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Massachusetts Mutual Life Insurance Co.

CIK:0000225602
Insurance Company
$312B AUM
2 holdings
Springfield, MA, United States
Founded:1851
10,614 employees
Latest filing:Jun 30, 2025

Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Springfield, Massachusetts, is a leading mutual life insurance company founded in 1851. The firm provides a range of financial products, including life, disability income and long term care insurance, annuities, retirement, and investment services. With over 10,000 employees worldwide, MassMutual operates as a mutual company managed for the benefit of its policyholders, serving individuals, families, and institutional clients primarily in the United States.

Investment Strategy

MassMutual pursues a holistic, long-term investment approach focused on ensuring the financial strength and stability of its mutual insurance offering. Its strategy centers on high-quality fixed income, diversified equity, alternatives, and direct investments, seeking to deliver value to policyholders through prudent risk management and sustainable returns. The firm invests across public and private markets, leveraging its affiliate Barings LLC for asset management and maintaining a broad mix of products to support client retirement, insurance, and wealth goals.

Latest 13F Filing Activity

Massachusetts Mutual Life Insurance Co. filed their most recent 13F report on Jun 30, 2025 disclosing 2 equity positions with a total 13F market value of $2B. The fund increased holdings in Invesco LTD, Jefferies Financial Group Inc.. Massachusetts Mutual Life Insurance Co. reduced exposure to Jefferies Financial Group Inc., Invesco LTD.

Top Buys
I
IVZINVESCO LTD
+$48.8M
J
JEFJEFFERIES FINANCIAL GROUP INC
+$5.2M
Top Sells
I
IVZINVESCO LTD
+$48.8M
J
JEFJEFFERIES FINANCIAL GROUP INC
+$5.2M

Top Holdings

I
IVZINVESCO LTD
+83.4%$1.28B
J
JEFJEFFERIES FINANCIAL GROUP INC
+16.6%$254.6M

Equity Positions (2)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
INVESCO LTD83.44%$1.28B81,332,319$17.56$15.77+$48.8M
JEFFERIES FINANCIAL GROUP INC16.56%$254.6M4,655,231$61.55$54.69+$5.2M

Industry Allocation

INVESTMENT ADVICE
+83.4%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+16.6%