Octave Specialty OSG
NYSE OSG
$4.41 -0.09 (-2.00%)
As of: Sep 21, 2026 · 3:59 PM EDT

Octave Specialty (OSG) Invested Capital (2010 - 2026)

Octave Specialty (OSG) posted Invested Capital of $973.3 million for Q2 2026, up 2.38% on a QoQ basis from $950.6 million in Q1 2026, and down 23.12% year-over-year from $1.3 billion in Q2 2025.

Analysis

Octave Specialty (OSG) Invested Capital (2010 - 2026) Analysis & Trends

Octave Specialty has reported Invested Capital for 17 years, with the latest figure at $973.3 million in Q2 2026.

  • On a quarterly basis, Invested Capital fell 23.12% year-over-year to $973.3 million in Q2 2026; TTM through Jun 2026 was $973.3 million, a 23.12% decrease from a year earlier, with the FY2025 full-year figure at $950.7 million, down 26.65% from the prior year.
  • Invested Capital was $973.3 million for Q2 2026 at Octave Specialty, up from $950.6 million in the prior quarter.
  • The five-year high for Invested Capital was $3.3 billion in Q3 2022, with the low at $950.6 million in Q1 2026.
  • Average Invested Capital over 5 years is $1.8 billion, with a median of $1.8 billion recorded in 2023.
  • The sharpest annual moves came in 2024 and 2025: Invested Capital surged 36.26% in 2024, then slumped 61.39% in 2025.
  • Over 5 years, Invested Capital stood at $1.9 billion in 2022, then declined by 1.11% to $1.9 billion in 2023, then plunged by 32.59% to $1.3 billion in 2024, then dropped by 26.65% to $950.7 million in 2025, then climbed by 2.37% to $973.3 million in 2026.
  • The last three Invested Capital figures came in at $973.3 million (Q2 2026), $950.6 million (Q1 2026), and $950.7 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Berkshire Hathaway 1,098.17 Bn 773.46 Bn 55.86 Bn -
2 Chubb 131.33 Bn 123.03 Bn 9.13 Bn 100.83 Bn
3 Progressive 124.08 Bn 119.08 Bn 9.04 Bn -
4 Travelers Companies 78.14 Bn 54.38 Bn 6.23 Bn -
5 Allstate 63.45 Bn 24.70 Bn 16.28 Bn 41.19 Bn
6 Aflac 58.44 Bn -44.57 Bn 2.27 Bn 37.65 Bn
7 Fairfax Financial Holdings 48.96 Bn 53.68 Bn - -
8 American International 39.52 Bn 1.72 Bn 3.50 Bn 49.60 Bn
9 Hartford Insurance 35.73 Bn 19.42 Bn 3.18 Bn 24.01 Bn
10 Octave Specialty 202.58 Mn 101.71 Mn 69.65 Mn 973.30 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 973.30 Mn
Mar 31, 2026 950.64 Mn
Dec 31, 2025 950.74 Mn
Sep 30, 2025 959.17 Mn
Jun 30, 2025 1.27 Bn
Mar 31, 2025 1.27 Bn
Dec 31, 2024 1.30 Bn
Sep 30, 2024 2.48 Bn
Jun 30, 2024 1.93 Bn
Mar 31, 2024 1.93 Bn
Dec 31, 2023 1.92 Bn
Sep 30, 2023 1.82 Bn
Jun 30, 2023 1.80 Bn
Mar 31, 2023 1.80 Bn
Dec 31, 2022 1.94 Bn
Sep 30, 2022 3.27 Bn
Jun 30, 2022 3.04 Bn
Mar 31, 2022 3.22 Bn
Dec 31, 2021 3.33 Bn
Sep 30, 2021 3.34 Bn
API Access

Octave Specialty Invested Capital API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=invested-capital&ticker=OSG&period=max&api_key=YOUR_API_KEY