Symetra Investment Management Co
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Symetra Investment Management Co reported 5 stock positions worth $406.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 64.0% of the portfolio, followed by SS Blackstone Sr Loan ETF (SRLN, 36.0%) and Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 0.0%). Compared with Q4 2024, it added to 1 and reduced 1. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +18%) and the biggest sale SS Blackstone Sr Loan ETF (SRLN, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Farmington, CT
- CIK
- 0001811513
- Portfolio Value
- $406.5M (Q1 2025)
- SEC Filing
- 0001811513-25-000009 ↗ filed May 12, 2025
Holdings Value
Holdings 5 stocks · $406.5M
Portfolio Sells Q4 2024 → Q1 2025
| SRLN SS Blackstone Sr Loan ETF | Reduce -13.4% | 35.95% | −6.47 |
Portfolio Buys Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Add +18.1% | 64.04% | +6.47 |
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 |