Chubb Universal Life — Policyholder Account Balance, Surrender and Withdrawal remained flat by 0.0% to $33.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 13.8%, from $29.00M to $33.00M. Over 3 years (FY 2021 to FY 2025), Universal Life — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 34.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase in surrenders may signal poor customer retention or competitive pressure from other financial products.
This tracks the total outflows resulting from policyholders voluntarily withdrawing funds or surrendering their universa...
Standard metric for measuring policyholder attrition and liquidity outflows in life insurance.
cb_segment_universal_life_policyholder_account_balance_surrender_and_withdrawal| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $12.75M | $12.75M | $12.75M | $14.00M | $23.00M | $18.00M | $15.00M | $21.00M | $26.00M | $53.00M | $32.00M | $33.00M | $30.00M | $27.00M | $29.00M | $28.00M | $34.00M | $33.00M | $33.00M |
| QoQ Change | — | +0.0% | +0.0% | +9.8% | +64.3% | -21.7% | -16.7% | +40.0% | +23.8% | +103.8% | -39.6% | +3.1% | -9.1% | -10.0% | +7.4% | -3.4% | +21.4% | -2.9% | +0.0% |
| YoY Change | — | — | — | — | +80.4% | +41.2% | +7.1% | -8.7% | +44.4% | — | +113.3% | +57.1% | +15.4% | -49.1% | -9.4% | -15.2% | +13.3% | +22.2% | +13.8% |