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Massachusetts Mutual Life Insurance Co

13F for June 30, 2026, filed August 7, 2026 · SEC CIK 225602 · Holdings history from March 31, 1999

Reported value
$2.4bn
100% in companies we cover
Positions we cover
2
Largest IVZ 90.2%
Copy, a year
−1.1%
S&P 500 +15.4%
Copy Sharpe ratio
0.28
S&P 500 0.84

Copy-performance statistics: November 21, 2008 to November 2, 2026. Holdings history can start earlier than the price data used for performance.

Historical holdings

Holdings across the available history, including securities outside our stock coverage. Select a date to view the holdings for that period.

Related reporting managers

SEC notices identify these reporting relationships. Each manager retains its own holdings history; changes in reporting scope can involve several managers.

2 reported entries for June 30, 2026.

IssuerClass / typeReported valueQuantity
JEFFERIES FINANCIAL GROUP INC47233W109 · JEF COM $232.6m 4,654,362
INVESCO LTDG491BT108 · IVZ COM $2.1bn 81,332,319

Values use the units disclosed in the source. Where a dollar scale cannot be established, the original amount is shown as filed. Rows may include separate allocations, options and principal amounts; these are kept separate from the covered-stock portfolio used for performance.

How copying its 13F would have done

$1.0k$2.5k$5.0k$10.0k$20.0k$40.0k$80.0k 2008201020122014201620182020202220242026 $132k$8.2k
CopyS&P 500 $10,000 copying Massachusetts Mutual Life Insurance Co's usable filed holdings in companies we cover from November 21, 2008, rebalancing at the first weekly close after each usable filing and holding until the next, against the S&P 500 (total return). Missing prices carry their last observed value. Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −98.5% (S&P 500 −31.8%); beta 1.13; alpha +3.9% a year (t = 0.24); last 12 months +17.9% against +12.1%.

Reported value by quarter

Massachusetts Mutual Life Insurance Co: 13F reported value Total reported value where the source's dollar units can be established. Earlier filings in thousands of dollars are converted; dates with unresolved value units are omitted.
$0 $1B $2B $3B Reported value, 2008-12-30: $8.7M Reported value, 2010-12-31: $1.2M Reported value, 2011-03-31: $1.9M Reported value, 2011-06-30: $12M Reported value, 2011-09-30: $6.2M Reported value, 2011-12-31: $20.9M Reported value, 2012-03-31: $28.6M Reported value, 2012-06-30: $30.1M Reported value, 2012-09-30: $53.1M Reported value, 2012-12-31: $40.2M Reported value, 2013-03-31: $27.7M Reported value, 2013-06-30: $24.6M Reported value, 2013-09-30: $104.8M Reported value, 2013-12-31: $24.2M Reported value, 2014-03-31: $27.2M Reported value, 2014-06-30: $30.6M Reported value, 2014-09-30: $32.9M Reported value, 2014-12-31: $33.2M Reported value, 2015-03-31: $88.6M Reported value, 2024-09-30: $1.7B Reported value, 2024-12-31: $1.8B Reported value, 2025-03-31: $1.5B Reported value, 2025-06-30: $1.5B Reported value, 2025-09-30: $2.2B Reported value, 2025-12-31: $2.4B Reported value, 2026-03-31: $2.2B Reported value, 2026-06-30: $2.4B 2008-12-30 2012-03-31 2013-09-30 2015-03-31 2026-06-30 $2.4B
View chart data
Period Reported value
2008-12-30 $8.7M
2010-12-31 $1.2M
2011-03-31 $1.9M
2011-06-30 $12M
2011-09-30 $6.2M
2011-12-31 $20.9M
2012-03-31 $28.6M
2012-06-30 $30.1M
2012-09-30 $53.1M
2012-12-31 $40.2M
2013-03-31 $27.7M
2013-06-30 $24.6M
2013-09-30 $104.8M
2013-12-31 $24.2M
2014-03-31 $27.2M
2014-06-30 $30.6M
2014-09-30 $32.9M
2014-12-31 $33.2M
2015-03-31 $88.6M
2024-09-30 $1.7B
2024-12-31 $1.8B
2025-03-31 $1.5B
2025-06-30 $1.5B
2025-09-30 $2.2B
2025-12-31 $2.4B
2026-03-31 $2.2B
2026-06-30 $2.4B

Latest covered holdings and moves

Covered holdings as of June 30, 2026.

CompanyShare of portfolioValueSharesChange in shares
IVZInvesco90.22%$2.1bn81.33M0.0%
JEFJefferies Financial Group Inc.9.78%$232.6m4.65M0.0%

None this quarter.

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

None this quarter.

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

No positions in covered companies were sold out this quarter.

  • Financials100.0%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestNovember 21, 2008 to November 2, 2026−1.1%+15.4%0.280.84−98.5%1.13
2010 to 2017January 8, 2010 to December 29, 2017−22.1%+13.5%0.040.98−98.5%1.38
2018 onwardsJanuary 5, 2018 to November 2, 2026+17.1%+13.9%0.520.66−69.1%1.24
Last three yearsNovember 3, 2023 to November 2, 2026+36.0%+21.8%0.841.16−35.5%1.35
Last yearNovember 7, 2025 to November 2, 2026+19.1%+14.2%0.630.84−23.9%1.34

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.