Octave Specialty Group, Inc.
Ownership
Ownership Structure
Who owns Octave Specialty Group, Inc. (OSG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 94.2% of the shares are freely tradable; institutional investors hold 74.6%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 10.15 | 4,572,516 | +16.7 | 06/30/2026 |
| Western Standard LLC | 4.99 | 2,247,591 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.38 | 1,972,619 | +1.4 | 06/30/2026 |
| Prescott Group Capital Management LLC | 3.66 | 1,647,793 | +3.5 | 06/30/2026 |
| Third Avenue Management LLC | 2.98 | 1,341,879 | +0.0 | 06/30/2026 |
| Bain Capital Credit | 2.46 | 1,108,012 | +0.0 | 06/30/2026 |
| Geode Capital Management, LLC | 2.46 | 1,106,335 | +8.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.07 | 1,384,276 | +0.0 | 09/30/2026 |
| Third Avenue Small Cap Value Instl | 2.97 | 1,338,765 | +0.0 | 06/30/2026 |
| iShares Russell 2000 ETF | 2.42 | 1,092,429 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| LeBlanc Claude | Chief Executive Officer | 1,072,032 | 5,360,160 $ | Oct 3, 2026 | direct |
| Trick David | Exec VP, CFO & Treasurer | 267,096 | 1,335,480 $ | Oct 3, 2026 | direct |
| Smith R Sharon | Exec VP & Group COO | 156,326 | 781,630 $ | Oct 3, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 3, 2026 | LeBlanc Claude | Chief Executive Officer | Other | 11,638 | 4.60 | 53,535 |
| Oct 3, 2026 | LeBlanc Claude | Chief Executive Officer | Other | 11,628 | – | – |
| Oct 3, 2026 | LeBlanc Claude | Chief Executive Officer | Other | 8,421 | 4.60 | 38,737 |
| Oct 3, 2026 | LeBlanc Claude | Chief Executive Officer | Other | 15,229 | – | – |
| Oct 3, 2026 | Smith R Sharon | Exec VP & Group COO | Other | 2,539 | 4.60 | 11,679 |
| Oct 3, 2026 | Smith R Sharon | Exec VP & Group COO | Other | 2,539 | – | – |
| Oct 3, 2026 | Trick David | Exec VP, CFO & Treasurer | Other | 3,047 | 4.60 | 14,016 |
| Oct 3, 2026 | Trick David | Exec VP, CFO & Treasurer | Other | 3,047 | – | – |
| Jul 9, 2026 | LeBlanc Claude | Chief Executive Officer | Other | 21,777 | 6.08 | 132,404 |
| Jul 9, 2026 | LeBlanc Claude | Chief Executive Officer | Other | 39,380 | – | – |
| Jul 9, 2026 | Smith R Sharon | Exec VP & Group COO | Other | 4,635 | 6.08 | 28,181 |
| Jul 9, 2026 | Smith R Sharon | Exec VP & Group COO | Other | 11,779 | – | – |
| Jul 9, 2026 | Trick David | Exec VP, CFO & Treasurer | Other | 6,741 | 6.08 | 40,985 |
| Jul 9, 2026 | Trick David | Exec VP, CFO & Treasurer | Other | 13,206 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.