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Octave Specialty Group Ownership | Who Owns Octave Specialty Group?

OverviewForecastRevenueFinancialsChartTranscripts

Octave Specialty Group Ownership Summary

Octave Specialty Group is owned by 0.06% institutional investors, 10.09% insiders, and 89.85% retail investors. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 3.08% of its assets in Octave Specialty Group shares.

OSG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOctave Specialty Group0.06%10.09%89.85%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustrySpecialty Insurance Stocks71.04%13.98%14.98%

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241-99.24%44,609-99.90%-0.00%1-98.72%--100.00%
Jun 30, 202413112.93%45,095,86016.60%622.17%7847.17%39-25.00%
Mar 31, 20241162.65%38,675,8200.72%532.25%53-20.90%5285.71%
Dec 31, 202311314.14%38,400,071-0.96%481.99%6734.00%28-12.50%
Sep 30, 202399-38,770,436-4.45%491.99%50-27.54%3228.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Morn Total Stk Mkt Idx Investor1.38M3.08%-
Vanguard Total Stock Mkt Idx Inv1.38M3.08%-
Third Avenue Small Cap Value Composite1.34M2.97%558.21K
Third Avenue Small Cap Value Instl1.34M2.97%558.21K
iShares Russell 2000 ETF1.06M2.36%-18.91K
Vanguard Institutional Extnd Mkt Idx Tr541.55K1.20%44.64K
Fidelity Small Cap Index393.71K0.87%12.98K
iShares Russell 2000 Value ETF365.77K0.81%-
CREF Total Global Stock Account R3284.92K0.63%-
Zacks Small Cap Equity Strategy275.94K0.61%275.94K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 02, 2026LeBlanc Claude Chief Executive OfficerBuy$91.08K
Nov 12, 2025Smith R Sharon Exec VP & Group COOBuy$205.00
Oct 01, 2025LeBlanc Claude Chief Executive OfficerBuy$213.50K
Aug 11, 2025LeBlanc Claude Chief Executive OfficerBuy$175.75K
May 14, 2025Stein Jeffrey Scott-Buy$32.40K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q11-
2025 Q42-
2025 Q31-
2025 Q25-

OSG Ownership FAQ

Who Owns Octave Specialty Group?

Octave Specialty Group shareholders are primarily institutional investors at 0.06%, followed by 10.09% insiders and 89.85% retail investors. The average institutional ownership in Octave Specialty Group's industry, Specialty Insurance Stocks, is 71.04%, which Octave Specialty Group falls below.

Does Blackrock own Octave Specialty Group?

BlackRock is not among the top 10 institutional shareholders of Octave Specialty Group.

Who is the top mutual fund holder of Octave Specialty Group shares?

Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund holder of Octave Specialty Group shares, with 3.08% of its total shares outstanding invested in 1.38M Octave Specialty Group shares.

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