Arkolith/Funds/Massachusetts Mutual Life Insurance Co

Massachusetts Mutual Life Insurance Co

CIK 225602Insurance
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Massachusetts Mutual Life Insurance Co holds a concentrated book of 2 reported positions worth $2.4B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Invesco Ltd at 90% of the reported non-option book.

Massachusetts Mutual Life Insurance Co files as an insurer: this book is the equity sleeve of its general account.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Excluding Invesco Ltd (90% of the book), the rest is a concentrated book:

Top 5 of the rest
100%
Top 10 of the rest
100%
Top 20 of the rest
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Financials
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Funds with the most overlap

Other tracked managers holding the same core names as Massachusetts Mutual Life Insurance Co

Manager / fundShared namesTheir $ in those
Endure Capital Management, LLC2 / 2$13.6M
Poehling Capital Management, INC.2 / 2$12.8M
Friedenthal Financial2 / 2$2.2M
Lecap Asset Management Ltd2 / 2$2.0M
Wedge Capital Management L L P2 / 2$34.0M
Fox Run Management, L.L.C.2 / 2$3.1M
Engineers Gate Manager LP2 / 2$37.9M
Bayesian Capital Management, LP2 / 2$741K

Ranked by the share of each fund's own book sitting in the names it shares with Massachusetts Mutual Life Insurance Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

2 positions
Invesco Ltd is 90.2% of the book
#SecurityValueShares% PortLast moveHistory
1Invesco Ltd
COM
$2.1B81.33M
90.2%
Held
2Jefferies Financial Group Inc
COM
$232.6M4.65M
9.8%
Held
Showing all 2 positions
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Filing history

As-of date vs the date the SEC received each filing

$2.4B · Q4 2025Q3 2013 · $104.8MQ2 2026 · $2.4B

Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d2$2.4B13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d2$2.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d2$2.4B13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d2$2.2B13F-HR
Q2 2025Jun 30, 2025Aug 15, 202546d2$1.5B13F-HR
Q1 2025Mar 31, 2025May 14, 202544d2$1.5B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d2$1.8B13F-HR
Q3 2024Sep 30, 2024Nov 15, 202446d2$1.7B13F-HR
Q1 2015Mar 31, 2015Apr 16, 201516d46$88.6M13F-HR
Q4 2014Dec 31, 2014Jan 15, 201515d21$33.2M13F-HR
Q3 2014Sep 30, 2014Nov 6, 201437d25$32.9M13F-HR
Q2 2014Jun 30, 2014Jul 14, 201414d22$30.6M13F-HR
Q1 2014Mar 31, 2014May 9, 201439d20$27.2M13F-HR
Q4 2013Dec 31, 2013Feb 13, 201444d20$24.2M13F-HR
Q3 2013Sep 30, 2013Oct 31, 201331d137$104.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.