Brown Advisory
ANDG

Brown Advisory’s Andersen Group ANDG Stock Holding History

Brown Advisory’s Portfolio ANDG Stock Details ANDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.7M Sell
2,165,645
-273,683
-11% -$9.65M 0.13% 128
2026
Q1 		$66.3M Buy
2,439,328
+1,306,867
+115% +$30.5M 0.11% 141
2025
Q4 		$29.4M Buy
+1,132,461
New +$28.5M 0.04% 270

Other funds holding ANDG

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return

Brown Advisory's ANDG Position: Q2 2026 in Review

Brown Advisory reduced its Andersen Group (ANDG) stake by 11% in Q2 2026, selling an estimated $9.65M and leaving 2,165,645 shares worth $81.7M. The position accounts for 0.13% of the portfolio, ranked #128.

Brown Advisory first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Brown Advisory held 2,165,645 shares of Andersen Group worth $81.7M as of Q2 2026.
  • Brown Advisory sold 273,683 Andersen Group shares in Q2 2026, an estimated $9.65M.
  • Andersen Group made up 0.13% of Brown Advisory's portfolio in Q2 2026, its #128 holding.
  • Brown Advisory first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.