RFP
OSG

Root Financial Partners’s Octave Specialty Group OSG Stock Holding History

Root Financial Partners’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
Q1 		$102 Buy
+22
New +$126 ﹤0.01% 3276

Other funds holding OSG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Root Financial Partners's OSG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Octave Specialty Group (OSG) in Q1 2026: 22 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #3276 among its holdings.

148 funds tracked by Wall St. Rank hold OSG as of Q1 2026.

  • Root Financial Partners held 22 shares of Octave Specialty Group worth $102 as of Q1 2026.
  • Octave Specialty Group was a new Root Financial Partners position in Q1 2026.
  • Octave Specialty Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3276 holding.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.