Symetra Investment Management Co
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Symetra Investment Management Co reported 5 stock positions worth $281.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 62.1% of the portfolio, followed by SS Blackstone Sr Loan ETF (SRLN, 37.9%) and Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 0.0%). Compared with Q2 2024, it reduced 2. The biggest sale was SS Blackstone Sr Loan ETF (SRLN, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Farmington, CT
- CIK
- 0001811513
- Portfolio Value
- $281.3M (Q3 2024)
- SEC Filing
- 0001811513-24-000015 ↗ filed Nov 13, 2024
Holdings Value
Holdings 5 stocks · $281.3M
| VTI VG Morningstar TS MKT ETF-US | 62.13% | 617,288 | $174.8M | Reduce -3.6% |
| SRLN SS Blackstone Sr Loan ETF | 37.86% | 2,550,700 | $106.5M | Reduce -14.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 100 | $8K | No change |
| AMPY Amplify Energy Corp. | 0.00% | 499 | $3K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 15 | $1K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $1.1B | VCIT, VTI, HYG, BKLN, LQD |
| Q1 2026 | 6 | $1.2B | VTI, VCIT, LQD, HYG, BKLN |
| Q4 2025 | 7 | $568.2M | VTI, LQD, SRLN, BKLN, HYG |
| Q3 2025 | 6 | $455.1M | VTI, SRLN, BKLN, HYG, AMPY |
| Q2 2025 | 5 | $381.8M | VTI, SRLN, HYG, AMPY, LYB |
| Q1 2025 | 5 | $406.5M | VTI, SRLN, HYG, AMPY, LYB |
| Q4 2024 | 5 | $403.8M | VTI, SRLN, HYG, AMPY, LYB |
| Q3 2024 | 5 | $281.3M | VTI, SRLN, HYG, AMPY, LYB |
| Q2 2024 | 5 | $295.9M | VTI, SRLN, HYG, AMPY, LYB |
| Q1 2024 | 5 | $249.5M | VTI, SRLN, HYG, AMPY, LYB |