SENTRY INVESTMENT MANAGEMENT LLC

All 13F Filings

Location
Stevens Point, WI
Most recent 13F
Q4 2025
Holdings value ($000)
152,277
Description
Website
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
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
Stocks 152.3 K 100.0% 2.403 K 0 2.403 K
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Fund Snapshot

Q4 2025
Latest filed
2/4/2026
Total value ($000)
152,277
Holdings
514
QoQ value change ($000)
2,403 (1.6%)
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.