Octave Specialty Group, Inc. is classed by the SEC under Surety Insurance (industry code 6351), based in New York, NY. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $143 million and a loss of $262 million (its filed statements).
Insurance businessSurety InsuranceNew York, NYfilings since 19948 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a insurance business: prior from its industry code (SEC 6351, Surety Insurance); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 2.5 out of ten, 8 of 9 metrics filed and 1 estimated: past 0.9 out of ten, present 3.8 out of ten, future 3.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 0.6 out of ten. 4 warning events since 2017; the latest 2025-12-15. 6th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 2.0 out of ten. -7.4% a year over 10 filed years; profitable in 4 of 10. 20th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 0.6 out of ten. CrossAssetData estimate 0.6/10, confidence 35 of 100 (one part). 6th percentile among 8 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 1.9 out of ten. ROE -31%: lost 31¢ per shareholder dollar. Leverage 63%: owes 63¢ per asset dollar. 19th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 4.4 out of ten. bottom 44% of 8 in its family; net margin -103.1%. 44th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 6.8 out of ten. top 32% of 8 in its family for leadership; chief executive since 2017. 68th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 1.3 out of ten. bottom 13% of 8 in its family for room to expand. 13th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 6.9 out of ten. top 31% of 8 in its family for growth drivers. 69th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 1.0 out of ten. bottom 10% of 8 in its family for expectations against reality. 10th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-04 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 4, 2026-10-06. Filings on record since 1994. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: Insurance Distribution 65%, Specialty Property Casualty Program 35%. By geography: United States 69%, United Kingdom 31%. As tagged in its annual report (Form 10-K, filed 2026-03-04).
Who runs it
Leblanc, Claude (Chief Executive Officer); Trick, David (Exec VP, CFO & Treasurer); Smith, R Sharon (Exec VP & Group COO); Mcginnis, Daniel (Sr. MD & COO); Ahn, Cristina E. (Chief Accounting Officer); Metz, Lawrence F. (* Senior Managing Director and General Counsel); Ksenak, Stephen Michael (Sr. MD & General Counsel); Haft, Ian David (director); Iglesias, Lisa G (director); Lammtennant, Joan M (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-06.
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