Octave Specialty Group, Inc. (OSG) Institutional Ownership & Insider Trading

148 institutions reported holding Octave Specialty Group, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 1 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

OSGOctave Specialty Group, Inc.Follow OSG — free

Insurance - Specialty · Financials

—

Price chart with a free account

Market cap: 214.0M
P/E TTM: —
Dividend yield: —
52-week: —
Next earnings: 9 Nov, in 16 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

148 institutions held 66.7% of the shares. Across filers that reported both quarters, shares held changed -6.6%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	148	30	-6.6%	50	33	39	28
Mar 26	148	33	-7.1%	31	32	52	31
Dec 25	144	35	-4.9%	24	28	60	12
Sep 25	123	36	+1.1%	37	17	43	33
Jun 25	146	37	-1.0%	46	29	47	54
Mar 25	174	37	-8.4%	53	30	57	35
Dec 24	179	41	+2.4%	64	19	51	20
Sep 24	179	40	+2.9%	62	24	48	27

Octave Specialty Group, Inc. — questions

Who owns Octave Specialty Group, Inc. stock?: 148 institutions reported Octave Specialty Group, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (10.2%), Western Standard LLC (5.0%), VANGUARD CAPITAL MANAGEMENT LLC (4.4%).
Are Octave Specialty Group, Inc. insiders buying or selling?: 1 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Octave Specialty Group, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.