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BCS

Beneficial Ownership Report · SCHEDULE 13G/A

Andersen Group Inc.

ANDGNYSEEQUITYCurrent

Beneficial Ownership Report

Filed Oct 29, 2026Accepted Oct 29, 2026, 8:28 AM EDTFiling CIK 2065708Accession 0000906304-26-000205
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Structured filing — SCHEDULE 13G/A

primary_doc.xml

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Amendment · This filing reports the amendment as submitted.

Subject company

Company
Andersen Group Inc
Company CIK
0002065708
Street
333 Bush Street
Street (continued)
Ste 1700
City
San Francisco
State / country code
CA
Postal code
94104

Statement details

Amendment number
3
Security class
Class A Common Stock
Event date
09/30/2026
Rule designation
Rule 13d-1(d)

Reporting person 1

Name
ROYCE & ASSOCIATES LP
Citizenship / organization
NY
Reporting person type
IA
Aggregate amount owned
719,648.00
Percent of class
3.91
Sole voting power
719,648.00
Shared voting power
0.00
Sole dispositive power
719,648.00
Shared dispositive power
0.00

Item 1

Issuer

Andersen Group Inc

Principal executive office address

333 Bush Street Ste 1700, San Francisco, CA, 94104

Item 2

Citizenship

New York Corporation

Filing person

ROYCE & ASSOCIATES LP

Principal business or residence address

One Madison Avenue, New York, NY 10010

Item 3

Not applicable indication

N

Type of filing person

IA

Item 4

Percent of class

3.91

Amount beneficially owned

719648.00

Sole voting power

719648.00

Shared voting power

0.00

Sole dispositive power

719648.00

Shared dispositive power

0.00

Item 5

Not applicable indication

N

Ownership of 5% or less

Y

Item 6

Not applicable indication

N

Ownership on behalf of another person

Not Applicable

Item 7

Not applicable indication

N

Subsidiaries

Not Applicable

Item 8

Not applicable indication

N

Group members

Not Applicable

Item 9

Not applicable indication

N

Item 10

Not applicable indication

N

Certifications

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

Exhibits

Effective August 17, 2026, Franklin Resources, Inc. was renamed Franklin Templeton, Inc. ("FTI").The securities reported herein are beneficially owned by one or more registered investment companies or other managed accounts that are investment management clients of Royce & Associates, LP ("RALP"), an indirect majority owned subsidiary of Franklin Templeton, Inc.("FTI"). When an investment management contract (including a sub advisory agreement) delegates to RALP investment discretion or voting power over the securities held in the investment advisory accounts that are subject to that agreement, FTI treats RALP as having sole investment discretion or voting authority, as the case may be, unless the agreement specifies otherwise. Accordingly, RALP reports on Schedule 13G that it has sole investment discretion and voting authority over the securities covered by any such investment managementagreement, unless otherwise noted in this Item 4. As a result, for purposes of Rule 13d 3 under the Act, RALP may be deemed to be the beneficial owner of the securities reported in this Schedule 13G. Beneficial ownership by investment management subsidiaries and other affiliates of FTI is being reported in conformity with the guidelines articulated by the SEC staff in Release No. 3439538 (January 12, 1998) relating to organizations, such as FTI, where related entities exercise voting and investment powers over the securities being reported independently from eachother. The voting and investment powers held by RALP are exercised independently from FTI(RALP's parent holding company) and from all other investment management subsidiaries of FTI (FTI, its affiliates and investment management subsidiaries other than RALP are, collectively, "FTI affiliates"). Furthermore, internal policies and procedures of RALP and FTI affiliates establish informational barriers that prevent the flow between RALP and the FTI affiliates of information that relates to the voting and investment powers over the securities owned by their respective investment management clients. Consequently, RALP and the FTI affiliates report the securities over which they hold investment and voting power separately from each other for purposes of Section 13 of the Act. Charles B. Johnson and Rupert H. Johnson, Jr. (the "Principal Shareholders") may each own in excess of 10% of the outstanding common stock of FTI and are the principal stockholders of FTI (see FTI's Proxy Statement-Stock Ownership of Certain Beneficial Owners). However, because RALP exercises voting and investment powers on behalf of its investment management clients independently of FTI affiliates, beneficial ownership of the securities reported by RALP is not attributed to the Principal Shareholders. RALP disclaims any pecuniary interest in any of the securities reported in this Schedule 13G. In addition, the filing of this Schedule 13G on behalf of RALP should not be construed as an admission that it is, and it disclaims that it is, the beneficial owner, as defined in Rule 13d 3, of any of such securities. Furthermore, RALP believes that it is not a "group" with FTI affiliates, the Principal Shareholders, or their respective affiliates within the meaning of Rule 13d 5 under the Act and that none of them is otherwise required to attribute to any other the beneficial ownership of the securities held by such person or by any persons or entities for whom or for which RALP or the FTI affiliates provide investment management services.

Signature 1

Reporting person
ROYCE & ASSOCIATES LP
Signed
Daniel A. O'Byrne
Title
Vice President
Date
10/29/2026

Company context

We are a leading provider of independent tax, valuation and financial advisory services to individuals and family offices, businesses and institutional clients in the United States. We have strategically expanded our business to build an integrated platform of service offerings that enables us to solve our clients’ most complex tax and financial challenges. The success of our approach is reflected in our consistent growth to date, having delivered a revenue compound annual growth rate (CAGR) of 15% since 2003, the first full fiscal year following our formation, through December 31, 2025. We have achieved this by delivering specialized technical expertise combined with practical advice, supported by our widely recognized and strong firm culture, integrated services offerings and global capabilities. Our global reach is facilitated through our membership in Andersen Global, a Swiss association of over 300 member and collaborating firms.

Current securities

Recent company filings

  1. SCHEDULE 13G/A - filed by FRANKLIN TEMPLETON INC regarding Andersen Group Inc.Oct 28, 2026
  2. SCHEDULE 13G/A - filed by JPMORGAN CHASE & CO regarding Andersen Group Inc.Oct 16, 2026
  3. Unregistered Sales of Equity SecuritiesOct 15, 2026
  4. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 14, 2026
  5. SCHEDULE 13G/A - filed by BROWN ADVISORY INC regarding Andersen Group Inc.Oct 7, 2026

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