Metropolitan Life Insurance Co/NY
Long book
$328.3M
Q1 2026
Positions
11
Top-10 weight
99%
concentration
Last quarter
+8.9%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsMetropolitan Life Insurance Co/NY is a wealth-management firm allocating client money, running a $328.3M US long book across 11 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHARES CORE U.S. AGGREGATE, VANGUARD LONG-TERM BOND ETF, ISHARES RUSSELL 2000 ETF, ISHARES MSCI EMERGING MARKET.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.4%
Q2 2024
+6.6%
Q3 2024
-0.4%
Q4 2024
-1.9%
Q1 2025
+8.2%
Q2 2025
+5.7%
Q3 2025
+1.8%
Q4 2025
-1.3%
Q1 2026
+8.9%
Sector allocation
Technology 35%
Financials 12%
Industrials 10%
Healthcare 10%
Consumer discretionary 10%
Services media 7%
Other 5%
Energy 3%
Long book by quarter
What does Metropolitan Life own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 11 | $328.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 11 | $329.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 11 | $341.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 11 | $334.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 8 | $216.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 10 | $252.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 10 | $281.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 10 | $253.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 2307 | $2.30B | canonical | SEC ↗ |