Products & Services · Cash Surrender Value
Fixed rate annuities — Cash Surrender Value
KKR & Co. Fixed rate annuities — Cash Surrender Value increased by 0.2% to $53.07B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 5.3%, from $50.42B to $53.07B. Over 3 years (FY 2022 to FY 2025), Fixed rate annuities — Cash Surrender Value shows an upward trend with a 11.8% CAGR.
Analysis
StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ4 2025
Rolls up toCash surrender value
How to read this metric
High surrender values relative to liquid assets indicate potential liquidity risk, while stable or growing values indicate a healthy, long-term policyholder base.
Detailed definition
This represents the total amount that policyholders are entitled to receive if they choose to terminate their annuity co...
Peer comparison
Standard metric for insurance companies to assess surrender risk and liquidity needs.
Metric ID:
kkr_segment_fixed_rate_annuities_cash_surrender_valueHistorical Data
16 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $36.38B | $36.55B | $38.20B | $39.04B | $40.42B | $39.74B | $40.15B | $43.59B | $45.61B | $46.94B | $48.73B | $50.42B | $51.63B | $51.95B | $52.95B | $53.07B |
| QoQ Change | — | +0.5% | +4.5% | +2.2% | +3.5% | -1.7% | +1.0% | +8.6% | +4.6% | +2.9% | +3.8% | +3.5% | +2.4% | +0.6% | +1.9% | +0.2% |
| YoY Change | — | — | — | — | +11.1% | +8.7% | +5.1% | +11.7% | +12.8% | +18.1% | +21.4% | +15.7% | +13.2% | +10.7% | +8.6% | +5.3% |
Range$36.38B – $53.07B
CAGR+10.6%
Avg YoY Growth+11.9%
Median YoY Growth+11.4%
Current Streak10 quarters growth
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Frequently Asked Questions
- What is KKR & Co.'s fixed rate annuities — cash surrender value?
- KKR & Co. (KKR) reported fixed rate annuities — cash surrender value of $53.07B in Q4 2025.
- How has KKR & Co.'s fixed rate annuities — cash surrender value changed year-over-year?
- KKR & Co.'s fixed rate annuities — cash surrender value increased by 5.3% year-over-year, from $50.42B to $53.07B.
- What is the long-term trend for KKR & Co.'s fixed rate annuities — cash surrender value?
- Over 3 years (2022 to 2025), KKR & Co.'s fixed rate annuities — cash surrender value has grown at a 11.8% compound annual growth rate (CAGR), from $150.16B to $209.60B.
- What does fixed rate annuities — cash surrender value mean?
- The total amount policyholders can withdraw if they cancel their annuity contracts.