Top 2 Massachusetts Mutual Life Insurance CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVZ | INVESCO LTD | 90.22% | 81.33M | $2.15B | +0.00%(+0) | $16.26(+95.63%) | 2026-06-30 | |
| JEF | JEFFERIES FINANCIAL GROUP INC | 9.78% | 4.65M | $232.6M | +0.00%(+0) | $55.66(+0.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.08% | +10.65% | +65.84% |
| Top 20 Holdings Unweighted | +5.16% | +16.29% | +6.40% | +36.34% |
Massachusetts Mutual Life Insurance CO reports $2.38B in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are IVZ (90.2%) and JEF (9.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +34.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Massachusetts Mutual Life Insurance CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 225602). View Massachusetts Mutual Life Insurance CO’s 13F filings on SEC