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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 2022

Institutional positions in Octave Specialty Group Inc as of Mar 31, 2022. 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
150
+15 vs. Q4 2021
Shares held
37.8M
+436.0K (+1.2%) vs. Q4 2021
Total value
$392.1M
−$206.7M (−34.5%) vs. Q4 2021
New holders
29
56 more added
Sold out
14
47 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

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 2022: 150 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 2022: $392.1M
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 2022

Shares, value and share of portfolio for each institution holding Octave Specialty Group Inc; share changes are against Q4 2021.

Institutions holding OSG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Louisiana State Employees Retirement System22,500$190.0K0.00%+100+0.4%Added
BNP Paribas Arbitrage, SA17,718$184.3K0.00%−15,928−47.3%Reduced
Oregon Public Employees Retirement Fund17,582$183.0K0.00%−400−2.2%Reduced
State of Tennessee, Treasury Department17,407$181.0K0.00%+2,638+17.9%Added
Blueshift Asset Management, LLC16,024$167.0K0.02%+16,024New
Gsa Capital Partners LLP14,524$151.0K0.02%−18,597−56.1%Reduced
New York State Teachers Retirement System14,430$150.0K0.00%00.0%Unchanged
Hightower 6M Holding, LLC14,182$147.0K0.01%+14,182New
SG Americas Securities, LLC13,855$144.0K0.00%+13,855New
Cornerstone Investment Partners, LLC12,485$130.0K0.01%00.0%Unchanged
Arizona State Retirement System12,517$130.0K0.00%+78+0.6%Added
Man Group plc12,500$130.0K0.00%+12,500New
Everence Capital Management Inc10,910$113.0K0.01%+10,910New
Wolverine Trading, LLC11,692$112.0K0.00%+11,692New
Teachers Retirement System of the State of Kentucky10,700$111.0K0.00%00.0%Unchanged
ProShare Advisors LLC10,144$105.0K0.00%−1,248−11.0%Reduced
Long Focus Capital Management, LLC10,000$104.0K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)6,830$71.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC6,672$69.0K0.00%+346+5.5%Added
Simplex Trading, LLC6,485$67.0K0.00%−96,369−93.7%Reduced
Public Employees Retirement System of Ohio5,592$58.0K0.00%+59+1.1%Added
Ameritas Investment Partners, Inc.3,798$39.0K0.00%00.0%Unchanged
Royal Bank of Canada3,425$36.0K0.00%−3,400−49.8%Reduced
Cutler Group LP3,000$31.0K0.00%−29,400−90.7%Reduced
Metropolitan Life Insurance Co2,874$29.9K0.00%−8,835−75.5%Reduced
Point72 Hong Kong Ltd2,484$26.0K0.00%+2,484New
Captrust Financial Advisors1,844$19.0K0.00%+1,536+498.7%Added
Nisa Investment Advisors, LLC1,700$18.0K0.00%+1,700New
Aquatic Capital Management LLC1,400$15.0K0.02%−800−36.4%Reduced
Alpha Paradigm Partners, LLC1,458$15.0K0.01%+1,458New
Covestor Ltd1,400$15.0K0.01%+1,400New
Geneos Wealth Management Inc.1,429$14.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)480$5.00K0.00%−15,594−97.0%Reduced
The PNC Financial Services Group, Inc.494$5.00K0.00%−149−23.2%Reduced
Macquarie Group Ltd514$5.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC377$4.00K0.00%−500−57.0%Reduced
Money Concepts Capital Corp378$4.00K0.00%+378New
Advisor Group Holdings, Inc.316$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC325$3.00K0.00%+325New
Quadrant Capital Group LLC69$1.00K0.00%−32−31.7%Reduced
US Bancorp73$1.00K0.00%+35+92.1%Added
Lindbrook Capital, LLC64$1.00K0.00%+17+36.2%Added
Dixon Hughes Goodman Wealth Advisors LLC88$1.00K0.00%+88New
Signaturefd, LLC30$00.00%−282−90.4%Reduced
Versant Capital Management, Inc39$00.00%−116−74.8%Reduced
Lee Financial Co36$00.00%00.0%Unchanged
Parallel Advisors, LLC16$00.00%−18−52.9%Reduced
Graves-Light Private Wealth Management, Inc.35$00.00%00.0%Unchanged
Meeder Asset Management Inc20$00.00%+20New
Toronto Dominion Bank5$00.00%+5New
Davidson Kempner Capital Management LP0$00.00%−984,385−100.0%Sold out
Arctis Global LLC0$00.00%−412,880−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−368,689−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−53,392−100.0%Sold out
Squarepoint Ops LLC0$00.00%−43,686−100.0%Sold out
Walleye Trading LLC0$00.00%−41,410−100.0%Sold out
Nomura Holdings Inc0$00.00%−39,603−100.0%Sold out
Corton Capital Inc.0$00.00%−37,561−100.0%Sold out
Renaissance Technologies LLC0$00.00%−24,400−100.0%Sold out
Delphia (USA) Inc.0$00.00%−14,575−100.0%Sold out
Alpine Global Management, LLC0$00.00%−12,916−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−10,458−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−2,708−100.0%Sold out
Eaton Vance Management0$00.00%−869−100.0%Sold out