Mercer Global Advisors
OSG

Mercer Global Advisors’s Octave Specialty Group OSG Stock Holding History

Mercer Global Advisors’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 		$183K Buy
29,288
+15,784
+117% +$82.2K ﹤0.01% 3286
2026
Q1 		$62.8K Buy
+13,504
New +$77.3K ﹤0.01% 3105

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

Mercer Global Advisors's OSG Position: Q2 2026 in Review

Mercer Global Advisors increased its Octave Specialty Group (OSG) stake by 117% in Q2 2026, buying an estimated $82.2K and bringing the position to 29,288 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

Mercer Global Advisors first reported a position in OSG in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Mercer Global Advisors held 29,288 shares of Octave Specialty Group worth $183K as of Q2 2026.
  • Mercer Global Advisors bought 15,784 Octave Specialty Group shares in Q2 2026, an estimated $82.2K.
  • Octave Specialty Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3286 holding.
  • Mercer Global Advisors first reported a position in Octave Specialty Group in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.