total Written Premium increased 16.9% for the quarter over the prior year period to $467.7 million –– Organic Revenue Growth Rate* of 10.2% for the quarter –– Net income of $9.6 million for the quarter –– Adjusted EBITDA* increased 44.7% for the quarter over the prior year period to $17.0 million – THE WOODLANDS, Texas, Nov. 12, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. ("TWFG", the "Company" or "we") (NASDAQ:TWFG), a high-growth insurance distribution company, today announced results for the third quarter ended September 30, 2025. Third Quarter 2025 Highlights Total revenues for the quarter incre

    11/12/25 4:10:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG, Inc. Acquires Alabama Insurance Agency, Inc. Expanding Its Southeastern Footprint

    THE WOODLANDS, Texas, Nov. 04, 2025 (GLOBE NEWSWIRE) -- TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it has acquired Alabama Insurance Agency, Inc., and its 20 affiliated locations across the state. This strategic acquisition strengthens TWFG's presence in the Southeastern United States and reinforces its commitment to delivering personalized insurance solutions through a growing network of independent agents. Alabama Insurance Agency, known for its strong community ties and customer-first approach, will benefit from TWFG's national scale, growing brand recognition, technology infrastructure, and carrier relationships. "Choosing TW

    11/4/25 7:25:33 AM ET
    $TWFG
    Specialty Insurers
    Finance

    TWFG, Inc. to Announce Third Quarter 2025 Financial Results on Wednesday, November 12, 2025

    THE WOODLANDS, Texas, Oct. 20, 2025 (GLOBE NEWSWIRE) --  October 20, 2025 – (GLOBAL NEWSWIRE) – TWFG, Inc. (NASDAQ:TWFG), a leading independent insurance distribution platform, announced today that it will release its financial results for the third quarter ended September 30, 2025, after the market closes on Wednesday, November 12, 2025. The Company will host a conference call to discuss its financial results the following morning, Thursday, November 13, 2025, at 9:00 a.m. Central Time (10:00 a.m. Eastern Time). TO ACCESS THE CALL BY PHONE, PARTICIPANTS CAN REGISTER AT THIS LINK WHERE THEY WILL BE PROVIDED WITH THE DIAL IN DETAILS. A live webcast of the call will be available on TWFG's

    10/20/25 4:20:00 PM ET
    $TWFG
    Specialty Insurers
    Finance

    $TWFG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 1:28:35 PM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 1:22:40 PM ET
    $TWFG
    Specialty Insurers
    Finance

    SEC Form SC 13G filed by TWFG Inc.

    SC 13G - TWFG, Inc. (0002007596) (Subject)

    11/14/24 8:49:48 AM ET
    $TWFG
    Specialty Insurers
    Finance