MASSACHUSETTS MUTUAL LIFE INSURANCE CO JEF — JEFFERIES FINANCIAL GROUP INC

Ownership history in MASSACHUSETTS MUTUAL LIFE INSURANCE CO  ·  8 quarters on record

AI Ownership Summary

MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported JEFFERIES FINANCIAL GROUP INC (JEF) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 20.43% in 2024 Q4. The latest visible filing shows JEF at 9.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASSACHUSETTS MUTUAL LIFE INSURANCE CO's position in JEFFERIES FINANCIAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JEF was reported at 9.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.43% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JEF stock page MASSACHUSETTS MUTUAL LIFE INSURANCE CO fund profile MASSACHUSETTS MUTUAL LIFE INSURANCE CO full holdings
How MASSACHUSETTS MUTUAL LIFE INSURANCE CO held JEF — position size vs. price
% of Fund (quarterly)    JEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,654,362 — 0% 9.78% $232.6M 2026-08-07 $56.62
2026 Q1 UNCHANGED — — — 4,654,362 — 0% 8.86% $192.1M 2026-04-28 $47.77
2025 Q4 REDUCED — — — 4,654,362 -869 -0.0% 11.89% $288.4M 2026-02-13 $52.91
2025 Q3 UNCHANGED — — — 4,655,231 — 0% 14.03% $304.5M 2025-11-04 $51.83
2025 Q2 UNCHANGED — — — 4,655,231 — 0% 16.56% $254.6M 2025-08-15 $58.51
2025 Q1 UNCHANGED — — — 4,655,231 — 0% 16.81% $249.4M 2025-05-14 $52.29
2024 Q4 ADDED — — — 4,655,231 +869 +0.0% 20.43% $365.0M 2025-02-13 $67.96
2024 Q3 INITIATED — — — 4,654,362 — — 16.71% $286.5M 2024-11-15 $70.79

🏢 Other funds also holding JEF

As of 2026 Q2 — sorted by position size

Mraz, Amerine & Associates, Inc. 3Y 7Y 4.42% Merrion Investment Management Co, LLC 3Y 3.5% Ervin Investment Management, LLC 3Y 2.5% Rock Point Advisors, LLC 3Y 7Y 2.37% Poehling Capital Management, INC. 3Y 7Y 1.31% Waterfront Wealth Inc. 3Y 1.17% Alessandra Capital Management, LLC 1.13% Intrinsic Value Partners, LLC 3Y 1.09% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.99% CHECK CAPITAL MANAGEMENT INC/CA 3Y 7Y 0.94%

FAQ About MASSACHUSETTS MUTUAL LIFE INSURANCE CO and JEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported owning JEF?

MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported JEF across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported JEF position in MASSACHUSETTS MUTUAL LIFE INSURANCE CO's portfolio?

The largest reported portfolio weight for JEF was 20.43% in 2024 Q4.

What is the latest reported JEF position on this page?

The most recent filing on this page is 2026 Q2, when MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported 4,654,362 shares, equal to 9.78% of portfolio, with an estimated market value of $232.6M.

What does the chart on this JEF ownership page compare?

The chart compares MASSACHUSETTS MUTUAL LIFE INSURANCE CO's quarterly JEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MASSACHUSETTS MUTUAL LIFE INSURANCE CO time their JEF position?

Based on 13F filing dates vs. subsequent JEF price moves, MASSACHUSETTS MUTUAL LIFE INSURANCE CO correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on JEF relative to SPY over the holding period was -26.1%.

← Back to MASSACHUSETTS MUTUAL LIFE INSURANCE CO Holdings