Security Benefit Life Insurance Co. /ks/
Security Benefit Life Insurance Company, headquartered in Topeka, KS, is a leading provider of retirement-focused insurance products in the United States. Founded in 1892, it now manages over $50 billion in assets and serves individual consumers, educators, retirement plan participants in small- to mid-size businesses, and high-net-worth individuals. The firm specializes in annuities and mutual fund programs, emphasizing retirement income, principal protection, market growth, and legacy planning. As part of the Security Benefit Corporation, it ranks among the largest insurance companies in Kansas and has a strong reputation for innovation, financial stability, and philanthropic engagement. The company employs more than 2,000 associates (company-wide, including Zinnia subsidiary).
Investment Strategy
Security Benefit focuses exclusively on retirement solutions, emphasizing product innovation and exceptional investment management. The firm provides annuities and mutual fund programs aimed at market growth, principal protection, retirement income, and legacy planning. It serves a diverse client base, particularly educators, individual retirees, and plan participants in small to mid-sized businesses. Through strategic partnerships, such as with NEA Member Benefits, Security Benefit tailors retirement savings products for unique member needs while continually developing offerings responsive to changing market trends and risk management requirements.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SEAT | VIVID SEATS INC | 34.99% | $74.1M | 43,842,095 | $7.50 | $33.80 | -$55.7M |
C CLOX | ELDRIDGE AAA CLO ETF | 27.30% | $57.8M | 2,258,806 | $25.46 | $25.60 | +$203.3K |
C CLOZ | ELDRIGDE BBB-B CLO ETF | 20.52% | $43.5M | 1,625,576 | $26.73 | $26.74 | +$276.3K |
T TLT | ISHARES 20 YEAR TREASURY BOND ETF | 4.58% | $9.7M | 110,000 | $98.03 | $88.25 | +$1.5M |
V VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 2.19% | $4.6M | 100,000 | $45.43 | $46.34 | +$3.0K |