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The company

Octave Specialty Group, Inc.

OSG · NYSE

FinancialsInsuranceNot moving yet

OSG stood above a rising 150-day average in 5 of the last 52 weekly readings, and has been out of that trend for the last 44 weeks. It is 8.5% below that average now. Insurance: 48% of its 118 stocks in an uptrend (−13 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 44
Industry in uptrend
48% -13 in 4 wk
Insider buys, 12 months
$182K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
143 (+2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 5 of 52 weeks.

17 Apr – 16 Oct
28%46%63%Apr 26Jun 26Jul 26Sep 26Oct 26

Insurance: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$826KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months2
Sale orders, 12 months0
Buyers · sellers2 · 0
WhoDidSharesTraded
Claude LeblancChief Executive Officerbought12,000at $7.592 Jan 2026filed 5 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders143+2 on the quarter
New · exited38 · 36
Reported value$188.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20264,572,516$28.5M+654,718+16.7%
Western Standard LLCunchanged · filed 10 Aug 20262,247,591$14.0M00.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,972,619$12.3M+27,543+1.4%
Prescott Group Capital Management, L.L.C.added · filed 7 Aug 20261,647,793$10.3M+55,206+3.5%
THIRD AVENUE MANAGEMENT LLCadded · filed 12 Aug 20261,341,879$8.4M+6680.0%
Bain Capital Credit, LPunchanged · filed 14 Aug 20261,108,012$6.9M00.0%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,106,335$6.9M+83,897+8.2%
STATE STREET CORPreduced · filed 7 Aug 2026898,673$5.6M-42,731−4.5%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026716,947$4.5M-593,185−45.3%
JACOBS LEVY EQUITY MANAGEMENT, INCreduced · filed 14 Aug 2026649,530$4.1M-234,742−26.5%
31 Mar 2023 – 30 Jun 2026
121141160Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Claude LeBlanc Company insiderChief Executive Officer · last 3 Oct 202619 · 0
David Trick Company insiderExec VP, CFO & Treasurer · last 3 Oct 20264 · 1
R. Sharon Smith Company insiderExec VP & Group COO · last 3 Oct 20264 · 0
Ian David Haft Company insiderDirector · last 1 Oct 20260 · 0
Jeffrey Scott Stein Company insiderDirector · last 1 Oct 20265 · 0
Joan M. Lammtennant Company insiderDirector · last 1 Oct 20260 · 0
Kristi Ann Matus Company insiderDirector · last 1 Oct 20262 · 0
Lisa G. Iglesias Company insiderDirector · last 1 Oct 20262 · 0
Michael D. Price Company insiderDirector · last 1 Oct 20262 · 0
Cristina E. Ahn Company insiderChief Accounting Officer · last 23 Mar 20260 · 0
Lawrence F. Metz Company insider*See Remarks for full title · last 23 Mar 20260 · 0
Daniel McGinnis Company insiderSr. MD & COO · last 29 Sep 20250 · 0

Same industry

Government contracts

No federal award is tied to it.

From its SEC filings

Debt to equityFY 2025 · to 31 Dec 20250.16×
Share count trendFY 2025 · to 2 Mar 2026-0.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$70.1M

Analyst forecasts

No analyst forecasts yet.