Megan Hatt
Symetra Investment Management Co
Assets Managed
$1.154B
Holdings
6
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
103.16%(2Q avg: 64.02%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Symetra Investment Management Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 6 positions.
Assets under management
The assets under management (AUM) of Symetra Investment Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.154B in assets, with a quarterly growth rate of 103.16% and a 2-quarter average growth rate of 64.02%. The portfolio is managed by Megan Hatt, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTI Vanguard Total Stock Mkt Etf
| 34.27% | $395.573M 1.233M shares@ $320.81 avg price | Increased 8.35% |
VCIT Vanguard Int-term Corporate
| 22.46% | $259.274M 3.133M shares@ $82.75 avg price | New Position |
LQD Ishares Iboxx Investment Gra
| 22.4% | $258.511M 2.372M shares@ $108.99 avg price | Increased 133.53% |
HYG Ishares Iboxx High Yld Corp
| 9.33% | $107.631M 1.353M shares@ $79.57 avg price | Increased 5298.35% |
BKLN Invesco Senior Loan Etf
| 6.36% | $73.417M 3.597M shares@ $20.42 avg price | Increased 583.54% |
SRLN Spdr Blackstone Senior Loan
| 5.2% | $60.013M 1.495M shares@ $40.15 avg price |
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