OCTAVE SPECIALTY GROUP INC

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

OSG (OCTAVE SPECIALTY GROUP INC) is held by 81 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($28.5M), VANGUARD CAPITAL MANAGEMENT LLC ($12.3M), GEODE CAPITAL MANAGEMENT, LLC ($6.9M). Net institutional sentiment: Mixed.

81

Holders

(5 Elite)

$118.4M

Total Value

57% (88)

Consensus

50 buying - 38 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)55

Activist (13D/13G)34

Congressional (STOCK Act)62

Holder Quality

22

★★★★★

Elite

40

★★★★

Strong

30

★★★

Solid

68

★★

Below

89

★

Weak

Held by 81 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Jul 13, 2026 · Activists Jul 31, 2026 · Congress none

ActivistVAVanguard Capital Management5.0%Jul 31, 2026

InsiderTDTrick DavidExercise 13K shJul 9, 2026

InsiderTDTrick DavidTax 7K shJul 9, 2026

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Top Holders

Top Holders (81)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	4.6M(+16.7%)	$28.5M	0.0%	-60.09%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	2M(+1.4%)	$12.3M	0.0%	-17.99%	28
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.1M(+8.2%)	$6.9M	0.0%	-71.00%	30
STATE STREET CORP	Decreased	898,673(-4.5%)	$5.6M	0.0%	-71.20%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	716,947(-45.3%)	$4.5M	0.0%	-68.26%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	649,530(-26.6%)	$4.1M	0.0%	-25.78%	0
MWMARSHALL WACE, LLP	Decreased	601,796(-43.5%)	$3.8M	0.0%	-40.05%	0
ZACKS INVESTMENT MANAGEMENT	New	590,370	$3.7M	0.0%	-26.28%	37
MORGAN STANLEY	Increased	569,563(+142.1%)	$3.6M	0.0%	-35.70%	43
GOLDMAN SACHS GROUP INC	Increased	560,756(+61.9%)	$3.5M	0.0%	-49.05%	38
Nuveen, LLC	Decreased	428,165(-46.5%)	$2.7M	0.0%	-48.79%	0
CITADEL ADVISORS LLC	Decreased	422,777(-2.1%)	$2.6M	0.0%	-42.23%	0
CACaption Management, LLC	Decreased	419,136(-34.8%)	$2.6M	0.0%	-53.84%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	392,350(+32.6%)	$2.4M	0.0%	-20.10%	33
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	377,869(+27.9%)	$2.4M	0.0%	-66.25%	33
NORTHERN TRUST CORP	Increased	352,680(+9.4%)	$2.2M	0.0%	-71.80%	28
Connor, Clark & Lunn Investment Management Ltd.	Increased	302,913(+109.9%)	$1.9M	0.0%	-30.35%	42
VFVANGUARD FIDUCIARY TRUST CO	Increased	295,841(+7.8%)	$1.8M	0.0%	-18.53%	28
JANE STREET GROUP, LLC	Decreased	278,731(-63.5%)	$1.7M	0.0%	-49.44%	0
RAYMOND JAMES FINANCIAL INC	Increased	239,680(+834.2%)	$1.5M	0.0%	-25.46%	41

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OSGOCTAVE SPECIALTY GROUP INC

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer