Massachusetts Mutual Life Insurance Co 13F Holdings Tracker

CIK: 0000225602

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$2.2B

Reporting period: 2026-03-31 · Number of holdings: 2

MASSACHUSETTS MUTUAL LIFE INSURANCE CO disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.2B and a quarterly turnover rate of 11.2%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 100
Portfolio Stability: 11.21
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 4
Sizing Uniformity: 88.36

Recent moves

Add IVZ
0.0%　-$161.0M
Trim JEF
0.0%　-$96.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	IVZ	Invesco Ltd.	Stock-Financials	91.14%	+3.03%	—
2	JEF	Jefferies Financial Group In	Stock-Financials	8.86%	-3.03%	—

Portfolio Performance

Performance for Q3 2026

+14%

Performance Last 4 Quarters

+39.4%

Stdev: +34%
Beta: +1.53
Alpha: +8.3%
Max Drawdown: -29%
Annualized Perf: +29.2%
Batting Avg vs S&P: +50%
Sortino: +1.78
Stutzer: +0.28
Treynor: +0.2
Sterling: +1.28
Calmar: +1
Information Ratio: +0.58
Tracking Error: +28.2%
Stdev Down: +17.5%
Winning Months %: +65%
Losing Months %: +35%
Best 12 Months: +88.8%
Worst 12 Months: +27.7%
Efficiency Ratio: +0.33
Sharpe: +0.92
Stdev Sectors: 0%
Skewness: +0.53
Kurtosis: +0.66
Upside Potential: +3.68

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	2	$2.2B	11	1IVZ 2JEF Top holdings2026-03-31 1.IVZ 2.JEF
2025-12-31	2	$2.4B	12	1IVZ 2JEF Top holdings2025-12-31 1.IVZ 2.JEF
2025-09-30	2	$2.2B	37	1IVZ 2JEF Top holdings2025-09-30 1.IVZ 2.JEF
2025-06-30	2	$1.5B	0	1IVZ 2JEF Top holdings2025-06-30 1.IVZ 2.JEF
2025-03-31	2	$1.5B	100	1IVZ 2JEF Top holdings2025-03-31 1.IVZ 2.JEF
2024-12-31	2	$1.8B	0	1IVZ 2JEF Top holdings2024-12-31 1.IVZ 2.JEF
2024-09-30	2	$1.7B	0	1IVZ 2JEF Top holdings2024-09-30 1.IVZ 2.JEF
2015-03-31	46	$88.6M	93	1OEF 2IWP 3PKWUSD Top holdings2015-03-31 1.OEF 2.IWP 3.PKWUSD 4.EFV 5.73935A 6.VIG 7.73935X 8.VWO 9.VGK 10.SPY
2014-12-31	21	$33.2M	19	1PKWUSD273935A373935X Top holdings2014-12-31 1.PKWUSD 2.73935A 3.73935X 4.IWP 5.EEM 6.IEZ 7.IDV 8.EFA 9.QNDX 10.XLI
2014-09-30	25	$32.9M	11	1PKWUSD273935A3IWP Top holdings2014-09-30 1.PKWUSD 2.73935A 3.IWP 4.73935X 5.IEZ 6.EEM 7.IDV 8.EFA 9.QNDX 10.DRYS 5 12-01-14
2014-06-30	22	$30.6M	13	1PKWUSD273935A3IEZ Top holdings2014-06-30 1.PKWUSD 2.73935A 3.IEZ 4.IWP 5.73935X 6.EEM 7.IDV 8.EFA 9.QNDX 10.EMB
2014-03-31	20	$27.2M	14	1PKWUSD273935A3IWP Top holdings2014-03-31 1.PKWUSD 2.73935A 3.IWP 4.IEZ 5.73935X 6.EEM 7.IDV 8.QNDX 9.EFA 10.EMB
2013-12-31	20	$24.2M	100	1PKWUSD273935A3IEZ Top holdings2013-12-31 1.PKWUSD 2.73935A 3.IEZ 4.IWP 5.EEM 6.IDV 7.73935X 8.QNDX 9.EMB 10.EFA
2013-09-30	137	$104.8M	100	1VWO 2HYS373936Q Top holdings2013-09-30 1.VWO 2.HYS 3.73936Q 4.VNQ 5.IJH 6.EFA 7.IVV 8.PKWUSD 9.73935A 10.IEZ
2013-06-30	51	$24.6M	0	1PKWUSD273935A3IDV Top holdings2013-06-30 1.PKWUSD 2.73935A 3.IDV 4.XOM 5.GOOG 6.MSFT 7.MMM 8.QNDX 9.AEP 10.LOW

