IFP Advisors, Inc

Position in OSG — Octave Specialty Group Inc

CIK 1641866 TAMPA, FL

Position in OSG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$224

+$66 QoQ

Shares Held

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#141

of 147 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $4,400,669 across 16 Insurance - Specialty names. OSG ranks #15 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FNF	Fidelity National Financial, Inc.	83,520	$3,938,803
2	ACT	Enact Holdings, Inc.	3,958	$180,920
3	AXS	Axis Capital Holdings Ltd	655	$70,373
4	MTG	Mgic Investment Corp	2,128	$60,009
5	NMIH	NMI Holdings, Inc.	1,058	$43,473
6	ESNT	Essent Group Ltd.	513	$32,975
7	RDN	Radian Group Inc	672	$25,314
8	FAF	First American Financial Corp	305	$20,919

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224	36	+5.9%	Shares	Sole	2026-07-20
2026-03-31	$158	34	+9.7%	Shares	Sole	2026-04-13
2025-12-31	$241	31	+106.7%	Shares	Sole	2026-02-06
2025-09-30	$125	15	—	Shares	Sole	2026-02-06
2025-06-30	$1,320	0	—	Shares	Sole	2025-07-24
2025-03-31	$105	0	—	Shares	Sole	2025-05-05
2024-12-31	$152	0	-100.0%	Shares	Sole	2025-02-04
2023-09-30	$229	19	0.0%	Shares	Sole	2023-10-12
2023-06-30	$270	19	0.0%	Shares	Sole	2023-08-04
2023-03-31	$294	19	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1	19	-86.5%	Shares	Sole	2023-02-07
2021-06-30	$2,208	141	—	Shares	Sole	2021-07-13
2021-03-31	$0	0	—	Shares	Sole	2021-04-30
2020-12-31	$0	0	—	Shares	Sole	2021-01-25
2020-09-30	$0	0	—	Shares	Sole	2020-10-29
2020-06-30	$0	0	—	Shares	Sole	2020-08-05
2020-03-31	$0	0	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.