Skip to main content

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.

Q2 2026 vs. Q1 2026

How the institutions holding Octave Specialty Group Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of OSG: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1482147+1
Shares32.5M328.6K30.1M−2.14M (−6.7%)
Value$151.4M$1.53M$187.6M+$37.7M (+25.1%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Octave Specialty Group Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to OSG in Q2 2026
InstitutionSharesValue% of portfolio
Zacks Investment Management590,370$3.68M0.03%
AYAL Capital Advisors Ltd280,000$1.75M0.89%
Gsa Capital Partners LLP143,566$896.0K0.06%
Diametric Capital, LP118,364$738.6K0.08%
Clifford Capital Partners LLC107,676$671.9K0.09%
Man Group plc66,579$415.5K0.00%
FJ Capital Management LLC57,937$361.5K0.05%
Mariner, LLC30,584$190.8K0.00%
Cerity Partners LLC26,828$167.4K0.00%
Envestnet Asset Management Inc24,244$151.3K0.00%
Impact Capital Partners LLC19,516$121.8K0.03%
Inscription Capital, LLC19,037$118.8K0.01%
Wealth Enhancement Advisory Services, LLC14,061$84.6K0.00%
Atria Investments LLC12,473$77.8K0.00%
CI Private Wealth, LLC12,270$76.6K0.00%
Ieq Capital, LLC12,203$76.1K0.00%
McGlone Suttner Wealth Management, Inc.10,911$68.1K0.01%
Mirabella Financial Services LLP10,069$62.8K0.01%
Gaddis Premier Wealth Advisors LLC10,000$62.4K0.04%
Chicago Partners Investment Group LLC10,395$57.6K0.00%
Versant Capital Management, Inc8,360$52.2K0.00%
Cullen/Frost Bankers, Inc.7,140$44.6K0.00%
First Horizon Corp4,776$29.8K0.00%
Persistent Asset Partners Ltd4,036$25.2K0.01%
SRS Capital Advisors, Inc.3,259$20.3K0.00%
Continuum Advisory, LLC556$3.47K0.00%
Zions Bancorporation, National Association451$2.81K0.00%
Quarry LP123$7680.00%
Steward Partners Investment Advisory, LLC116$7240.00%
True Wealth Design, LLC108$6740.00%
UMA Financial Services, Inc.86$5370.00%
Bogart Wealth, LLC77$4800.00%
SJS Investment Consulting Inc.19$1190.00%
JPL Wealth Management, LLC9$570.00%
Fortitude Family Office, LLC8$500.00%
Allied Private Wealth LLC8$480.00%

Sold out (35)

Institutions that held Octave Specialty Group Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (2)

Institutions that held Octave Specialty Group Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OSG in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Skopos Labs, Inc.325,351$1.51M
CWM, LLC3,200$14.9K