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MASSACHUSETTS MUTUAL LIFE INSURANCE CO — 13F Holdings & Portfolio

CIK 225602 · latest 13F-HR filed 2026-04-28

Backtest portfolio

MASSACHUSETTS MUTUAL LIFE INSURANCE CO manages $2.17B in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVZ (91.14%), JEF (8.86%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 2.

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.

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AUM

$2.17B

Long-equity book

Holdings

2

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+0 / −0 / ↑0 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • INVESCO LTD-$161.0M -7.5%
  • JEFFERIES FINANCIAL GROUP INC-$96.3M -33.4%
Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 INVESCO LTD IVZ G491BT108 $1.98B 91.14% 81,332,319 SH
2 JEFFERIES FINANCIAL GROUP INC JEF 47233W109 $192.1M 8.86% 4,654,362 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $2.17B 2 0000225602-26-000006
2025-12-31 2026-02-13 $2.43B 2 0000225602-26-000003