MFS
OSG

Mirabella Financial Services’s Octave Specialty Group OSG Stock Holding History

Mirabella Financial Services’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 		$62.8K Buy
+10,069
New +$52.4K 0.01% 660
2020
Q3 		– Sell
-1,699,431
Closed -$24.3M – 354
2020
Q2 		$24.3M Buy
1,699,431
+1,128,500
+198% +$16.5M 5.86% 4
2020
Q1 		$7.04M Buy
+570,931
New +$10.9M 4.06% 7

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

Mirabella Financial Services's OSG Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Octave Specialty Group (OSG) in Q2 2026: 10,069 shares worth $62.8K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in OSG as recently as Q2 2020.

Mirabella Financial Services first reported a position in OSG in Q1 2020 and has held it in 3 quarters since. The position peaked at $24.3M in Q2 2020. 147 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Mirabella Financial Services held 10,069 shares of Octave Specialty Group worth $62.8K as of Q2 2026.
  • Octave Specialty Group was a new Mirabella Financial Services position in Q2 2026.
  • Octave Specialty Group made up 0.01% of Mirabella Financial Services's portfolio in Q2 2026, its #660 holding.
  • Mirabella Financial Services first reported a position in Octave Specialty Group in Q1 2020 and has held it in 3 quarters since.
  • Mirabella Financial Services's Octave Specialty Group position peaked at $24.3M in Q2 2020.
  • 147 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.