New York Life Insurance Co holds a concentrated book of 3 reported positions worth $527.2M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). Their largest long position is Vanguard S&P 500 ETF at 78% of the reported non-option book. Cloning the disclosed picks since 2025 would be +7% (+8.4%/yr). That is a simulation of the disclosed long book, not audited returns.
New York Life Insurance Co files as an insurer: this book is the equity sleeve of its general account.
Growth of $10,000 cloning New York Life Insurance Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Excluding Vanguard S&P 500 ETF (78% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as New York Life Insurance Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Power Alpha Investment Ltd | 2 / 3 | $975.2M |
| Karnit Road Accident Victims Compensation Fund | 2 / 3 | $158.6M |
| Valor Advisors LLC | 2 / 3 | $79.7M |
| Shulman DeMeo Asset Management LLC | 2 / 3 | $278.7M |
| Ironclad Investments LLC | 2 / 3 | $117.9M |
| Galilei Investment Office LLP | 2 / 3 | $106.7M |
| Seal Cove Capital, LLC | 2 / 3 | $60.7M |
| Ciovacco Capital Management LLC | 2 / 3 | $101.3M |
Ranked by the share of each fund's own book sitting in the names it shares with New York Life Insurance Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard 500 Index Fund S&P 500 ETF SHS | $409.5M | 596.2K | 77.7% | ▲+24% Added · +114K sh | |
| 2 | S&P Depository Receipts TR UNIT | $106.4M | 142.5K | 20.2% | —Held | |
| 3 | Netskope Inc CL A | $11.3M | 1.04M | 2.1% | —Held |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/71633/holdings"
Use Arkolith to show NEW YORK LIFE INSURANCE CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.