Beneficial Ownership Report · SCHEDULE 13G/A
Andersen Group Inc.
ANDGNYSEEQUITYCurrent
Beneficial Ownership Report
Structured filing — SCHEDULE 13G/A
primary_doc.xml
Amendment · This filing reports the amendment as submitted.
Subject company
- Company
- Andersen Group Inc.
- Company CIK
- 0002065708
- Street
- 333 BUSH ST STE 1700
- City
- SAN FRANCISCO
- State / country code
- CA
- Postal code
- 94104
Statement details
- Amendment number
- 5
- Security class
- Class A common stock, par value $0.0001 per share
- Event date
- 09/30/2026
- Rule designation
- Rule 13d-1(b)
Reporting person 1
- Name
- BROWN ADVISORY INC
- Citizenship / organization
- MD
- Reporting person type
- HC
- Aggregate amount owned
- 0
- Percent of class
- 10.72
- Sole voting power
- 1,268,473
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 1,459,256
- Aggregate excludes certain shares
- N
Reporting person 2
- Name
- BROWN INVESTMENT ADVISORY & TRUST CO
- Citizenship / organization
- MD
- Reporting person type
- BK
- Aggregate amount owned
- 0
- Percent of class
- 0.06
- Sole voting power
- 8,485
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 8,485
- Aggregate excludes certain shares
- N
Reporting person 3
- Name
- BROWN ADVISORY LLC
- Citizenship / organization
- MD
- Reporting person type
- IA
- Aggregate amount owned
- 0
- Percent of class
- 10.65
- Sole voting power
- 1,258,963
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 1,449,746
- Aggregate excludes certain shares
- N
Reporting person 4
- Name
- SIGNATURE FINANCIAL MANAGEMENT, INC.
- Citizenship / organization
- VA
- Reporting person type
- IA
- Aggregate amount owned
- 0
- Percent of class
- 0.01
- Sole voting power
- 1,025
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 1,025
- Aggregate excludes certain shares
- N
Reporting person 5
- Name
- BROWN ADVISORY LTD
- Citizenship / organization
- X0
- Reporting person type
- IA
- Aggregate amount owned
- 0
- Percent of class
- 0
- Sole voting power
- 0
- Shared voting power
- 0
- Sole dispositive power
- 0
- Shared dispositive power
- 0
- Aggregate excludes certain shares
- N
Item 1
Issuer
Andersen Group Inc.
Principal executive office address
333 BUSH ST STE 1700, SAN FRANCISCO, CALIFORNIA 94104
Item 2
Citizenship
BROWN ADVISORY INC - MARYLAND BROWN INVESTMENT ADVISORY & TRUST CO - MARYLAND BROWN ADVISORY LLC - MARYLAND SIGNATURE FINANCIAL MANAGEMENT, INC. - VIRGINIA BROWN ADVISORY LTD - UNITED KINGDOM
Filing person
BROWN ADVISORY INC BROWN INVESTMENT ADVISORY & TRUST CO BROWN ADVISORY LLC SIGNATURE FINANCIAL MANAGEMENT, INC. BROWN ADVISORY LTD
Principal business or residence address
901 SOUTH BOND STREET SUITE #400 Baltimore, Maryland 21231
Item 3
Not applicable indication
N
Type of filing person
BK · IA · HC
Item 4
Percent of class
10.72
Amount beneficially owned
1,459,256
Sole voting power
BROWN ADVISORY INC - 1,268,473 BROWN INVESTMENT ADVISORY & TRUST CO - 8,485 BROWN ADVISORY LLC - 1,258,963 SIGNATURE FINANCIAL MANAGEMENT, INC. - 1,025 BROWN ADVISORY LTD - 0
Shared voting power
BROWN ADVISORY INC - 0 BROWN INVESTMENT ADVISORY & TRUST CO - 0 BROWN ADVISORY LLC - 0 SIGNATURE FINANCIAL MANAGEMENT, INC. - 0 BROWN ADVISORY LTD - 0
Sole dispositive power
BROWN ADVISORY INC - 0 BROWN INVESTMENT ADVISORY & TRUST CO - 0 BROWN ADVISORY LLC - 0 SIGNATURE FINANCIAL MANAGEMENT, INC. - 0 BROWN ADVISORY LTD - 0
Shared dispositive power
BROWN ADVISORY INC - 1,459,256 BROWN INVESTMENT ADVISORY & TRUST CO - 8,485 BROWN ADVISORY LLC - 1,449,746 SIGNATURE FINANCIAL MANAGEMENT, INC. - 1,025 BROWN ADVISORY LTD - 0
Item 5
Not applicable indication
Y
Item 6
Not applicable indication
N
Ownership on behalf of another person
The total securities being reported are beneficially owned by investment companies and other managed accounts of direct/indirect subsidiaries of BROWN ADVISORY INC (listed above). These subsidiaries may be deemed to be beneficial owners of the reported securities because applicable investment advisory contracts provide voting and/or investment power over securities.
Item 7
Not applicable indication
N
Subsidiaries
BROWN ADVISORY INC is a parent holding company filing this schedule on behalf of the following subsidiaries pursuant to Rule 13d-1(b)(1)(ii)(G) under the Securities Exchange Act of 1934: BROWN INVESTMENT ADVISORY & TRUST CO - BK (Bank) BROWN ADVISORY LLC - IA (Investment Adviser) SIGNATURE FINANCIAL MANAGEMENT, INC. - IA (Investment Adviser) BROWN ADVISORY LTD - IA (Investment Adviser)
Item 8
Not applicable indication
Y
Item 9
Not applicable indication
Y
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, other than activities solely in connection with a nomination under § 240.14a-11.
Signature 1
- Reporting person
- BROWN ADVISORY INC
- Signed
- /s/Victor Fernandez
- Title
- Victor Fernandez, Chief Compliance Officer
- Date
- 10/07/2026
Signature 2
- Reporting person
- BROWN INVESTMENT ADVISORY & TRUST CO
- Signed
- /s/Victor Fernandez
- Title
- Victor Fernandez, Chief Compliance Officer
- Date
- 10/07/2026
Signature 3
- Reporting person
- BROWN ADVISORY LLC
- Signed
- /s/Victor Fernandez
- Title
- Victor Fernandez, Chief Compliance Officer
- Date
- 10/07/2026
Signature 4
- Reporting person
- SIGNATURE FINANCIAL MANAGEMENT, INC.
- Signed
- /s/Victor Fernandez
- Title
- Victor Fernandez, Chief Compliance Officer
- Date
- 10/07/2026
Signature 5
- Reporting person
- BROWN ADVISORY LTD
- Signed
- /s/Victor Fernandez
- Title
- Victor Fernandez, Chief Compliance Officer
- Date
- 10/07/2026
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
- SCHEDULE 13G/A - filed by ROYCE & ASSOCIATES LP regarding Andersen Group Inc.Oct 29, 2026
- SCHEDULE 13G/A - filed by FRANKLIN TEMPLETON INC regarding Andersen Group Inc.Oct 28, 2026
- SCHEDULE 13G/A - filed by JPMORGAN CHASE & CO regarding Andersen Group Inc.Oct 16, 2026
- Unregistered Sales of Equity SecuritiesOct 15, 2026
- Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 14, 2026