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ENVESTNET ASSET MANAGEMENT INC

Position in OSG — Octave Specialty Group Inc

CIK 1407543 Berwyn, PA

Position in OSG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$151,282
-$27,384 QoQ
Shares Held
24,244
+112.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 147 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OSG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $76,334,691 across 10 Insurance - Specialty names. OSG ranks #10 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in OSG

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $151,282 24,244
2024-03-31 $178,666 11,431
2023-12-31 $306,478 18,597
2023-09-30 $224,279 18,597
2023-06-30 $328,872 23,095
2023-03-31 $44,564 289,563