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Massachusetts Mutual Life Insurance Company 13F Portfolio

Portfolio Manager
Massachusetts Mutual Life Insurance CO
Performance
+9.75% (2026 Q2)
AUM (13F)
$2.38B
# of Holdings
2
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Massachusetts Mutual Life Insurance CO Holdings Map

Top 2 Massachusetts Mutual Life Insurance CO Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVZ
INVESCO LTD
90.22%81.33M$2.15B
+0.00%(+0)
2025-Q2: 81.33M shares2025-Q3: 81.33M shares2025-Q4: 81.33M shares2026-Q1: 81.33M shares2026-Q2: 81.33M shares
$16.26(+95.63%)
2026-06-30
JEF
JEFFERIES FINANCIAL GROUP INC
9.78%4.65M$232.6M
+0.00%(+0)
2025-Q2: 4.66M shares2025-Q3: 4.66M shares2025-Q4: 4.65M shares2026-Q1: 4.65M shares2026-Q2: 4.65M shares
$55.66(+0.87%)
2026-06-30

About Massachusetts Mutual Life Insurance CO’s portfolio

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.

Portfolio concentration

Portfolio concentration
IVZ — 90.2% ($2.15B)JEF — 9.8% ($232.63M)
100%in top 2
  • IVZ90.2%
  • JEF9.8%

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Source filings

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

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