DFX Intelligence
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Allocators
Houston, TX
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | n/a | n/a | n/a | n/a | $169M | Dec 31, 2025 | Reported |
| Fixed maturities, available for sale | n/a | n/a | n/a | 81 | $1.9B | Dec 31, 2025 | Reported |
| Fixed maturities, held to maturity | n/a | n/a | n/a | 1 | $32.8M | Dec 31, 2025 | Reported |
| Equity method investments | n/a | n/a | n/a | 3 | $77.4M | Dec 31, 2025 | Reported |
| Other long-term investments (limited partnerships and other) | n/a | n/a | n/a | 3 | $58.6M | Dec 31, 2025 | Reported |
| Mortgage loans | n/a | n/a | n/a | 0 | $9.9M | Dec 31, 2025 | Reported |