13F Insight
DOSSIER · 13F-HR · Q1 2026

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

$2.2B in tracked AUM across 2 positions as of Q1 2026.

MM
CIK 0000225602 · last filed Mar 31, 2026
Total AUM
$2.2B
as of Q1 2026
Holdings
2
—
positions
Whale Score
82
82
strong
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

The SEC 13F filing for Massachusetts Mutual Life Insurance Co (MassMutual) reveals a highly concentrated portfolio with a total market value of approximately $2.17 billion as of September 30, 2025. The portfolio is exceptionally narrow, comprising only two holdings. This represents a significant shift in capital allocation, as the total portfolio value surged by 41.2% from the previous quarter's $1.54 billion. The structure of this portfolio suggests a specialized non-cor...

Key Holdings

The portfolio is dominated by two major positions, with Invesco Ltd (IVZ) acting as the primary anchor. Invesco represents 85.97% of the total portfolio, consisting of 81.33 million shares valued at $1.87 billion. This overwhelming allocation indicates a strategic stake rather than a passive investment, suggesting MassMutal may have a specific corporate governance interest or a long-term view on the asset management sector's consolidation.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G491BT108
INVESCO LTD
$2.0B81.3M91.1%02
JEF
JEFFERIES FINANCIAL GROUP INC
$192M4.7M8.9%

Filing history

2026Q1Mar 31
$2.2B▼ 10.6%
2 positionsView →2025Q4Dec 31
$2.4B▲ 11.7%
2 positionsView →2025Q3Sep 30
$2.2B▲ 41.2%
2 positionsView →2025Q2Jun 30
$1.5B▲ 3.6%
2 positionsLocked2025Q1Mar 31
$1.5B▼ 17.0%
2 positionsLocked2024Q4Dec 31
$1.8B▲ 4.2%
2 positionsLocked2024Q3Sep 30
$1.7B▲ 1835.0%
2 positionsLocked2015Q1Mar 31
$89M▲ 167.2%
46 positionsLocked2014Q4Dec 31
$33M▲ 0.7%
21 positionsLocked2014Q3Sep 30
$33M▲ 7.5%
25 positionsLocked2014Q2Jun 30
$31M▲ 12.8%
22 positionsLocked2014Q1Mar 31
$27M▲ 12.4%
20 positionsLocked
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