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.
Andersen Group Inc. filings document the company’s transition as a New York Stock Exchange public company and its formal reporting for a professional-services business focused on tax, valuation and financial advisory services. The records identify ANDG Class A common stock and include material-event reports on operating results, Regulation FD investor presentations and board composition.
Proxy materials cover annual-meeting procedures, stockholder voting matters, director elections and board committee structure. Current reports also disclose governance changes, compensatory arrangements and subsidiary equity-related awards involving Andersen Tax LLC, alongside capital-structure and exchange-listing information required for the company’s registered securities.
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.