Welcome to our dedicated page for Andersen Group SEC filings (Ticker: ANDG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page is intended to provide access to U.S. Securities and Exchange Commission (SEC) filings for Andersen Group Inc. (NYSE: ANDG), a professional services firm focused on independent tax, valuation and financial advisory services for individuals and family offices, businesses and funds in the United States. While no specific filings are listed in the available data, investors typically look to this type of page for core documents such as annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K once they are filed with the SEC.
Andersen’s SEC filings, when available, can offer detail on its tax, valuation and financial advisory activities, its client segments and its relationship to a global platform of member and collaborating firms. For a firm in the professional services sector, these documents often explain the structure of its service offerings, risk factors associated with its advisory work and information about its capital structure following an initial public offering of Class A common stock.
On Stock Titan, SEC filings pages are supported by AI-powered summaries that help explain the contents of lengthy documents in accessible language. As Andersen Group Inc. files reports such as Forms 10-K and 10-Q, AI tools can highlight key sections, clarify complex disclosures and make it easier to identify information related to tax, valuation and financial advisory services. When Form 4 filings and proxy materials become available, users can also review disclosures about equity ownership and other governance matters.
As filings for Andersen Group Inc. are added over time, this page will function as a central location to review its regulatory reporting history alongside AI-generated explanations.
Royce & Associates filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of 1,461,058 shares of Class A Common Stock of Andersen Group Inc, representing 11.55% of the class.
The filing, dated 02/28/2026 with a signature on 03/03/2026, states the securities are held "in the ordinary course of business". It notes that various Royce-managed accounts include the Royce Small-Cap Total Return Fund, which holds 722,664 shares ( 5.72% ).
Driehaus Capital Management LLC has filed a Schedule 13G reporting a passive ownership stake in Andersen Group Inc. Class A common stock. Driehaus reports beneficial ownership of 688,666 shares, representing 5.44% of the class, with shared voting and shared dispositive power over all reported shares.
The shares are held in numerous discretionary client accounts managed by Driehaus, and the firm states they were acquired and are held in the ordinary course of business. Driehaus certifies the holdings are not intended to change or influence control of Andersen Group.
Andersen Group Inc. received a new Schedule 13G reporting that investment firm J. Goldman & Co., related entities, and Jay G. Goldman collectively beneficially own 1,160,000 shares of Class A common stock, representing 9.17% of the company’s outstanding Class A shares.
The ownership is held through J. Goldman Master Fund, L.P. and J. Goldman Enhanced Master Fund, L.P., and is reported as having shared voting and shared dispositive power over all 1,160,000 shares. The percentage is based on 12,650,000 Class A shares outstanding after the company’s December 2025 offering and full exercise of the underwriters’ over-allotment option.
The reporting parties certify the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Andersen Group Inc., indicating a passive investment stance under Schedule 13G.
Brown Advisory Inc. filed an amended Schedule 13G reporting beneficial ownership of 1,938,340 shares of Andersen Group Inc. Class A common stock, representing 15.3% of the class as of 12/31/2025. The filing is made on behalf of several related entities.
Brown Advisory LLC reports beneficial ownership of 1,929,048 shares (15.2%), Brown Investment Advisory & Trust Co. reports 8,563 shares (0.1%), and Signature Financial Management, Inc. reports 729 shares (0.01%). The securities are held for investment clients of Brown Advisory’s subsidiaries.
The signatory certifies the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Andersen Group Inc.
Brown Advisory Inc and its affiliated entities have filed a Schedule 13G reporting passive ownership of Andersen Group Inc. Class A common stock.
The group reports beneficial ownership of 3,876,680 shares, representing 15.3% of Andersen Group’s Class A common stock. Voting and investment power is held through subsidiaries, including Brown Advisory LLC, Brown Investment Advisory & Trust Co, and Signature Financial Management, Inc., on behalf of investment companies and other managed accounts, and is certified as held in the ordinary course of business without intent to influence control.
Andersen Group Inc. reported an insider equity reclassification rather than a sale. Director and Chairman and Chief Executive Officer Mark Lawrence Vorsatz transferred 200,000 Class X Aggregator Units on February 2, 2026 from his direct holdings to a trust he controls for no consideration.
The Class X Aggregator Units are ultimately exchangeable on a one-for-one basis into shares of Class A common stock or cash, subject to lock-up, vesting and other restrictions under the Andersen Aggregator LLC agreement. After the transaction, he directly holds 5,000,000 and indirectly holds 2,000,000 Class X Aggregator Units.
The reported units were 50% vested as of December 16, 2025, with the remainder vesting in equal annual installments over the following five years, contingent on his continued service to the company.
Franklin Resources and affiliates have disclosed a significant ownership stake in Andersen Group Inc. They report beneficial ownership of 997,468 shares of Andersen’s Class A common stock, representing 7.9% of the outstanding class as of the reporting date.
The shares are primarily held through investment management subsidiaries, including Franklin Advisers, Inc. and Fiduciary Trust Company International, for client accounts. Franklin Small Cap Growth Fund, a series of Franklin Strategic Series, has an interest in 844,180 shares, or 6.7% of the class.
The filing is made on Schedule 13G, indicating the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Andersen Group. Franklin Resources, its principal shareholders, and subsidiaries expressly disclaim pecuniary interest and group status under the securities laws.
Royce & Associates, LP filed a Schedule 13G reporting beneficial ownership of 769,314 shares of Andersen Group Inc common stock, representing 6.08% of the class as of 12/31/2025. Royce reports sole power to vote and dispose of all these shares, with no shared voting or dispositive power.
The shares are held in investment accounts of Royce’s clients, including registered funds and other managed accounts, for which Royce has investment discretion and voting authority under advisory agreements. The firm states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Andersen Group. Royce and its affiliates emphasize that voting and investment decisions are made independently, and Royce disclaims pecuniary interest and beneficial ownership beyond what is required for this report.
JPMorgan Chase & Co. has disclosed a significant passive ownership stake in Andersen Group Inc. Class A common stock. As of the event date of December 31, 2025, JPMorgan reports beneficial ownership of 1,773,515 shares, representing 14.0% of the outstanding class. It holds sole voting power over 1,738,020 shares and sole dispositive power over the full 1,773,515 shares, with no shared voting or dispositive power.
The filing is made on a Schedule 13G basis, and JPMorgan certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Andersen Group. Subsidiaries involved in holding or managing the position include JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc.