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OSG

Legacy Investment Solutions’s Octave Specialty Group OSG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$178 Buy
+25
New +$186 ﹤0.01% 717
2024
Q4 		$287 Hold
25
– – ﹤0.01% 698
2024
Q3 		$323 Buy
+25
New +$292 ﹤0.01% 644

Other funds holding OSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Investment Solutions's OSG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Octave Specialty Group (OSG) in Q2 2025: 25 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in OSG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in OSG in Q3 2024 and has held it in 3 quarters since. The position peaked at $323 in Q3 2024. 146 funds tracked by Wall St. Rank hold OSG as of Q2 2025.

  • Legacy Investment Solutions held 25 shares of Octave Specialty Group worth $178 as of Q2 2025.
  • Octave Specialty Group was a new Legacy Investment Solutions position in Q2 2025.
  • Octave Specialty Group made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #717 holding.
  • Legacy Investment Solutions first reported a position in Octave Specialty Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Octave Specialty Group position peaked at $323 in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.