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Livermore
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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, Q2 2026

Institutional positions in Octave Specialty Group Inc as of Jun 30, 2026. 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
147
+1 vs. Q1 2026
Shares held
30.1M
−2.14M (−6.7%) vs. Q1 2026
Total value
$187.6M
+$37.7M (+25.1%) vs. Q1 2026
New holders
36
51 more added
Sold out
35
40 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 147 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 heldQ2 2026: $187.6M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Octave Specialty Group Inc; share changes are against Q1 2026.

Institutions holding OSG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Franklin Resources Inc10,628$66.3K0.00%00.0%Unchanged
New York State Common Retirement Fund10,073$62.9K0.00%00.0%Unchanged
Mirabella Financial Services LLP10,069$62.8K0.01%+10,069New
Gaddis Premier Wealth Advisors LLC10,000$62.4K0.04%+10,000New
Chicago Partners Investment Group LLC10,395$57.6K0.00%+10,395New
Versant Capital Management, Inc8,360$52.2K0.00%+8,360New
FMR LLC8,156$50.9K0.00%+7,162+720.5%Added
Cullen/Frost Bankers, Inc.7,140$44.6K0.00%+7,140New
First Horizon Corp4,776$29.8K0.00%+4,776New
Persistent Asset Partners Ltd4,036$25.2K0.01%+4,036New
Legal & General Group Plc3,839$24.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,648$22.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.3,259$20.3K0.00%+3,259New
Tower Research Capital LLC (TRC)2,650$16.5K0.00%−1,499−36.1%Reduced
Advisor Group Holdings, Inc.2,186$13.6K0.00%+242+12.4%Added
Royal Bank of Canada1,911$12.0K0.00%+1,894+11,141.2%Added
The PNC Financial Services Group, Inc.1,438$8.97K0.00%+1,086+308.5%Added
Allworth Financial LP1,019$6.36K0.00%+985+2,897.1%Added
Nisa Investment Advisors, LLC970$6.05K0.00%00.0%Unchanged
Sterling Capital Management LLC834$5.20K0.00%−457−35.4%Reduced
Harbor Capital Advisors, Inc.751$5.00K0.00%−468−38.4%Reduced
Farther Finance Advisors, LLC752$4.69K0.00%−3,100−80.5%Reduced
Continuum Advisory, LLC556$3.47K0.00%+556New
California State Teachers Retirement System546$3.41K0.00%−1,687−75.5%Reduced
Wiser Advisor Group LLC500$3.12K0.00%00.0%Unchanged
Zions Bancorporation, National Association451$2.81K0.00%+451New
EverSource Wealth Advisors, LLC360$2.25K0.00%+123+51.9%Added
Capital Analysts, LLC325$2.00K0.00%00.0%Unchanged
Essential Partners LLC263$1.64K0.00%+153+139.1%Added
Fifth Third Bancorp243$1.52K0.00%+204+523.1%Added
Optiver Holding B.V.196$1.22K0.00%−136−41.0%Reduced
DiNuzzo Private Wealth, Inc.177$1.10K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.150$9360.00%+139+1,263.6%Added
Rothschild Investment LLC124$7740.00%+92+287.5%Added
Quarry LP123$7680.00%+123New
Steward Partners Investment Advisory, LLC116$7240.00%+116New
True Wealth Design, LLC108$6740.00%+108New
Advisors Asset Management, Inc.98$6120.00%00.0%Unchanged
UMA Financial Services, Inc.86$5370.00%+86New
Bogart Wealth, LLC77$4800.00%+77New
IFP Advisors, Inc36$2250.00%+2+5.9%Added
Basecamp Wealth Advisors LLC32$2000.00%−50−61.0%Reduced
SJS Investment Consulting Inc.19$1190.00%+19New
SBI Securities Co., Ltd.10$620.00%00.0%Unchanged
JPL Wealth Management, LLC9$570.00%+9New
Fortitude Family Office, LLC8$500.00%+8New
Allied Private Wealth LLC8$480.00%+8New
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−139,168−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−113,656−100.0%Sold out
Cruiser Capital Advisors, LLC0$00.00%−108,798−100.0%Sold out
Squarepoint Ops LLC0$00.00%−76,907−100.0%Sold out
Walleye Capital LLC0$00.00%−67,134−100.0%Sold out
HRT Financial LP0$00.00%−50,974−100.0%Sold out
Acadian Asset Management LLC0$00.00%−42,930−100.0%Sold out
Quantbot Technologies LP0$00.00%−38,708−100.0%Sold out
Commonwealth Financial Services, LLC0$00.00%−29,008−100.0%Sold out
CIBC Asset Management Inc0$00.00%−23,893−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−23,440−100.0%Sold out
Park Capital Management, LLC0$00.00%−21,262−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−18,197−100.0%Sold out
Quotient Wealth Partners, LLC0$00.00%−16,896−100.0%Sold out
Anchyra Partners LLC0$00.00%−16,328−100.0%Sold out
Centiva Capital, LP0$00.00%−16,085−100.0%Sold out
Able Wealth Management LLC0$00.00%−15,246−100.0%Sold out
Daymark Wealth Partners, LLC0$00.00%−14,596−100.0%Sold out
Verition Fund Management LLC0$00.00%−13,500−100.0%Sold out
Aire Advisors, LLC0$00.00%−13,446−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−13,053−100.0%Sold out
Symmetry Partners, LLC0$00.00%−11,007−100.0%Sold out
IMC-Chicago, LLC0$00.00%−10,897−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−10,405−100.0%Sold out
Simplex Trading, LLC0$00.00%−9,458−100.0%Sold out
Parallel Advisors, LLC0$00.00%−6,473−100.0%Sold out
Federated Hermes, Inc.0$00.00%−4,420−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,572−100.0%Sold out
MAI Capital Management0$00.00%−1,064−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−293−100.0%Sold out
Bare Financial Services, Inc0$00.00%−87−100.0%Sold out
GAMMA Investing LLC0$00.00%−72−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−25−100.0%Sold out
Root Financial Partners, LLC0$00.00%−22−100.0%Sold out
Advisory Services Network, LLC0$00.00%−20−100.0%Sold out
Skopos Labs, Inc.––––Not filed
CWM, LLC––––Not filed