OCTAVE SPECIALTY GROUP INC

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OSG·023139884·US·equity·Financial Services - Insurance - Specialty-13D/G

OSG (OCTAVE SPECIALTY GROUP INC) is held by 82 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($18.2M), DIMENSIONAL FUND ADVISORS LP ($6.1M), MARSHALL WACE, LLP ($5M). Net institutional sentiment: Mixed.

82

Holders

Avg rating(5 Elite)

$80M

Total Value

36% (95)

Fund Consensus

31 buying - 55 selling

Smart Money Verdict

View all

46Weak MomentumConfirmed

Institutional (13F)44

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how OSG's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

27

★★★★

Strong

30

★★★

Solid

24

★★

Below

8

★

Weak

Held by 82 funds

5 elite

Who's Trading

ActivistJANE STREET GROUP, LLC1.7%May 11, 2026

ActivistWSWestern Standard LLC5.0%May 11, 2026

ActivistThe Vanguard Group0.0%Mar 27, 2026

ActivistGEG1 Execution Services, LLC2.2%Nov 13, 2025

ActivistBlackRock, Inc.7.6%Oct 17, 2025

ActivistDimensional Fund Advisors LP4.6%Oct 9, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (82)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	3.9M(-12.7%)	$18.2M	0.0%	-54.39%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	1.3M(-22.3%)	$6.1M	0.0%	-60.95%	0
MWMARSHALL WACE, LLP	Increased	1.1M(+42.3%)	$5M	0.0%	-26.24%	36
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1M(-0.2%)	$4.8M	0.0%	-63.26%	0
STATE STREET CORP	Decreased	941,404(-0.2%)	$4.4M	0.0%	-64.56%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Increased	884,272(+272.8%)	$4.1M	0.0%	-8.68%	43
Nuveen, LLC	Decreased	800,253(-1.2%)	$3.7M	0.0%	-36.99%	0
JANE STREET GROUP, LLC	Decreased	764,384(-49.7%)	$3.6M	0.0%	-37.79%	0
CACaption Management, LLC	Decreased	642,597(-40.0%)	$3M	0.0%	-43.20%	0
CITADEL ADVISORS LLC	Increased	431,809(+50.3%)	$2M	0.0%	-28.92%	36
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	390,193(-25.9%)	$1.8M	0.0%	-43.85%	0
GOLDMAN SACHS GROUP INC	Decreased	346,293(-55.6%)	$1.6M	0.0%	-47.37%	0
NORTHERN TRUST CORP	Decreased	322,348(-0.3%)	$1.5M	0.0%	-67.20%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	295,344(-18.3%)	$1.4M	0.0%	-63.94%	0
JPMORGAN CHASE & CO	Increased	268,434(+75.8%)	$1.2M	0.0%	-23.77%	38
UBS Group AG	Increased	264,280(+71.8%)	$1.2M	0.0%	-23.53%	38
BANK OF AMERICA CORP /DE/	Decreased	256,110(-22.6%)	$1.2M	0.0%	-45.27%	0
MORGAN STANLEY	Decreased	235,246(-74.9%)	$1.1M	0.0%	-33.04%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	227,726(+805.2%)	$1.1M	0.0%	-9.04%	41
Russell Investments Group, Ltd.	Decreased	181,271(-47.6%)	$842,911	0.0%	-27.93%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer