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OSAIC HOLDINGS, INC.

Position in OSG — Octave Specialty Group Inc

CIK 1677044 SCOTTSDALE, AZ

Position in OSG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$13,640
+$4,601 QoQ
Shares Held
2,186
+12.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 147 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OSG Over Time

Shares Held

Position Value (USD)

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $4,378,375 across 15 Insurance - Specialty names. OSG ranks #14 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in OSG

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,640 2,186
2026-03-31 $9,039 1,944
2025-12-31 $202 26
2025-09-30 $216 26
2025-03-31 $507 58
2024-09-30 $6,232 556
2024-06-30 $51 4
2024-03-31 $36,042 2,306
2023-12-31 $119,773 7,268
2023-09-30 $61,045 5,062
2023-03-31 $24,426 1,578
2022-12-31 $8,318 477
2022-09-30 $3,825 300
2022-06-30 $3,405 300
2022-03-31 $3,286 316
2021-12-31 $5,071 316
2021-09-30 $4,525 316
2021-06-30 $4,948 316
2021-03-31 $5,289 316
2020-12-31 $246 16
2020-09-30 $204 16
2020-06-30 $12,930 903
2020-03-31 $14,783 1,198