Marshall Wace
ANDG

Marshall Wace’s Andersen Group ANDG Stock Holding History

Marshall Wace’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
Q1 		$373K Sell
13,722
-33,881
-71% -$791K ﹤0.01% 2582
2025
Q4 		$1.23M Buy
+47,603
New +$1.2M ﹤0.01% 1828

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return

Marshall Wace's ANDG Position: Q1 2026 in Review

Marshall Wace reduced its Andersen Group (ANDG) stake by 71% in Q1 2026, selling an estimated $791K and leaving 13,722 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Marshall Wace first reported a position in ANDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2025. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

  • Marshall Wace held 13,722 shares of Andersen Group worth $373K as of Q1 2026.
  • Marshall Wace sold 33,881 Andersen Group shares in Q1 2026, an estimated $791K.
  • Andersen Group made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2582 holding.
  • Marshall Wace first reported a position in Andersen Group in Q4 2025 and has held it in 2 quarters since.
  • Marshall Wace's Andersen Group position peaked at $1.23M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.