Capital International Investors
TWFG

Capital International Investors’s TWFG Inc TWFG Stock Holding History

Capital International Investors’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,065,732
Closed -$19.6M – 486
2026
Q1 		$19.6M Buy
1,065,732
+107,242
+11% +$2.37M ﹤0.01% 388
2025
Q4 		$27.6M Buy
958,490
+511,469
+114% +$13.9M ﹤0.01% 390
2025
Q3 		$12.3M Sell
447,021
-68,388
-13% -$1.98M ﹤0.01% 399
2025
Q2 		$18M Sell
515,409
-363,398
-41% -$12.1M ﹤0.01% 396
2025
Q1 		$27.2M Hold
878,807
– – 0.01% 372
2024
Q4 		$27.1M Buy
878,807
+206,969
+31% +$6.43M 0.01% 381
2024
Q3 		$18.2M Buy
+671,838
New +$17.4M ﹤0.01% 385

Other funds holding TWFG

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors's TWFG Position: Q2 2026 in Review

Capital International Investors sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 1,065,732 shares — an estimated $19.6M sold.

Capital International Investors first reported a position in TWFG in Q3 2024 and held it in 7 quarters. The position peaked at $27.6M in Q4 2025. 49 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Capital International Investors reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • Capital International Investors sold 1,065,732 TWFG Inc shares in Q2 2026, an estimated $19.6M.
  • Capital International Investors first reported a position in TWFG Inc in Q3 2024 and held it in 7 quarters.
  • Capital International Investors's TWFG Inc position peaked at $27.6M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.