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Brighthouse Financial BHF Rollforwards Total — Policyholder Account Balance

Other product segments

Index-linked Annuities
$50.24B
Fixed Rate Annuities
$14.62B
ULSG
$4.62B
Variable Annuities
$3.63B
Company-Owned Life Insurance
$645M

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KKRFunding Agreements — Policyholder Account Balance
$12.3B+48.2%

Other financials

Income statement

See full
Revenue$1.6B+86.2%
Net income$981.0M+1,054%
EPS (diluted)$16.53+1,521%

Balance sheet

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Cash & equivalents$7.1B+28.2%
Total debt$3.2B0.0%
Total equity$6.6B+15.5%
Total assets$247.18B+1.9%

Cash flow

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Operating cash flow-$431.0M

Valuation

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Market cap$3.57B+31.0%
Enterprise value-$379.6M-211%
P/E4.3×+0.2×
P/S0.5×+0.1×

Profitability

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Net margin12.5%+2.2pp

Returns & leverage

See full
Return on equity13.6%+0.1pp
Debt / equity0.5×-0.1×

Where this comes from

Reported directly by Brighthouse Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The source filing: Brighthouse Financial’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:12 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001685040-26-000028
Line itemJune 30, 2026June 30, 2025
Policyholder account balances reported in the preceding rollforward table$78,411$76,350
Funding agreements classified as investment contracts9,13110,174
Institutional group annuities660566
Other investment contract liabilities874956
Total policyholder account balances$89,076$88,046

Item 1. Financial Statements

FAQ

What is Brighthouse Financial's rollforwards total — policyholder account balance?
Brighthouse Financial (BHF) reported rollforwards total — policyholder account balance of $78.41B in Q2 2026.
How has Brighthouse Financial's rollforwards total — policyholder account balance changed year-over-year?
Brighthouse Financial's rollforwards total — policyholder account balance increased by 2.7% year-over-year, from $76.35B to $78.41B.
What is the long-term trend for Brighthouse Financial's rollforwards total — policyholder account balance?
Over 3 years (2022 to 2025), Brighthouse Financial's rollforwards total — policyholder account balance has grown at a 9.2% compound annual growth rate (CAGR), from $234.33B to $304.75B.
What does rollforwards total — policyholder account balance mean?
This metric represents the total value of funds held by the insurer on behalf of policyholders within annuity and life insurance contracts. It tracks the aggregate account value, reflecting deposits, interest credited, and withdrawals over a specific period. Monitoring this balance is essential for assessing the scale of the company's insurance obligations and the underlying assets managed for policyholders.

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