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Disclosery

Capital International Investors: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital International Investors on TWFG, newest first. How the timeline and the estimate are built.

Capital International Investors held 0 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,065,732 shares

    13F-HR 0001562230-26-000107 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,065,732 shares
    Change vs previous 13F +107,242 shares

    <0.01% of the 13F portfolio, value $19,598,811.

    13F-HR 0001562230-26-000049 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 958,490 shares
    Change vs previous 13F +511,469 shares

    <0.01% of the 13F portfolio, value $27,575,757.

    13F-HR 0001562230-26-000005 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 447,021 shares
    Change vs previous 13F -68,388 shares

    <0.01% of the 13F portfolio, value $12,266,256.

    13F-HR 0001562230-25-000122 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 515,409 shares
    Change vs previous 13F -363,398 shares

    <0.01% of the 13F portfolio, value $18,039,315.

    13F-HR 0001422848-25-000145 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 878,807 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $27,163,924.

    13F-HR 0000732812-25-000010 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 878,807 shares
    Change vs previous 13F +206,969 shares

    0.01% of the 13F portfolio, value $27,067,256.

    13F-HR 0001422848-25-000006 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 671,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,220,247.

    13F-HR 0000017283-24-000026 filed by Capital International Investors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).