OSG at a glance
OCTAVE SPECIALTY GROUP INC (OSG, SEC CIK 874501) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), OCTAVE SPECIALTY GROUP INC (OSG) reported revenue of $143.4 million (up 55.8% from FY2024) and a net loss of $259.1 million. Diluted EPS was -$5.93.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding OCTAVE SPECIALTY GROUP INC (OSG) shares worth $75.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $143.4M
- +55.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $75.2M · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- MD&A excerpt contains no quarterly revenue, YoY comparison, or profitability percentages
Risk Factors
- No risk-factors section provided in the submitted excerpt
- Share-repurchase authorization: $50,000 through December 31, 2026
- Remaining repurchase capacity: $8,449 after $11,678 thousand repurchased in 2026
- Employee tax-withholding share purchases: 2,350 shares at $4.38 average price in second quarter 2026
AI summary of the OSG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended June 30, 2026
- Press release issued August 6, 2026 and filed as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $83.0M, up 51%, led by Insurance Distribution revenue growth of 77% and organic growth of 44%
- Adjusted EBITDA to shareholders improved to $3.7M from $(4.6)M, but GAAP shareholder loss remained $(14.4)M
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held May 28, 2026, with 81% representation from 36,679,356 shares
- All seven director nominees elected for terms expiring at the 2027 annual meeting
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results released for quarter ended March 31, 2026
- Exhibit 99.1 contains the detailed financial results and management commentary
AI summaries of OSG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OSG
Don't miss the next OSG filing
- Alerts as it files. A push when OSG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OSG, by share count.
- Ask anything. An AI agent that reads every OSG filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Smith R Sharon | F | Oct 3, 2026 | 2,539 | $4.60 |
| LeBlanc Claude | M | Oct 3, 2026 | 11,628 | - |
| LeBlanc Claude | M | Oct 3, 2026 | 232,816 | - |
| Smith R Sharon | M | Oct 3, 2026 | 2,539 | - |
| LeBlanc Claude | M | Oct 3, 2026 | 15,229 | - |
| LeBlanc Claude | F | Oct 3, 2026 | 8,421 | $4.60 |
| LeBlanc Claude | F | Oct 3, 2026 | 11,638 | $4.60 |
| LeBlanc Claude | M | Oct 3, 2026 | 15,229 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $51.3M | $92.0M | $143.4M | |
| Net Income | $5.0M | -$556.1M | -$259.1M | |
| Net Margin | 9.7% | -604.3% | -180.7% | |
| Balance Sheet | ||||
| Total Assets | $8.4B | $8.1B | $2.2B | |
| Equity | $1.4B | $856.9M | $715.8M | |
| ROE | 0.4% | -64.9% | -36.2% | |
| Per Share | ||||
| EPS | $0.18 | $-10.71 | $-5.93 | |
| Cash Flow | ||||
| Operating CF | $36.9M | $762K | -$52.3M | |
Source: XBRL data in OCTAVE SPECIALTY GROUP INC (OSG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OSG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $75.2M |
| Q1 2026 | 27 | $52.9M |
| Q4 2025 | 24 | $115.6M |
| Q3 2025 | 24 | $135.8M |
| Q2 2025 | 26 | $124.1M |
| Q1 2025 | 21 | $115.7M |
| Q4 2024 | 21 | $161.9M |
| Q3 2024 | 19 | $98.9M |
- BlackRock+654.7K (+17%)
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- Raymond James Financial+214.0K (+834%)
- AQR Capital Management+180.1K (+361%)
- Dimensional Fund Advisors−593.2K (-45%)
- JPMorgan Chase & Co−249.8K (-93%)
- Bank of America Corp−124.8K (-49%)
- Millennium Management−115.5K (-85%)
- Renaissance Technologies LLC−110.5K (-49%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 189 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OSG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Apr 7, 2026 | - | Analysis | - |
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OSG SEC filings: frequently asked questions
Which institutions hold OSG stock?
As of June 30, 2026, the largest OCTAVE SPECIALTY GROUP INC (OSG) holders among the 13F filers tracked by SignalX were BlackRock ($28.5 million), Vanguard Capital Management LLC ($12.3 million), State Street Corp ($5.6 million), Dimensional Fund Advisors ($4.5 million), Morgan Stanley ($3.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OSG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), OCTAVE SPECIALTY GROUP INC (OSG) reported revenue of $143.4 million (up 55.8% from FY2024) and a net loss of $259.1 million. Diluted EPS was -$5.93. The figures come from the XBRL data in the 10-K.
What did OSG report in its latest 8-K?
OCTAVE SPECIALTY GROUP INC (OSG) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results covered quarter ended June 30, 2026.
What are the latest OSG SEC filings?
OCTAVE SPECIALTY GROUP INC (OSG) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 6, 2026.
What is OSG's SEC CIK number?
OCTAVE SPECIALTY GROUP INC (OSG)'s SEC Central Index Key (CIK) is 874501. EDGAR lists every OSG filing under that number.
Ask anything about OSG
The research agent reads OSG's filings, financials, insider trades and 13F holders, then answers with sources.