What is the 13F Pro Quality Score for OSG?

13F Pro ranks OCTAVE SPECIALTY GROUP INC (OSG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View OSG's current score at https://13fpro.ai/research/OSG (free sign-up required for the full ranking).

Which hedge funds own the most OSG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of OSG include BlackRock,, Western Standard, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/OSG as soon as new 13F filings post.

Where does 13F Pro source OSG data?

All OCTAVE SPECIALTY GROUP INC fundamentals and ownership data come directly from SEC EDGAR. OCTAVE SPECIALTY GROUP INC files with the SEC under CIK 874501. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is OSG in?

OCTAVE SPECIALTY GROUP INC (OSG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is OSG research updated on 13F Pro?

OSG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

OCTAVE SPECIALTY GROUP INC(OSG)Stock Analysis

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13F Pro Quality Score

39.0/100

Rank #1,992 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

99.1/100

Profitability

6.5/100

Balance Sheet

16.4/100

Earnings Quality

30.0/100

Free Cash Flow

58.5/100

Institutional Flow

3.3/100

Revenue Scale

23.5/100

Dilution Risk

29.6/100

OSG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for OCTAVE SPECIALTY GROUP INC (OSG), a Financials sector company. 13F Pro's AI-powered ranking engine scores OSG at 39.0/100 on a 32-signal composite quality model, placing it at rank #1,992 of 2,879 stocks — the bottom half of the AI-ranked universe. OSG scores in the top quartile across revenue growth (99.1). Areas of concern include institutional flow (3.3) and profitability (6.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 29.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), OCTAVE SPECIALTY GROUP INC reports quarterly revenue of $104.2M, net income of $-6.9M, free cash flow of $-10.1M. Top institutional holders of OSG by reported 13-F value include BlackRock,, Western Standard, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. OSG trades on the NYSE exchange and files with the SEC under CIK 874501. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OSG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OCTAVE SPECIALTY GROUP INC directly from SEC EDGAR. OCTAVE SPECIALTY GROUP INC's 13F Pro composite quality score has ranged between 8 and 80 since 2026, currently 39.0 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.

Revenue

Q1 2026

$104.2M

Net Income

Q1 2026

$-6.9M

Free Cash Flow

Q1 2026

$-10.1M

D/E Ratio

Q1 2026

0.20

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+101.4% YoY

$251.2MFY 2025

FY21 $282.0MFY22 $53.6MFY23 $124.7MFY25 $251.2M

Net Income

-5331.3% YoY

$-259.0MFY 2025

FY21 $-17.0MFY22 $522.0MFY23 $5.0MFY25 $-259.0M

EPS (Diluted)

-3394.4% YoY

$-5.93FY 2025

FY21 $-0.61FY22 $11.48FY23 $0.18FY25 $-5.93

Total Assets

-73.6% YoY

$2.22BFY 2025

FY21 $12.30BFY22 $7.97BFY23 $8.43BFY25 $2.22B

Total Debt

-76.9% YoY

$117.6MFY 2025

FY21 $2.23BFY22 $639.0MFY23 $508.0MFY25 $117.6M

Op. Cash Flow

—FY 2025

FY21 $-131.0MFY22 $1.33BFY23 $200.0MFY25 —

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2019	FY 2017
Revenue	$251.2M +101.4%	$124.7M +132.6%	$53.6M -81.0%	$282.0M -43.1%	$496.0M -20.3%	$622.0M
Net Income	$-259.0M -5331.3%	$5.0M -99.1%	$522.0M +3170.6%	$-17.0M +92.1%	$-216.0M +34.3%	$-329.0M
EPS (Diluted)	$-5.93 -3394.4%	$0.18 -98.4%	$11.48 +1982.0%	$-0.61 +87.0%	$-4.69 +35.3%	$-7.25
Total Assets	$2.22B -73.6%	$8.43B +5.7%	$7.97B -35.2%	$12.30B -7.6%	$13.32B -42.6%	$23.19B
Total Debt	$117.6M -76.9%	$508.0M -20.5%	$639.0M -71.3%	$2.23B -21.0%	$2.82B +184.6%	$991.7M
Operating Cash Flow	—	$200.0M -85.0%	$1.33B +1119.1%	$-131.0M +57.9%	$-311.0M -40.7%	$-221.0M

AI Insight: OSG Financial Trends

OSG eliminated all debt by Q3 2025 but suffered massive $187M net loss that quarter, erasing prior equity gains.

• Revenue grew from $74M in Q3 2023 to $171M in Q3 2024, then declined to $104M by Q2 2026.

• Total debt dropped from $666M in Q3 2024 to $0M in Q3 2025, before rising to $139M by Q2 2026.

• Net losses persisted across recent quarters, including severe $187M loss in Q3 2025.

⚠ Operating cash flow turned negative $39M in Q3 2025 after positive $28M in Q3 2024.

⚠ Equity declined from $1,465M in Q3 2024 to $713M by Q2 2026 despite debt reduction.

AI Insight: OSG Ratio Trends

OSG shows dramatic improvement from Q3 2025's catastrophic -154% net margin to Q2 2026's -6.6% loss, though still deeply unprofitable.

• Operating margin improved sharply from -45.3% in Q3 2025 to -3.2% in Q2 2026.

• Net profit margin recovered from -153.8% in Q3 2025 to -6.6% in Q2 2026.

• ROE improved from -88.7% in Q3 2025 to -3.9% in Q2 2026.

• Debt-to-equity ratio remains low at 0.20 in Q2 2026, down from 0.45 in Q3 2024.

⚠ Company remains unprofitable across all profitability metrics in the latest quarter.

⚠ ROIC deteriorated from -2.5% in Q2 2023 to -1.6% in Q2 2026 despite recent improvement.

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Available Research

13F Pro tracks comprehensive data for OCTAVE SPECIALTY GROUP INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of OSG

BlackRock, Inc.
$18.2M3,917,798 sh
Western Standard LLC
$10.5M2,247,591 sh
VANGUARD CAPITAL MANAGEMENT LLC
$9.0M1,945,076 sh
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
$7.4M1,592,587 sh
Wolf Hill Capital Management, LP
$6.8M1,470,334 sh
GENDELL JEFFREY L
$6.6M1,413,212 sh
THIRD AVENUE MANAGEMENT LLC
$6.2M1,341,211 sh
DIMENSIONAL FUND ADVISORS LP
$6.1M1,310,132 sh
Bain Capital Credit, LP
$5.2M1,108,012 sh
MARSHALL WACE, LLP
$5.0M1,065,335 sh

Fund	Value	Shares
BlackRock, Inc.	$18.2M	3,917,798
Western Standard LLC	$10.5M	2,247,591
VANGUARD CAPITAL MANAGEMENT LLC	$9.0M	1,945,076
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$7.4M	1,592,587
Wolf Hill Capital Management, LP	$6.8M	1,470,334
GENDELL JEFFREY L	$6.6M	1,413,212
THIRD AVENUE MANAGEMENT LLC	$6.2M	1,341,211
DIMENSIONAL FUND ADVISORS LP	$6.1M	1,310,132
Bain Capital Credit, LP	$5.2M	1,108,012
MARSHALL WACE, LLP	$5.0M	1,065,335

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Is OSG a good stock to buy?

13F Pro's AI-powered analysis of OCTAVE SPECIALTY GROUP INC (OSG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OSG are available on the OSG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own OSG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OSG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OCTAVE SPECIALTY GROUP INC's investment landscape.