SECURITY BENEFIT LIFE INSURANCE CO /KS/ — 13F Holdings & Portfolio

CIK 869772 · latest 13F-HR filed 2026-07-23

SECURITY BENEFIT LIFE INSURANCE CO /KS/ manages $181.5M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ARX (37.88%), CLOZ (23.66%), CLOX (16.23%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 1 new position, exited 1, added to 4, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
ONE SECURITY BENEFIT PLACE
TOPEKA, KS 66636-0001
Phone
(785) 438-3000
Filing Manager
SECURITY BENEFIT LIFE INSURANCE CO /KS/
TOPEKA, KS
Signatory
Vaishali Mahna
Assistant Vice President and Senior Counsel
Loading holdings…
AUM

$181.5M

Long-equity book

Holdings

20

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+1 / −1 / ↑4 / ↓9

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VIVID SEATS INC$1.3M +10.3%
  • ISHARES CORE S&P 500 ETF$198.0K +5.8%
  • RIGETTI COMPUTING INC$43.9K +63.9%
  • MORINGA ACQUISITION CORP$2.7K +143.2%
Show all 4

Top Trims

  • ACCELERANT HOLDINGS-$9.6M -12.3%
  • VANGUARD FTSE DEVELOPED MARKETS ETF-$1.4M -35.4%
  • EVE HOLDING INC-$945.3K -57.5%
  • GIFTIFY INC-$128.5K -5.2%
  • VANGUARD FTSE EMERGING MARKETS ETF-$100.3K -7.9%
Show all 9

New Positions

  • ISHARES RUSSELL 2000 ETF$600.9K
Show all 1

Exited Positions

  • GOLDEN ARROW MERGER CORP$2.0K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ACCELERANT HOLDINGS ARX G00894108 $68.8M 37.88% 5,866,257 SH
2 ELDRIDGE BBB-B CLO ETF CLOZ 81752T528 $42.9M 23.66% 1,625,576 SH
3 ELDRIDGE AAA CLO ETF CLOX 81752T486 $29.5M 16.23% 1,150,274 SH
4 VIVID SEATS INC SEAT 92854T209 $14.3M 7.87% 2,192,103 SH
5 ISHARES 20 YEAR TREASURY BOND ETF TLT 464287432 $9.5M 5.24% 110,000 SH
6 VANGUARD MORTGAGE-BACKED SECURITIES ETF VMBS 92206C771 $4.7M 2.58% 100,000 SH
7 ISHARES CORE S&P 500 ETF IVV 464287200 $3.6M 1.98% 4,800 SH
8 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $2.5M 1.39% 35,500 SH
9 GIFTIFY INC GIFT 74940T104 $2.3M 1.29% 2,470,479 SH
10 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $1.2M 0.64% 19,600 SH
11 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $771.1K 0.42% 10,000 SH
12 ISHARES RUSSELL 2000 ETF IWM 464287655 $600.9K 0.33% 2,000 SH
13 EVE HOLDING INC EVEX.WS 29970N112 $502.1K 0.28% 2,953,368 SH
14 EVE HOLDING INC EVEX.WS 29970N112 $196.7K 0.11% 1,156,825 SH
15 RIGETTI COMPUTING INC RGTIW 76655K111 $112.5K 0.06% 12,500 SH
16 COMPLETE SOLARIA INC SPWRW 20460L112 $21.0K 0.01% 150,000 SH
17 BRAND ENGAGEMENT NETWORK INC BNAIW 104932116 $18.7K 0.01% 133,333 SH
18 VIVID SEATS INC SEATW 92854T118 $10.0K 0.01% 325,990 SH
19 VEEA INC VEEAW 693489114 $5.1K 0.00% 118,032 SH
20 MORINGA ACQUISITION CORP SLXNW G1281K114 $4.6K 0.00% 150,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $181.5M 20 0000869772-26-000010
2026-06-30 2026-07-21 $190.3M 20 0000869772-26-000008
2026-03-31 2026-05-04 $190.3M 20 0000869772-26-000006
2025-12-31 2026-02-03 $242.1M 20 0000869772-26-000002