Symetra Investment Management Co.
Symetra Investment Management Company (SIM) is a registered investment advisor offering discretionary investment advisory services to institutional clients, focusing on fixed income and alternative asset classes.
Investment Strategy
Traditional investment-grade fixed income, high-yield, bank loans, structured credit, alternatives and customized liability solutions.
Latest 13F Filing Activity
Symetra Investment Management Co. filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $382M. The fund increased holdings in Vanguard, Blackrock, Inc., Amplify Energy Corp. among other positions. Symetra Investment Management Co. reduced exposure to State Street Corporation, Blackrock, Inc., Amplify Energy Corp. among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD | 82.96% | $316.7M | 1,042,140 | $249.90 | $303.93 | +$56.4M |
S SRLN | STATE STREET CORPORATION | 17.04% | $65.1M | 1,564,215 | $41.74 | $41.59 | -$81.1M |
H HYG | BLACKROCK, INC. | 0.00% | $8.0K | 100 | $73.72 | $80.65 | $0 |
A AMPY | AMPLIFY ENERGY CORP | 0.00% | $2.0K | 499 | $5.32 | $3.20 | $0 |
L LYB | LYONDELLBASELL INDUSTRIES | 0.00% | $1.0K | 15 | $102.80 | $57.86 | $0 |
Industry Allocation
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