Products & Services · Policyholder Account Balance, Surrender and Withdrawal
Annuities — Policyholder Account Balance, Surrender and Withdrawal
Chubb Annuities — Policyholder Account Balance, Surrender and Withdrawal decreased by 20.0% to $8.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 11.1%, from $9.00M to $8.00M. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2023
Last reportedQ1 2026Apr 28, 2026
How to read this metric
Lower surrender rates are generally preferred as they indicate higher customer retention and stability of the asset base.
Detailed definition
This metric measures the total outflows resulting from policyholders terminating their contracts early or making partial...
Peer comparison
Standard industry metric for monitoring lapse and surrender risk in annuity portfolios.
Metric ID:
cb_segment_annuities_policyholder_account_balance_surrender_and_withdrawalHistorical Data
10 periods
| Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $11.00M | $10.00M | $10.00M | $10.00M | $9.00M | $9.00M | $8.00M | $7.00M | $10.00M | $8.00M |
| QoQ Change | — | -9.1% | +0.0% | +0.0% | -10.0% | +0.0% | -11.1% | -12.5% | +42.9% | -20.0% |
| YoY Change | — | — | — | — | -18.2% | -10.0% | -20.0% | -30.0% | +11.1% | -11.1% |
Range$7.00M – $11.00M
CAGR-13.2%
Avg YoY Growth-13.0%
Median YoY Growth-14.6%
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Frequently Asked Questions
- What is Chubb's annuities — policyholder account balance, surrender and withdrawal?
- Chubb (CB) reported annuities — policyholder account balance, surrender and withdrawal of $8.00M in Q1 2026.
- How has Chubb's annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
- Chubb's annuities — policyholder account balance, surrender and withdrawal decreased by 11.1% year-over-year, from $9.00M to $8.00M.
- What does annuities — policyholder account balance, surrender and withdrawal mean?
- The total value of funds withdrawn or surrendered by annuity policyholders.