OSG

Octave Specialty Group Inc$6.10 4.99%
FinancialsUSCUSIP 023139884· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
120
+4 QoQ
13F Value (tracked)
$105.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)25 adding · 16 trimming
Insider net (180d)$0

Price & smart-money activity

$6.10 4.99%5Y -56.9%
$2.85$6.95$11.04$15.13$19.2320212022202320242025202616116321514132316919189132119583420623273202272816432830623293724352830312731353128342735303623
Hover for who · click for detailEnd-of-day closing prices52w $3.94 – $10.08
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Ask your agent what changed in OSG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OSG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OSG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

120 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$18.2M
3.9M
−13%
Reduced · −571K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$9.0M
1.9M
New
+1.9M sh
Q1 2026
3GENDELL JEFFREY L
$6.6M
1.4M
−9.9%
Reduced · −156K sh
Q1 2026
4DIMENSIONAL FUND ADVISORS LP
$6.1M
1.3M
−22%
Reduced · −375K sh
Q1 2026
5MARSHALL WACE, LLP
$5.0M
1.1M
+42%
Added · +317K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$4.8M
1.0M
−0.2%
Reduced · −2K sh
Q1 2026
7STATE STREET CORP
$4.4M
941K
−0.2%
Reduced · −2K sh
Q1 2026
8JACOBS LEVY EQUITY MANAGEMENT, INC
$4.1M
884K
+273%
Added · +647K sh
Q1 2026
9Nuveen, LLC
$3.7M
800K
−1.2%
Reduced · −10K sh
Q1 2026
10JANE STREET GROUP, LLC
$3.6M
764K
−50%
Reduced · −756K sh
Q1 2026
11Caption Management, LLC
$3.0M
643K
−40%
Reduced · −428K sh
Q1 2026
12Bracebridge Capital, LLC
Withheld
579K
Held
Q1 2026
13RIHO Partners, LLC
$2.5M
547K
New
+547K sh
Q1 2026
14CITADEL ADVISORS LLC
$2.0M
432K
+50%
Added · +145K sh
Q1 2026
15SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.8M
390K
−26%
Reduced · −136K sh
Q1 2026
16GOLDMAN SACHS GROUP INC
$1.6M
346K
−56%
Reduced · −434K sh
Q1 2026
17Brooklyn Investment Group
$1.5M
325K
New
+325K sh
Q1 2026
18NORTHERN TRUST CORP
$1.5M
322K
−0.2%
Reduced · −798 sh
Q1 2026
19VANGUARD PORTFOLIO MANAGEMENT LLC
$1.4M
296K
New
+296K sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$1.4M
295K
−18%
Reduced · −66K sh
Q1 2026
21VANGUARD FIDUCIARY TRUST CO
$1.3M
275K
New
+275K sh
Q1 2026
22JPMORGAN CHASE & CO
$1.2M
268K
+76%
Added · +116K sh
Q1 2026
23UBS Group AG
$1.2M
264K
+72%
Added · +110K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$1.2M
256K
−23%
Reduced · −75K sh
Q1 2026
25MORGAN STANLEY
$1.1M
235K
−75%
Reduced · −703K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
9
funds
Added
16
funds
Reduced
16
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jul 9, 2026Trick DavidExec VP, CFO & TreasurerOption exercise (M)13K$0
Jul 9, 2026Trick DavidExec VP, CFO & TreasurerTax withholding (F)7K$41K
Jul 9, 2026Trick DavidExec VP, CFO & TreasurerOption exercise (M)13K
Jul 9, 2026Smith R SharonExec VP & Group COOOption exercise (M)12K$0
Jul 9, 2026Smith R SharonExec VP & Group COOTax withholding (F)5K$28K
Jul 9, 2026Smith R SharonExec VP & Group COOOption exercise (M)12K
Jul 9, 2026LeBlanc ClaudeChief Executive Officer, DirectorOption exercise (M)39K$0
Jul 9, 2026LeBlanc ClaudeChief Executive Officer, DirectorTax withholding (F)22K$132K
Jul 9, 2026LeBlanc ClaudeChief Executive Officer, DirectorOption exercise (M)39K
Jul 1, 2026Stein Jeffrey ScottDirectorGrant (A)7K$0
Jul 1, 2026PRICE MICHAEL DDirectorGrant (A)7K$0
Jul 1, 2026Matus Kristi AnnDirectorGrant (A)7K$0

Institutional ownership over time

117 funds-12 since Q3 2024
065129Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $104.8M · 1 values withheld

Funds that own OSG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT44 funds$14.7B
AMAZON.COM INCAMZN44 funds$12.4B
BROADCOM INCAVGO44 funds$8.4B
ELI LILLY & COLLY44 funds$4.0B
COSTCO WHOLESALE CORPCOST44 funds$2.9B
GENERAL MOTORS COGM44 funds$945.0M
APPLE INCAAPL43 funds$19.4B
META PLATFORMS INC-CLASS AMETA43 funds$7.6B
TESLA INCTSLA43 funds$5.3B
MICRON TECHNOLOGY INCMU43 funds$4.3B
MASTERCARD INC - AMA43 funds$2.7B
ADVANCED MICRO DEVICESAMD43 funds$2.6B

Ranked by how many of OSG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OSG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.