New York Life Insurance Co.
New York Life Insurance Co. reported 3 US-listed holdings worth $527.2 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Vanguard S&P 500 (77.7%), SPDR S&P 500 (20.2%) and Netskope Inc. (2.1%). Against the quarter before, it opened 0 positions, added to 1, trimmed 0 and sold out of 3.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +19.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Vanguard S&P 500 VOO+113,699 shares · +24%
Sold out of 3
- New York Life Invts Active E MMSD$50.0 million last quarter
- New York Life Invts Active E SECR$26.0 million last quarter
- New York Life Invts Active E MMCA$24.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Vanguard S&P 500 VOO | 596.2K | $409.5 million | 77.66% | +113.7K |
| SPDR S&P 500 SPY | 142.5K | $106.4 million | 20.19% | no change |
| Netskope Inc. NTSK | 1.0M | $11.3 million | 2.15% | no change |