Position in ANDG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,744,784
+$4,880,440 QoQ
Shares Held
1,130,323
+13.3% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97.60599403887208.ToString("F0")%
Shared 2.394005961127925.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $85,183,719 across 6 Personal Services names. ANDG ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANDG |
Andersen Group Inc.
This page
|
1,130,323 | $30,744,784 | |
| 2 | SCI |
Service Corp International
|
275,007 | $22,690,824 | |
| 3 | ROL |
Rollins Inc
|
346,363 | $18,499,245 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
79,968 | $6,567,770 | |
| 5 | HRB |
H&R Block Inc
|
106,177 | $3,370,056 | |
| 6 | FTDR |
Frontdoor, Inc.
|
62,638 | $3,311,040 |
All Filings in ANDG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,744,784 | 1,130,323 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $25,864,344 | 997,468 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||