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Octave Specialty Group Inc

OSG
Exchange
NYSE
Industry
Surety Insurance
SEC CIK
0000874501

No open-market purchases or sales by Octave Specialty Group Inc insiders were filed in the last 90 days; 147 institutions reported holding it in 13F filings for Q2 2026, worth $187.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Octave Specialty Group Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
140
No complete 13F data for Q4 2020
Shares held
36.5M
No complete 13F data for Q4 2020
Total value
$611.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting OSG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 140 institutions
Q1 2021: 140 institutionsQ2 2021: 126 institutionsQ3 2021: 133 institutionsQ4 2021: 135 institutionsQ1 2022: 150 institutionsQ2 2022: 141 institutionsQ3 2022: 154 institutionsQ4 2022: 167 institutionsQ1 2023: 160 institutionsQ2 2023: 160 institutionsQ3 2023: 167 institutionsQ4 2023: 174 institutionsQ1 2024: 172 institutionsQ2 2024: 182 institutionsQ3 2024: 180 institutionsQ4 2024: 181 institutionsQ1 2025: 176 institutionsQ2 2025: 147 institutionsQ3 2025: 130 institutionsQ4 2025: 144 institutionsQ1 2026: 148 institutionsQ2 2026: 147 institutions
Value heldQ1 2021: $611.7M
Q1 2021: $611.7MQ2 2021: $565.0MQ3 2021: $516.2MQ4 2021: $598.9MQ1 2022: $392.1MQ2 2022: $386.6MQ3 2022: $400.7MQ4 2022: $600.4MQ1 2023: $596.2MQ2 2023: $529.6MQ3 2023: $438.7MQ4 2023: $628.4MQ1 2024: $591.5MQ2 2024: $495.9MQ3 2024: $449.6MQ4 2024: $522.4MQ1 2025: $327.5MQ2 2025: $262.5MQ3 2025: $303.6MQ4 2025: $270.0MQ1 2026: $151.4MQ2 2026: $187.6M
Institutions holding OSG and their total value by quarter
QuarterHoldersValue
Q2 2026147$187.6M
Q1 2026148$151.4M
Q4 2025144$270.0M
Q3 2025130$303.6M
Q2 2025147$262.5M
Q1 2025176$327.5M
Q4 2024181$522.4M
Q3 2024180$449.6M
Q2 2024182$495.9M
Q1 2024172$591.5M
Q4 2023174$628.4M
Q3 2023167$438.7M
Q2 2023160$529.6M
Q1 2023160$596.2M
Q4 2022167$600.4M
Q3 2022154$400.7M
Q2 2022141$386.6M
Q1 2022150$392.1M
Q4 2021135$598.9M
Q3 2021133$516.2M
Q2 2021126$565.0M
Q1 2021140$611.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Octave Specialty Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OSG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arizona State Retirement System13,335$223.0K0.00%––
HighTower Advisors, LLC13,280$222.0K0.00%––
Metropolitan Life Insurance Co12,477$208.9K0.00%––
MetLife Investment Management12,453$208.5K0.00%––
Gendell Jeffrey L11,967$200.0K0.02%––
Bank of Montreal11,387$197.0K0.00%––
Teachers Retirement System of the State of Kentucky10,700$179.0K0.00%––
regents capital Ltd10,300$172.0K0.17%––
Dynamic Technology Lab Private Ltd10,183$170.0K0.02%––
Chilton Capital Management LLC10,000$167.0K0.01%––
Pinz Capital Management, LP7,500$126.0K0.03%––
SG Americas Securities, LLC7,454$125.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)6,830$114.0K0.00%––
Mutual of America Capital Management LLC6,124$103.0K0.00%––
Nisa Investment Advisors, LLC4,950$83.0K0.00%––
Public Employees Retirement System of Ohio3,994$67.0K0.00%––
Ameritas Investment Partners, Inc.3,798$64.0K0.00%––
Tower Research Capital LLC (TRC)3,329$56.0K0.00%––
BDO Wealth Advisors, LLC2,661$45.0K0.01%––
Cutler Group LP2,609$43.0K0.00%––
Royal Bank of Canada1,914$32.0K0.00%––
Geneos Wealth Management Inc.1,429$24.0K0.00%––
Wealthcare Advisory Partners LLC1,200$20.0K0.00%––
Steward Partners Investment Advisory, LLC863$14.4K0.00%––
The PNC Financial Services Group, Inc.759$12.0K0.00%––
Captrust Financial Advisors687$12.0K0.00%––
Macquarie Group Ltd514$9.00K0.00%––
US Bancorp292$5.00K0.00%––
Signaturefd, LLC312$5.00K0.00%––
Advisor Group Holdings, Inc.316$5.00K0.00%––
Eaton Vance Management196$3.00K0.00%––
Versant Capital Management, Inc199$3.00K0.00%––
Meeder Asset Management Inc52$1.00K0.00%––
Lee Financial Co36$1.00K0.00%––
Mitsubishi UFJ Trust & Banking Corp45$1.00K0.00%––
TCI Wealth Advisors, Inc.58$1.00K0.00%––
Graves-Light Private Wealth Management, Inc.35$1.00K0.00%––
Lindbrook Capital, LLC47$1.00K0.00%––
Parallel Advisors, LLC16$00.00%––
International Assets Investment Management, LLC25$00.00%––