Capital International Investors’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18M	Sell	515,409 -363,398	-41%	-$12.7M	﹤0.01%	396
2025 Q1	$27.2M	Hold	878,807	–	–	0.01%	372
2024 Q4	$27.1M	Buy	878,807 +206,969	+31%	+$6.37M	0.01%	381
2024 Q3	$18.2M	Buy	+671,838	New	+$18.2M	﹤0.01%	385