Discontinued — last reported Q4 '25
Higher balances indicate strong asset accumulation and customer retention in investment-oriented insurance products.
This represents the accumulated value of funds held on behalf of policyholders in investment-linked products such as uni...
Standard for insurers with significant annuity or universal life segments; peers show similar trends based on market performance and product sales.
ins_policyholder_account_balances| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Workplace Savings And Retirement Solutions | $13.29B | $13.64B | $13.98B | $14.38B | $14.69B | $15.08B | $15.81B | $16.39B |
| Universal Life | $6.90B | $6.91B | $6.95B | $6.91B | $6.86B | $6.86B | $6.87B | $6.85B |
| Variable Annuity | $838.00M | $1.30B | $1.91B | $2.23B | $2.76B | $3.25B | $4.27B | $4.52B |
| Deferred Fixed Annuity | $4.90B | $4.67B | $4.46B | $4.29B | $4.09B | $3.93B | $3.73B | $3.56B |
| Total | — | — | — | — | — | — | — | — |
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Segment Retirement And Income Solutions | $19.03B | $19.61B | $20.35B | $20.90B | $21.54B | $22.26B | $23.81B | $24.48B |
| Segment Corporate | -$353.00M | -$353.80M | -$361.20M | -$358.30M | -$353.20M | -$351.80M | -$358.50M | -$333.70M |
| Total | — | — | — | — | — | — | — | — |