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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 Total Stock Mkt Idx Inv 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%
IndustrySpecialty Insurance Stocks58.36%9.20%32.44%

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 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 ETF948.17K2.11%8.74K
Vanguard Institutional Extnd Mkt Idx Tr498.68K1.11%-
Fidelity Small Cap Index376.65K0.84%-25.23K
iShares Russell 2000 Value ETF339.72K0.75%-
DFA US Small Cap Value I285.02K0.63%-
CREF Total Global Stock Account R3284.92K0.63%-391.43K
State St Russell Sm/Mid Cp® Indx SL Cl I268.75K0.60%-

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 58.36%, 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 Total Stock Mkt Idx Inv 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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