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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MassMutual Private Wealth & Trust's OSG Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Octave Specialty Group (OSG) in Q2 2025, closing a stake of 81 shares — an estimated $709 sold.

MassMutual Private Wealth & Trust first reported a position in OSG in Q2 2022 and held it in 12 quarters. The position peaked at $1.92K in Q4 2024. 146 funds tracked by Wall St. Rank hold OSG as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Octave Specialty Group position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 81 Octave Specialty Group shares in Q2 2025, an estimated $709.
MassMutual Private Wealth & Trust first reported a position in Octave Specialty Group in Q2 2022 and held it in 12 quarters.
MassMutual Private Wealth & Trust's Octave Specialty Group position peaked at $1.92K in Q4 2024.
146 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.