MPWT
OSG

MassMutual Private Wealth & Trust’s Octave Specialty Group OSG Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-81
Closed -$709 – 2353
2025
Q1 		$709 Sell
81
-71
-47% -$748 ﹤0.01% 2189
2024
Q4 		$1.92K Buy
152
+94
+162% +$1.13K ﹤0.01% 1847
2024
Q3 		$650 Hold
58
– – ﹤0.01% 1943
2024
Q2 		$744 Hold
58
– – ﹤0.01% 1889
2024
Q1 		$907 Hold
58
– – ﹤0.01% 1728
2023
Q4 		$956 Hold
58
– – ﹤0.01% 1689
2023
Q3 		$699 Hold
58
– – ﹤0.01% 1748
2023
Q2 		$826 Hold
58
– – ﹤0.01% 1691
2023
Q1 		$898 Hold
58
– – ﹤0.01% 1594
2022
Q4 		$1K Hold
58
– – ﹤0.01% 1392
2022
Q3 		$1K Hold
58
– – ﹤0.01% 1346
2022
Q2 		$1K Buy
+58
New +$551 ﹤0.01% 1248

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