MM
Massachusetts Mutual Life Insurance Co 13F Filing (Q2 2026) — Top Positions & Stock Picks
Massachusetts Mutual Life Insurance CoCIK: 0000225602
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$2.4B
Reporting period: 2026-06-30 · Number of holdings: 2
MASSACHUSETTS MUTUAL LIFE INSURANCE CO disclosed 2 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $2.4B and a quarterly turnover rate of 9.3%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 9.3
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 4
- Sizing Uniformity
- 88.62
Massachusetts Mutual Life Insurance Co's disclosed holdings carry a Herfindahl concentration index of 0.824 — mathematically equivalent to about 1 equally-sized positions, well below its 2 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.14), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim IVZ
0.0% $170.8M
Add JEF
0.0% $40.5M
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 | 90.22% | -0.92% | — | |
| 2 | JEF | Jefferies Financial Group In | Stock-Financials | 9.78% | +0.92% | — |
Portfolio Performance
Performance for Q3 2026
+14.8%
Performance Last 4 Quarters
+44.6%
- Stdev
- +33.6%
- Beta
- +1.58
- Alpha
- +10.4%
- Max Drawdown
- -29%
- Annualized Perf
- +34.9%
- Batting Avg vs S&P
- +52.4%
- Sortino
- +2.08
- Stutzer
- +0.32
- Treynor
- +0.22
- Sterling
- +1.54
- Calmar
- +1.2
- Information Ratio
- +0.71
- Tracking Error
- +27.7%
- Stdev Down
- +17.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +88.8%
- Worst 12 Months
- +27.7%
- Efficiency Ratio
- +0.4
- Sharpe
- +1.06
- Stdev Sectors
- 0%
- Skewness
- +0.43
- Kurtosis
- +0.56
- Upside Potential
- +3.94
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 2 | $2.4B | 9 | ||
| 2026 Q1 | 2 | $2.2B | 11 | ||
| 2025 Q4 | 2 | $2.4B | 12 | ||
| 2025 Q3 | 2 | $2.2B | 37 | ||
| 2025 Q2 | 2 | $1.5B | 0 | ||
| 2025 Q1 | 2 | $1.5B | 100 | ||
| 2024 Q4 | 2 | $1.8B | 0 | ||
| 2024 Q3 | 2 | $1.7B | 0 | ||
| 2015 Q1 | 46 | $88.6M | 93 | ||
| 2014 Q4 | 21 | $33.2M | 19 | ||
| 2014 Q3 | 25 | $32.9M | 11 | ||
| 2014 Q2 | 22 | $30.6M | 13 | ||
| 2014 Q1 | 20 | $27.2M | 14 | ||
| 2013 Q4 | 20 | $24.2M | 100 | ||
| 2013 Q3 | 137 | $104.8M | 100 | ||
| 2013 Q2 | 51 | $24.6M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEF | Jefferies Financial Group In | +0.9% | — | Unchanged |
| 2 | IVZ | Invesco Ltd. | -0.9% | — | Unchanged |
Filing History
FAQ
What is Massachusetts Mutual Life Insurance Co and what type of investor is it?
Massachusetts Mutual Life Insurance Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $2.4B, 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) — $2.1B (90.2%)
2. Jefferies Financial Group In (JEF) — $232.6M (9.8%)
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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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Massachusetts Mutual Life Insurance Co returned an annualized 34.9% over the trailing 21 months — outperforming the S&P 500 by 10.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.58 (more volatile than the market) and a 52% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Financials.
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Developer Access
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