Octave Specialty Group, Inc.
Octave Specialty Group, Inc. (OSG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OSG · as of Sep 30, 2024
Ownership Breakdown
1
Institutional Holders
▼ 130 vs Q2
$285,498
Total Inst. Value
▼ $382.22M vs Q2
45.01M
Shares Outstanding
freeFloat 94.30%
44,609
13F Shares Held
▼ 45.05M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OSG largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ETHIC INC. surety insurance | 44.6K | 6.20% | 6.20% | $285.50M | Nov 13, 2024 | ▲ 24.6K |
WELLS FARGO & COMPANY/MN surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
VANGUARD GROUP INC surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
PRICE T ROWE ASSOCIATES INC /MD/ surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
ROTHSCHILD INVESTMENT LLC surety insurance | 0 | 0.00% | 0.00% | $0 | Oct 18, 2024 | EXIT |
STATE STREET CORP surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
NORTHERN TRUST CORP surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
BARCLAYS PLC surety insurance | 0 | 0.00% | 0.00% | $0 | Mar 31, 2026 | EXIT |
FMR LLC surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
BANK OF AMERICA CORP /DE/ surety insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
1
Increased
+24.6K shares0
New Positions
first time holders0
Decreased
−0 shares49
Sold Out
fully exitedNet shares change (top 50)
+24.6K
+24.6K / −0
Net new holders
-48
0 new / 49 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OSG insider trading · insider activity
Source: SEC Form 4
6
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Stein Jeffrey Scott director | Apr 1, 2026 | Award | 7,441 | — | — | 16.1K | Form 4 ↗ |
HAFT IAN DAVID director | Apr 1, 2026 | Award | 7,441 | — | — | 16.1K | Form 4 ↗ |
IGLESIAS LISA G director | Apr 1, 2026 | Award | 7,441 | — | — | 16.1K | Form 4 ↗ |
LAMMTENNANT JOAN M director | Apr 1, 2026 | Award | 7,441 | — | — | 16.1K | Form 4 ↗ |
Matus Kristi Ann director | Apr 1, 2026 | Award | 7,441 | — | — | 16.1K | Form 4 ↗ |
PRICE MICHAEL D director | Apr 1, 2026 | Award | 7,441 | — | — | 16.1K | Form 4 ↗ |
Ahn Cristina E. Chief Accounting Officer | Mar 23, 2026 | Award | 8,067 | — | — | 9.7K | Form 4 ↗ |
Ahn Cristina E. Chief Accounting Officer | Mar 10, 2026 | Tax Withhold | 203 | $4.90 | $994.7 | 632 | Form 4 ↗ |
LeBlanc Claude Chief Executive Officer | Mar 23, 2026 | Award | 99,375 | — | — | 520.2K | Form 4 ↗ |
Smith R Sharon Exec VP & Group COO | Mar 23, 2026 | Award | 24,375 | — | — | 120.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Octave Specialty Group, Inc. (OSG) is primarily owned by institutional investors, who hold approximately 0.1% of total shares outstanding. Company insiders own approximately 5.70%, while retail and public investors account for the remaining 94.20%.
The largest institutional shareholder of Octave Specialty Group, Inc. is ETHIC INC., holding approximately 44,609 shares — equal to 6.20% of outstanding shares — as of September 30, 2024.
A total of 1 institutional investors currently hold OSG stock, with a combined institutional value of approximately $285,498 as of the most recent 13F filing period.
Frequently asked questions
OSG ownershipOctave Specialty Group, Inc. (OSG) is primarily owned by institutional investors, who hold approximately 0.1% of shares. The largest shareholder is ETHIC INC. with a 6.20% stake. Company insiders hold 5.70%. Data sourced from SEC Form 13F as of September 30, 2024.