Ameriprise
OSG

Ameriprise’s Octave Specialty Group OSG Stock Holding History

Ameriprise’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30,200
Closed -$680K – 3606
2016
Q4 		$680K Buy
+30,200
New +$660K ﹤0.01% 3147

Other funds holding OSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameriprise's OSG Position: Q1 2026 in Review

Ameriprise opened a new position in Octave Specialty Group (OSG) in Q1 2026: 115,045 shares worth $535K. The stake represents ﹤0.01% of the portfolio and ranks #3561 among its holdings. This is a return to the name: Ameriprise previously reported a position in OSG as recently as Q2 2025.

Ameriprise first reported a position in OSG in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.99M in Q4 2019. 148 funds tracked by Wall St. Rank hold OSG as of Q1 2026.

  • Ameriprise held 115,045 shares of Octave Specialty Group worth $535K as of Q1 2026.
  • Octave Specialty Group was a new Ameriprise position in Q1 2026.
  • Octave Specialty Group made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3561 holding.
  • Ameriprise first reported a position in Octave Specialty Group in Q2 2013 and has held it in 38 quarters since.
  • Ameriprise's Octave Specialty Group position peaked at $6.99M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.