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Insurance Company Allocator Webpage (Unanchored URL) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Bristol, TN

Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

$30.9B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($2.29B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Private Equity, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$2.29B
Total AUM: $30.9B
Median Disclosed Amount
$79.0M
Range: $65.0M – $113.7M
Disclosed Fund Multiples
12.4% Mean IRR (n=16) · 1.68x Mean TVPI (n=16)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Harvest Partners XIII, L.P. Buyout 2025
$92.0M
General webpage link · Exact filing & amount pending · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Warburg Pincus Capital Corp. XV Buyout 2025
$77.0M
General webpage link · Exact filing & amount pending · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Rialto Real Estate Fund IV - Debt, LP Real Estate 2025
$69.0M
General webpage link · Exact filing & amount pending · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
High Street Logistics Value Fund I Real Estate 2024
$73.0M
General webpage link · Exact filing & amount pending · As of March 2026
General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)
CapRock Partners Industrial Value-Add Fund IV Real Estate 2023
$95.0M
General webpage link · Exact filing & amount pending · As of March 2026
General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account (Insurance Company, $30.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 10.0% vs. 7.0% Actual; $927.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$417M–$788M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 10.0% vs 7.0% actual on $30.9B total assets). Gatekeeper / Intake Conduit: Albourne Partners.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

483 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account (26 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Merck & Co. US Pension Plan Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CapRock Partners Industrial Value-Add Fund IV (2023 Vintage)
Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account: $95.0M · Allocator Webpage (Unanchored URL)
Merck & Co. US Pension Plan Trust: $32.0M · SEC EDGAR Filing

Additional shared vehicles: CapVest Equity Partners V (2023 Vintage) · Cap Meridian Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Doylestown Cohasset Pendleton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Doylestown, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CapVest Equity Partners V (2023 Vintage)
Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account: $79.0M · Allocator Webpage (Unanchored URL)
Doylestown Cohasset Pendleton Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B

Additional shared vehicles: CapRock Partners Industrial Value-Add Fund IV (2023 Vintage) · Cap Meridian Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Credit Opportunities Fund VI (2023 Vintage)
Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account: $84.2M · Allocator Webpage (Unanchored URL)
Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust: $31.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CapRock Partners Industrial Value-Add Fund IV (2023 Vintage) · CapVest Equity Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+480 Additional Institutional LPs Report Shared Vehicles with Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

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Request Pilot Access to Full Workspace Data for Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

You are viewing 5 open public preview records (out of 28 total tracked records for Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (483 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

Frequently Asked Questions: Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account

What type of institutional allocator is Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account and what is their typical disclosed ticket size?

Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account is categorized under Insurance Company (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Bristol, TN). Across 28 historical disclosure records tracked on Prilago ($2.29B total parsed USD across disclosed rows), the median disclosed amount is $79.0M (range: $65.0M to $113.7M).

Which private-market strategies appear in Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account's public disclosures?

Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account has disclosed records across Buyout, Real Estate, Private Credit, Private Equity, Secondaries. Open preview records include Harvest Partners XIII, L.P. (2025 Vintage), Warburg Pincus Capital Corp. XV (2025 Vintage), Rialto Real Estate Fund IV - Debt, LP (2025 Vintage), High Street Logistics Value Fund I (2024 Vintage).

How are Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account's historical records substantiated and separated from active searches on Prilago?

Records for Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account cite primary public disclosures (Allocator Webpage (Unanchored URL)), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/holston-halifax-fitzgerald-mutual-and-casualty-insurance-general-account or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account?

In Prilago's bilateral commitment graph, Holston Halifax Fitzgerald Mutual & Casualty Insurance General Account shares resolved underlying fund vehicles with 483 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Merck & Co. US Pension Plan Trust (13 shared vehicles, e.g. CapRock Partners Industrial Value-Add Fund IV (2023 Vintage)), Doylestown Cohasset Pendleton Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. CapVest Equity Partners V (2023 Vintage)), Brazosport Champlain Valley Westbrook Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Carlyle Credit Opportunities Fund VI (2023 Vintage)).

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