Cerity Partners
OSG

Cerity Partners’s Octave Specialty Group OSG Stock Holding History

Cerity Partners’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
2026
Q2 		$167K Buy
+26,828
New +$140K ﹤0.01% 3097
2026
Q1 		– Sell
-11,332
Closed -$88.2K – 3239
2025
Q4 		$88.2K Sell
11,332
-158
-1% -$1.35K ﹤0.01% 2763
2025
Q3 		$95.8K Sell
11,490
-361
-3% -$3.05K ﹤0.01% 2631
2025
Q2 		$84.1K Buy
+11,851
New +$88.3K ﹤0.01% 2502
2023
Q2 		– Sell
-155
Closed -$421K – 1646
2023
Q1 		$421K Buy
+155
New +$2.51K ﹤0.01% 1372

Other funds holding OSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Cerity Partners's OSG Position: Q2 2026 in Review

Cerity Partners opened a new position in Octave Specialty Group (OSG) in Q2 2026: 26,828 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #3097 among its holdings. This is a return to the name: Cerity Partners previously reported a position in OSG as recently as Q4 2025.

Cerity Partners first reported a position in OSG in Q1 2023 and has held it in 5 quarters since. The position peaked at $421K in Q1 2023. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Cerity Partners held 26,828 shares of Octave Specialty Group worth $167K as of Q2 2026.
  • Octave Specialty Group was a new Cerity Partners position in Q2 2026.
  • Octave Specialty Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3097 holding.
  • Cerity Partners first reported a position in Octave Specialty Group in Q1 2023 and has held it in 5 quarters since.
  • Cerity Partners's Octave Specialty Group position peaked at $421K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.