Symetra Investment Management Co
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Symetra Investment Management Co reported 6 stock positions worth $455.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 83.2% of the portfolio, followed by SS Blackstone Sr Loan ETF (SRLN, 14.3%) and Invesco Senior Loan ETF (BKLN, 2.5%). Compared with Q2 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Invesco Senior Loan ETF (BKLN).
- Most Recent 13F
- Q2 2026
- Location
- Farmington, CT
- CIK
- 0001811513
- Portfolio Value
- $455.1M (Q3 2025)
- SEC Filing
- 0001811513-25-000039 ↗ filed Nov 12, 2025
Holdings Value
Holdings 6 stocks · $455.1M
| VTI VG Morningstar TS MKT ETF-US | 83.23% | 1,154,095 | $378.7M | Add +10.7% |
| SRLN SS Blackstone Sr Loan ETF | 14.29% | 1,564,215 | $65.0M | No change |
| BKLN Invesco Senior Loan ETF | 2.48% | 538,250 | $11.3M | New |
| 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 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |