Surety Insurance · SIC 6351

OCTAVE SPECIALTY GROUP INC

OSG

Watch

Latest revenue

$2.4M

as of 2026-03-31

Latest net income

$-6.9M

as of 2026-03-31

Net margin

-290.9%

as of 2026-03-31

Price · 5Y

+20.0% / yr 6.2 pts / yr vs S&P 500 148.0% total
Compare:

Live market

delayed ≤15 min
$5.61
2.26%
Market cap
$252.5M
Enterprise value
$252.5M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$9.55
52-wk low
$3.88
Beta
Shares out
45.0M

5-year trend

About OSG

Business description and risk factors will appear here once OSG's latest filing is fully ingested.

Profitability

Net margin

-103.1%

56.3%

Return on equity

-36.2%

44.2%

Return on assets

-11.7%

68.9%

Leverage

Debt / equity

2.11×

74.9%

Long-term debt / equity

0.16×

Debt / assets

67.8%

24.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.4M-16.3%$-6.9M+84.7%-290.9%

Q4 2025

2025-12-31

$243.1M+8.1%$-29.0M+94.9%-11.9%

Q3 2025

2025-09-30

$2.7M-23.6%$-112.6M-1307.8%-4224.3%

Q2 2025

2025-06-30

$2.6M-30.7%$-72.7M-9593.2%-2786.5%

Q1 2025

2025-03-31

$2.8M-22.7%$-44.7M-323.7%-1589.2%

Q4 2024

2024-12-31

$224.9M$-567.3M-252.2%

Q3 2024

2024-09-30

$3.5M-80.6%$-8.0M-142.1%-229.4%

Q2 2024

2024-06-30

$3.8M-74.9%$-750.0K+94.2%-19.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surety Insurance · SIC 6351

No data yet for industry average

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Insider activity

Insider buying

$480.5K

Insider selling

$0

Net activity

+$480.5K

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-01-02

Claude Leblanc

Chief Executive Officer

Purchase12,000$7.59$91.1K
2025-11-12

Sharon R Smith

Exec VP & Group COO

Purchase20$10.25$205

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns OSG

Institutional value

$83.7M

Total shares held

18.1M

Distinct holders

77

-68 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.9M$18.2M-570.7K (-12.7%)Trimmed
2Western Standard LLC2.2M$10.5M-257.0K (-10.3%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC1.9M$9.0MNew
4PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.1.6M$7.4M+699.1K (+78.2%)Added
5THIRD AVENUE MANAGEMENT LLC1.3M$6.2M+559.1K (+71.5%)Added
6DIMENSIONAL FUND ADVISORS LP1.3M$6.1M-375.5K (-22.3%)Trimmed
7Nuveen, LLC800.3K$3.7M-10.0K (-1.2%)Trimmed
8JANE STREET GROUP, LLC764.4K$3.6M-756.3K (-49.7%)Trimmed
9ESSEX INVESTMENT MANAGEMENT CO LLC418.2K$1.9M+7.4K (+1.8%)Added
10IPG Investment Advisors LLC325.6K$1.5MNew
11Brooklyn Investment Group325.4K$1.5MNew
12VANGUARD PORTFOLIO MANAGEMENT LLC295.9K$1.4MNew
13VANGUARD FIDUCIARY TRUST CO274.6K$1.3MNew
14JPMORGAN CHASE & CO268.4K$1.2M+115.7K (+75.8%)Added
15UBS Group AG264.3K$1.2M+110.4K (+71.8%)Added
16Harbor Advisors LLC196.4K$913.2K+0 (+0.0%)No change
17Russell Investments Group, Ltd.181.3K$842.9K-165.0K (-47.6%)Trimmed
18SEI INVESTMENTS CO156.1K$725.8K+89.4K (+133.9%)Added
19Invesco Ltd.151.0K$702.3K-5.5K (-3.5%)Trimmed
20Connor, Clark & Lunn Investment Management Ltd.144.3K$671.0K+75.5K (+109.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once OSG's latest filing finishes processing.