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Massachusetts Mutual Life Insurance’s Jefferies Financial Group JEF Stock Holding History

Massachusetts Mutual Life Insurance’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233M Hold
4,654,362
– – 9.78% 2
2026
Q1 		$192M Hold
4,654,362
– – 8.86% 2
2025
Q4 		$288M Sell
4,654,362
-869
-0% -$49.8K 11.89% 2
2025
Q3 		$305M Hold
4,655,231
– – 14.03% 2
2025
Q2 		$255M Hold
4,655,231
– – 16.56% 2
2025
Q1 		$249M Hold
4,655,231
– – 16.81% 2
2024
Q4 		$365M Buy
4,655,231
+869
+0% +$62.5K 20.43% 2
2024
Q3 		$286M Buy
+4,654,362
New +$264M 16.71% 2

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Mutual Life Insurance's JEF Position: Q2 2026 in Review

Massachusetts Mutual Life Insurance held its Jefferies Financial Group (JEF) position steady in Q2 2026 at 4,654,362 shares worth $233M. The position accounts for 9.78% of the portfolio, ranked #2.

Massachusetts Mutual Life Insurance first reported a position in JEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $365M in Q4 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Massachusetts Mutual Life Insurance held 4,654,362 shares of Jefferies Financial Group worth $233M as of Q2 2026.
  • Massachusetts Mutual Life Insurance left its Jefferies Financial Group share count unchanged in Q2 2026.
  • Jefferies Financial Group made up 9.78% of Massachusetts Mutual Life Insurance's portfolio in Q2 2026, its #2 holding.
  • Massachusetts Mutual Life Insurance first reported a position in Jefferies Financial Group in Q3 2024 and has held it in 8 quarters since.
  • Massachusetts Mutual Life Insurance's Jefferies Financial Group position peaked at $365M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q2 2026, filed 7 Aug 2026.