Holding changes this quarter

Position changes disclosed by Massachusetts Mutual Life Insurance Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVZ	Invesco Ltd.	+3%	—	Unchanged
2	JEF	Jefferies Financial Group In	-3%	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-28	13F-HR	View on EDGAR
2025-12-31	2026-02-13	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-08-15	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-15	13F-HR	View on EDGAR
2015-03-31	2015-04-16	13F-HR	View on EDGAR
2014-12-31	2015-01-15	13F-HR	View on EDGAR
2014-09-30	2014-11-06	13F-HR	View on EDGAR
2014-06-30	2014-07-14	13F-HR	View on EDGAR
2014-03-31	2014-05-09	13F-HR	View on EDGAR
2013-12-31	2014-02-13	13F-HR	View on EDGAR
2013-09-30	2013-10-31	13F-HR	View on EDGAR
2013-06-30	2013-07-31	13F-HR	View on EDGAR

FAQ

What is Massachusetts Mutual Life Insurance Co and what type of investor is it?

Massachusetts Mutual Life Insurance Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.2B, spread across 2 disclosed positions.

What are Massachusetts Mutual Life Insurance Co's largest equity positions?

Based on the latest 13F filing, Massachusetts Mutual Life Insurance Co's top holdings by market value are: 1. Invesco Ltd. (IVZ) — $2.0B (91.1%) 2. Jefferies Financial Group In (JEF) — $192.1M (8.9%)

What changes did Massachusetts Mutual Life Insurance Co make in its most recent portfolio filing?

No notable portfolio changes were recorded for Massachusetts Mutual Life Insurance Co in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Massachusetts Mutual Life Insurance Co focus on?

Massachusetts Mutual Life Insurance Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%

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View detail

Massachusetts Mutual Life Insurance Co 13F Holdings Tracker

CIK: 0000225602

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$2.2B

Reporting period: 2026-03-31 · Number of holdings: 2

MASSACHUSETTS MUTUAL LIFE INSURANCE CO disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.2B and a quarterly turnover rate of 11.2%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 100
Portfolio Stability: 11.21
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 4
Sizing Uniformity: 88.36

Recent moves

Add IVZ
0.0%　-$161.0M
Trim JEF
0.0%　-$96.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	IVZ	Invesco Ltd.	Stock-Financials	91.14%	+3.03%	—
2	JEF	Jefferies Financial Group In	Stock-Financials	8.86%	-3.03%	—

Portfolio Performance

Performance for Q3 2026

+14%

Performance Last 4 Quarters

+39.4%

Stdev: +34%
Beta: +1.53
Alpha: +8.3%
Max Drawdown: -29%
Annualized Perf: +29.2%
Batting Avg vs S&P: +50%
Sortino: +1.78
Stutzer: +0.28
Treynor: +0.2
Sterling: +1.28
Calmar: +1
Information Ratio: +0.58
Tracking Error: +28.2%
Stdev Down: +17.5%
Winning Months %: +65%
Losing Months %: +35%
Best 12 Months: +88.8%
Worst 12 Months: +27.7%
Efficiency Ratio: +0.33
Sharpe: +0.92
Stdev Sectors: 0%
Skewness: +0.53
Kurtosis: +0.66
Upside Potential: +3.68

