Capital International Investors TWFG — TWFG INC

Ownership history in Capital International Investors  ·  7 quarters on record

AI Ownership Summary

Capital International Investors reported TWFG INC (TWFG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows TWFG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TWFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital International Investors's position in TWFG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TWFG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TWFG stock page Capital International Investors fund profile Capital International Investors full holdings
How Capital International Investors held TWFG — position size vs. price
% of Fund (quarterly)    TWFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,065,732 +107,242 +11.2% 0.00% $19.6M 2026-05-13 $18.90
2025 Q4 ADDED — — — 958,490 +511,469 +114.4% 0.00% $27.6M 2026-02-11 $20.31
2025 Q3 REDUCED 13.3% +6.5% ❌ 447,021 -68,388 -13.3% 0.00% $12.3M 2025-11-13 $27.25
2025 Q2 REDUCED 41.4% -23.1% ✅ 515,409 -363,398 -41.4% 0.00% $18.0M 2025-08-13 $28.35
2025 Q1 UNCHANGED — — — 878,807 — 0% 0.01% $27.2M 2025-05-12 $32.79
2024 Q4 ADDED — — — 878,807 +206,969 +30.8% 0.01% $27.1M 2025-02-13 $31.22
2024 Q3 INITIATED — — — 671,838 — — 0.00% $18.2M 2024-11-13 $31.61

🏢 Other funds also holding TWFG

As of 2026 Q2 — sorted by position size

CENTRAL SECURITIES CORP 3Y 7Y 0.9% Giverny Capital Inc. 3Y 7Y 0.53% BLALOCK WILLIAMS, LLC 0.36% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.22% Gillson Capital LP 3Y 7Y 0.21% Ascent Group, LLC 3Y 0.15% Dynamic Technology Lab Private Ltd 3Y 7Y 0.15% Symphony Financial, Ltd. Co. 3Y 0.1% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 0.08% Dockside LLC 0.08%

FAQ About Capital International Investors and TWFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital International Investors reported owning TWFG?

Capital International Investors reported TWFG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TWFG position in Capital International Investors's portfolio?

The largest reported portfolio weight for TWFG was 0.01% in 2025 Q1.

What is the latest reported TWFG position on this page?

The most recent filing on this page is 2026 Q1, when Capital International Investors reported 1,065,732 shares, equal to 0.00% of portfolio, with an estimated market value of $19.6M.

What does the chart on this TWFG ownership page compare?

The chart compares Capital International Investors's quarterly TWFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital International Investors time their TWFG position?

Based on 13F filing dates vs. subsequent TWFG price moves, Capital International Investors correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on TWFG relative to SPY over the holding period was -39.4%.

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