SENTRY INVESTMENT MANAGEMENT LLC
All 13F Filings
- Location
- Stevens Point, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,962
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 1 | 167,962 | 13F-HR | SENTRY INVESTMENT MANAGEMENT LLC |
| Q1 2026 | 5/7/2026 | 1 | 145,741 | 13F-HR | SENTRY INVESTMENT MANAGEMENT LLC |
| Q4 2025 | 2/4/2026 | 514 | 152,277 | 13F-HR | SENTRY INVESTMENT MANAGEMENT LLC |
| Q3 2025 | 11/5/2025 | 527 | 149,874 | 13F-HR | SENTRY INVESTMENT MANAGEMENT LLC |
| Q2 2025 | 7/29/2025 | 498 | 181,361 | 13F-HR | SENTRY INVESTMENT MANAGEMENT LLC |
| Q2 2014 | 8/4/2014 | 531 | 1,933,827 | 13F-HR | SENTRY INVESTMENT MANAGEMENT INC |
| Q1 2014 | 5/12/2014 | 528 | 1,899,674 | 13F-HR | SENTRY INVESTMENT MANAGEMENT INC |
| Q4 2013 | 2/10/2014 | 523 | 1,852,012 | 13F-HR | SENTRY INVESTMENT MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 168 K | 100.0% | 22.22 K | 0 | 22.22 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
167,962
Holdings
1
QoQ value change ($000)
22,221
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.