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	2	$2.2B	11	1IVZ 2JEF Top holdings2026-03-31 1.IVZ 2.JEF
2025-12-31	2	$2.4B	12	1IVZ 2JEF Top holdings2025-12-31 1.IVZ 2.JEF
2025-09-30	2	$2.2B	37	1IVZ 2JEF Top holdings2025-09-30 1.IVZ 2.JEF
2025-06-30	2	$1.5B	0	1IVZ 2JEF Top holdings2025-06-30 1.IVZ 2.JEF
2025-03-31	2	$1.5B	100	1IVZ 2JEF Top holdings2025-03-31 1.IVZ 2.JEF
2024-12-31	2	$1.8B	0	1IVZ 2JEF Top holdings2024-12-31 1.IVZ 2.JEF
2024-09-30	2	$1.7B	0	1IVZ 2JEF Top holdings2024-09-30 1.IVZ 2.JEF
2015-03-31	46	$88.6M	93	1OEF 2IWP 3PKWUSD Top holdings2015-03-31 1.OEF 2.IWP 3.PKWUSD 4.EFV 5.73935A 6.VIG 7.73935X 8.VWO 9.VGK 10.SPY
2014-12-31	21	$33.2M	19	1PKWUSD273935A373935X Top holdings2014-12-31 1.PKWUSD 2.73935A 3.73935X 4.IWP 5.EEM 6.IEZ 7.IDV 8.EFA 9.QNDX 10.XLI
2014-09-30	25	$32.9M	11	1PKWUSD273935A3IWP Top holdings2014-09-30 1.PKWUSD 2.73935A 3.IWP 4.73935X 5.IEZ 6.EEM 7.IDV 8.EFA 9.QNDX 10.DRYS 5 12-01-14
2014-06-30	22	$30.6M	13	1PKWUSD273935A3IEZ Top holdings2014-06-30 1.PKWUSD 2.73935A 3.IEZ 4.IWP 5.73935X 6.EEM 7.IDV 8.EFA 9.QNDX 10.EMB
2014-03-31	20	$27.2M	14	1PKWUSD273935A3IWP Top holdings2014-03-31 1.PKWUSD 2.73935A 3.IWP 4.IEZ 5.73935X 6.EEM 7.IDV 8.QNDX 9.EFA 10.EMB
2013-12-31	20	$24.2M	100	1PKWUSD273935A3IEZ Top holdings2013-12-31 1.PKWUSD 2.73935A 3.IEZ 4.IWP 5.EEM 6.IDV 7.73935X 8.QNDX 9.EMB 10.EFA
2013-09-30	137	$104.8M	100	1VWO 2HYS373936Q Top holdings2013-09-30 1.VWO 2.HYS 3.73936Q 4.VNQ 5.IJH 6.EFA 7.IVV 8.PKWUSD 9.73935A 10.IEZ
2013-06-30	51	$24.6M	0	1PKWUSD273935A3IDV Top holdings2013-06-30 1.PKWUSD 2.73935A 3.IDV 4.XOM 5.GOOG 6.MSFT 7.MMM 8.QNDX 9.AEP 10.LOW

Holding changes this quarter

Position changes disclosed by Massachusetts Mutual Life Insurance Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IVZ	Invesco Ltd.	+3%	—	Unchanged
2	JEF	Jefferies Financial Group In	-3%	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-28	13F-HR	View on EDGAR
2025-12-31	2026-02-13	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-08-15	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-15	13F-HR	View on EDGAR
2015-03-31	2015-04-16	13F-HR	View on EDGAR
2014-12-31	2015-01-15	13F-HR	View on EDGAR
2014-09-30	2014-11-06	13F-HR	View on EDGAR
2014-06-30	2014-07-14	13F-HR	View on EDGAR
2014-03-31	2014-05-09	13F-HR	View on EDGAR
2013-12-31	2014-02-13	13F-HR	View on EDGAR
2013-09-30	2013-10-31	13F-HR	View on EDGAR
2013-06-30	2013-07-31	13F-HR	View on EDGAR

FAQ

What is Massachusetts Mutual Life Insurance Co and what type of investor is it?

What are Massachusetts Mutual Life Insurance Co's largest equity positions?

What changes did Massachusetts Mutual Life Insurance Co make in its most recent portfolio filing?

No notable portfolio changes were recorded for Massachusetts Mutual Life Insurance Co in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Massachusetts Mutual Life Insurance Co focus on?

Massachusetts Mutual Life Insurance Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%