SEC ownership of Andersen Group Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002065708.

Comparable stake leader

BROWN ADVISORY INC

Disclosed value leader

BROWN ADVISORY INC

Comparable rows

50/50

Latest evidence

20 May 2026

Top shareholders Insider holders Latest transactions

Public ticker: ANDG on NYSE
Parsed ownership sources: 13D/G, 13F, and 3/4/5
Largest SEC-reported holder: BROWN ADVISORY INC
Latest 13D/G holder: BROWN ADVISORY INC
Latest parsed ownership date: 20 May 2026
Issuer CIK: 0002065708
Issuer location: San Francisco, CA

Ownership snapshot

Top shareholders of Andersen Group Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

BROWN ADVISORY INC

Disclosed value leader

BROWN ADVISORY INC

Comparable rows

50/50

Latest evidence

20 May 2026

13D/G 13F 3/4/5 Lead comparable stake: 20% 13D/G row: BROWN ADVISORY INC Showing 1-8 of 50 holder rows.

Quick read

BROWN ADVISORY INC leads the comparable SEC ownership view at 20%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BROWN ADVISORY INC's linked filing trail.

Comparable ownership Top 5

BROWN ADVISORY INC 20%

JPMORGAN CHASE & CO 14%

Durable Capital Partners LP 13%

ROYCE & ASSOCIATES LP 12%

J. Goldman & Co LP 9.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
BROWN ADVISORY INC	13D/G 13F Company 13D/G 13F	20%	$71,092,679 2,516,555 shares	-$12,146,568	31 Mar 2026
JPMORGAN CHASE & CO	13F 13D/G Company 13F 13D/G	14% from 13D/G	$47,902,790 1,859,580 shares	—	31 Mar 2026
Durable Capital Partners LP	13F 13D/G 3/4/5 Company · 10%+ Owner 13F 13D/G 3/4/5	13% from 13D/G	$45,437,192 1,670,485 shares	—	31 Mar 2026
ROYCE & ASSOCIATES LP	13F 13D/G Company 13F 13D/G	12% from 13D/G	$38,317,048 1,408,715 shares	—	31 Mar 2026
J. Goldman & Co LP	13F 13D/G Company 13F 13D/G	9.2% from 13D/G	$32,640,000 1,200,000 shares	—	31 Mar 2026
FRANKLIN RESOURCES INC	13F 13D/G Company 13F 13D/G	8.9% from 13D/G	$30,744,792 1,130,323 shares	—	31 Mar 2026
BAMCO INC /NY/	13D/G 13F Company 13D/G 13F	7.1%	$25,429,209 900,149 shares	$0	31 Mar 2026
DRIEHAUS CAPITAL MANAGEMENT LLC	13D/G 13F Company 13D/G 13F	4.4%	$15,825,848 560,207 shares	-$3,628,967	31 Mar 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$84,786.

Buys

$84,786

Insiders: 1

Sells

Insiders: 0

Net

+$84,786

Shares: +2,367

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 2,367 Shares: 0

Window (months)	Buy shares	Buy value	Sell value	Net value
0-3	2,367	$84,786	$0	+$84,786
3-6	0	$0	$0	$0
6-9	0	$0	$0	$0
9-12	0	$0	$0	$0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-13 of 13 reporting-owner rows connected to Andersen Group Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest Forms 3/4/5 holder

Robert V Gunderson Jr.

Net 12M change

+$84,786

Latest report

20 May 2026

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Robert V Gunderson Jr.	Director	$537,300	+$84,786	+19%	Filing P/S	20 May 2026
Peter Coscia	East Regional Managing Director Exhibit 24 - Power of Attorney				Mixed	16 Dec 2025
Dorice Elizabeth Pepin	Director				Mixed	16 Dec 2025
Ronald L. Olson	Director				Mixed	18 Dec 2025
Daniel DePaoli	Country Managing Director				Mixed	16 Dec 2025
William L. Deckelman Jr.	Chief Legal Counsel				Mixed	16 Dec 2025
Neal Livingston	Chief Financial Officer				Mixed	16 Dec 2025
John Nicolai	Director				Mixed	18 Dec 2025
John R. Joyce	Director				Mixed	18 Dec 2025
Joseph Karczewski	Director				Mixed	16 Dec 2025
Durable Capital Partners LP	10%+ Owner				Mixed	17 Dec 2025
Mark Lawrence Vorsatz	Chairman and Chief Executive Officer, Director				Mixed	02 Feb 2026
Susan L. Decker	Director				Mixed	27 Apr 2026

Recent insider transactions for Andersen Group Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	SEC-reported value	SEC-reported price	Shares	Shares owned	Date	Ownership
Robert V Gunderson Jr.	ANDG	Class A Common Stock	Purchase	18.7%	$84,786	$35.82	2,367	15,000	20 May 2026	Direct
Mark Lawrence Vorsatz	ANDG	Class X Aggregator Units	Gift	11.1%			200,000	2,000,000	02 Feb 2026	See footnote
Mark Lawrence Vorsatz	ANDG	Class X Aggregator Units	Gift	-3.85%			-200,000	5,000,000	02 Feb 2026	Direct
Ronald L. Olson	ANDG	Class A Common Stock	Purchase				7,896	7,896	18 Dec 2025	Direct
John R. Joyce	ANDG	Class A Common Stock	Purchase				10,422	10,422	18 Dec 2025	Direct
Robert V Gunderson Jr.	ANDG	Class A Common Stock	Purchase				12,633	12,633	18 Dec 2025	Direct
John Nicolai	ANDG	Class A Common Stock	Purchase				9,475	9,475	18 Dec 2025	Direct
Durable Capital Partners LP	ANDG	Class A Common Stock	Purchase	27.3%			357,985	1,670,485	17 Dec 2025	See footnote (1)

^* marks a reported price that did not pass the local price check.

SEC ownership of Andersen Group Inc.

Top shareholders of Andersen Group Inc. (13F + 13D/G + 3/4/5)

BROWN ADVISORY INC leads the comparable SEC ownership view at 20%.

Insider trading overview

Insider holders from Forms 3/4/5

Continue from Andersen Group Inc. ownership

Recent insider transactions for Andersen Group Inc.