| Relationships | Role | Relationship Start | Relationship End |
| Pheasant Asset Management, Inc. | Parent | 4/3/2012 | 2/28/2015 |
| Intrawest Asset Management, Inc. | Parent | 6/30/2007 | 4/2/2012 |
| Intrawest Asset Management, Inc. | Parent | 1/15/1993 | 6/29/2007 |
| Wells Fargo & Company | Parent | 2/28/1992 | 1/14/1993 |
| Wells Fargo & Company | Parent | 4/19/1991 | 2/27/1992 |
| United Banks Of Colorado, Inc. | Parent | 5/1/1987 | 4/18/1991 |
| Intrawest Financial Corporation | Parent | 12/19/1985 | 4/30/1987 |
| Ruby Asset Management Inc. | Subsidary | 5/1/2012 | 2/28/2015 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Re, Inc. | Buyer | Discontinued | 3/1/2015 | ||
| Blue Spirit Insurance Company | Seller | Discontinued | 5/1/2012 | ||
| Great Plains Insurance Company | Seller | Discontinued | 5/1/2012 | ||
| Golden Pacific Insurance Company | Seller | Discontinued | 5/1/2012 |