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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.

Q1 2026 vs. Q4 2025

How the institutions holding Octave Specialty Group Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of OSG: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1442148+6
Shares34.7M2.58M32.5M+418.0K (+1.3%)
Value$270.0M$20.1M$151.4M−$98.5M (−39.4%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Octave Specialty Group Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to OSG in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,945,076$9.04M0.00%
RIHO Partners, LLC546,569$2.54M1.60%
IPG Investment Advisors LLC325,616$1.51M0.26%
Skopos Labs, Inc.325,351$1.51M0.05%
Vanguard Portfolio Management LLC295,900$1.38M0.00%
Vanguard Fiduciary Trust Co274,562$1.28M0.00%
Tudor Investment Corp Et Al159,963$743.8K0.00%
Ameriprise Financial Inc115,045$535.0K0.00%
Empowered Funds, LLC114,004$530.1K0.00%
Squarepoint Ops LLC76,907$357.6K0.00%
Public Employees Retirement System of Ohio68,805$319.9K0.00%
GWN Securities Inc.36,404$169.3K0.03%
Lazard Asset Management LLC29,220$135.9K0.00%
Commonwealth Financial Services, LLC29,008$134.9K0.02%
Raymond James Financial Inc25,656$119.3K0.00%
Empirical Asset Management, LLC23,440$109.0K0.03%
State of Wisconsin Investment Board23,144$107.6K0.00%
Gator Capital Management, LLC21,435$99.7K0.02%
Park Capital Management, LLC21,262$98.9K0.10%
Vanguard Global Advisers, LLC18,651$86.7K0.00%
Quotient Wealth Partners, LLC16,896$78.6K0.00%
Anchyra Partners LLC16,328$75.9K0.02%
Centiva Capital, LP16,085$74.8K0.00%
Able Wealth Management LLC15,246$70.9K0.02%
Daymark Wealth Partners, LLC14,596$67.9K0.00%
Mercer Global Advisors Inc13,504$62.8K0.00%
Aire Advisors, LLC13,446$62.5K0.01%
Graham Capital Management, L.P.13,053$60.7K0.00%
Group One Trading, L.P.11,948$55.6K0.00%
Symmetry Partners, LLC11,007$51.2K0.00%
United Capital Financial Advisers, LLC10,405$48.4K0.00%
Bell Investment Advisors, Inc293$1.36K0.00%
Essential Partners LLC110$5120.00%
Bare Financial Services, Inc87$4050.00%
Basecamp Wealth Advisors LLC82$3810.00%
Fifth Third Bancorp39$1810.00%
Root Financial Partners, LLC22$1020.00%
Advisory Services Network, LLC20$930.00%
Transamerica Financial Advisors, Inc.11$510.00%

Sold out (33)

Institutions that held Octave Specialty Group Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (2)

Institutions that held Octave Specialty Group Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OSG in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc2,508,395$19.5M
Norges Bank75,000$583.5K