Symetra Investment Management Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Symetra Investment Management Co reported 7 stock positions worth $568.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 67.1% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 19.7%) and SS Blackstone Sr Loan ETF (SRLN, 10.9%). Compared with Q3 2025, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Ishr Ibx Usd Invgd CB ETF-Ui (LQD) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Farmington, CT
- CIK
- 0001811513
- Portfolio Value
- $568.2M (Q4 2025)
- SEC Filing
- 0001811513-26-000006 ↗ filed Feb 13, 2026
Holdings Value
Holdings 7 stocks · $568.2M
| VTI VG Morningstar TS MKT ETF-US | 67.15% | 1,138,050 | $381.6M | Reduce -1.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 19.70% | 1,015,680 | $111.9M | New |
| SRLN SS Blackstone Sr Loan ETF | 10.86% | 1,495,085 | $61.7M | Reduce -4.4% |
| BKLN Invesco Senior Loan ETF | 1.94% | 526,250 | $11.1M | Reduce -2.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 25,060 | $2.0M | Add +24960.0% |
| AMPY Amplify Energy Corp. | 0.00% | 499 | $2K | No change |
| LYB Lyondellbasell Indu Class A | 0.00% | 15 | $1K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |