Symetra Investment Management Co
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Symetra Investment Management Co reported 6 stock positions worth $1.2 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 34.3% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 22.5%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 22.4%). Compared with Q4 2025, it opened 1 new position, sold out of 2 and added to 4. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale an exit from Amplify Energy (AMPY).
- Most Recent 13F
- Q2 2026
- Location
- Farmington, CT
- CIK
- 0001811513
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001811513-26-000010 ↗ filed May 7, 2026
Holdings Value
Holdings 6 stocks · $1.2B
| VTI VG Morningstar TS MKT ETF-US | 34.27% | 1,233,045 | $395.6M | Add +8.3% |
| VCIT Vanguard Int-Term Corporate | 22.46% | 3,133,225 | $259.3M | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 22.39% | 2,371,880 | $258.5M | Add +133.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 9.32% | 1,352,825 | $107.6M | Add +5298.3% |
| BKLN Invesco Senior Loan ETF | 6.36% | 3,597,095 | $73.4M | Add +583.5% |
| SRLN SS Blackstone Sr Loan ETF | 5.20% | 1,495,085 | $60.0M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |