MASSACHUSETTS MUTUAL LIFE INSURANCE CO
Long book
$2.17B
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsMASSACHUSETTS MUTUAL LIFE INSURANCE CO is a diversified fundamental manager, specialised in financials (100% of the long book), running a $2.17B US long book across 2 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: INVESCO LTD, JEFFERIES FINANCIAL GROUP IN.
Over the last 7 quarters its long book ran on average 3.2pp per quarter ahead of the S&P 500, beating the index in 3 of 7 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
+5.3%
Q4 2024
-16.1%
Q1 2025
+4.9%
Q2 2025
+42.5%
Q3 2025
+12.7%
Q4 2025
-9.9%
Q1 2026
+13.5%
Sector allocation
Financials 100%
Long book by quarter
What does MASSACHUSETTS MUTUAL own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 2 | $2.17B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 2 | $2.43B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 2 | $2.17B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 15, 2025 | 2 | $1.54B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 2 | $1.48B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 2 | $1.79B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 15, 2024 | 2 | $1.71B | canonical | SEC ↗ |
| Q2 2024 | 13F-NT | Jul 16, 2024 | — | $0 | SEC ↗ | |
| Q1 2024 | 13F-NT | Apr 16, 2024 | — | $0 | SEC ↗ |