New York Life Insurance Co.
New York Life Insurance Company, headquartered at 51 Madison Avenue, New York, NY, is the largest mutual life insurance company in the United States and among the largest life insurers globally. Founded in 1845, New York Life provides life insurance, retirement income, investments, and other financial services to individuals and institutions. The firm operates as a mutual, meaning it is owned by its policyholders. As of 2025, it employs over 23,000 people, including more than 12,000 agents and financial professionals, and operates a significant asset management platform through New York Life Investments.
Investment Strategy
New York Life pursues a disciplined, long-term investment approach emphasizing high-quality assets, prudent diversification, and value creation through active management in both public and private markets. The firm invests across fixed income, equities, private equity, real estate, infrastructure, and alternatives, with deep expertise in originating private debt and equity investments. As a mutual life insurer, the investment philosophy is centered around asset/liability matching to support long-duration promises to policyholders while also generating stable returns for both individual and institutional clients. The asset management group manages funds using a multi-boutique structure, allowing for strategy and style diversity focused on client objectives, risk management, and sustainable financial strength.
Latest 13F Filing Activity
New York Life Insurance Co. filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $351M. The fund increased holdings in Vanguard 500 Index Fund, S&P Depository Receipts, Rubrik Inc.. New York Life Insurance Co. reduced exposure to Rubrik Inc., S&P Depository Receipts, Vanguard 500 Index Fund.