MASSACHUSETTS MUTUAL LIFE INSURANCE CO — 13F Holdings & Portfolio
CIK 225602 · latest 13F-HR filed 2026-08-07
MASSACHUSETTS MUTUAL LIFE INSURANCE CO manages $2.38B in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVZ (90.22%), JEF (9.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 0 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-07
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- INVESCO LTD$170.8M +8.6%
- JEFFERIES FINANCIAL GROUP INC$40.5M +21.1%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO Holdings (2026-06-30)
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).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $2.38B | 2 | 0000225602-26-000009 |
| 2026-03-31 | 2026-04-28 | $2.17B | 2 | 0000225602-26-000006 |
| 2025-12-31 | 2026-02-13 | $2.43B | 2 | 0000225602-26-000003 |
SPRINGFIELD, MA 01111