Annuities — Policyholder Account Balance, Surrender and Withdrawal
Chubb Annuities — Policyholder Account Balance, Surrender and Withdrawal increased by 42.9% to $10.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 11.1%, from $9.00M to $10.00M. Over 2 years (FY 2023 to FY 2025), Annuities — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 33.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
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.
cb_segment_annuities_policyholder_account_balance_surrender_and_withdrawalHistorical Data
| 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 | $4.75M | $4.75M | $4.75M | $4.75M | $10.00M | $10.00M | $10.00M | $9.00M | $9.00M | $8.00M | $7.00M | $10.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +110.5% | +0.0% | +0.0% | -10.0% | +0.0% | -11.1% | -12.5% | +42.9% |
| YoY Change | — | — | — | — | +110.5% | +110.5% | +110.5% | +89.5% | -10.0% | -20.0% | -30.0% | +11.1% |
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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 $10.00M in Q4 2025.
- How has Chubb's annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
- Chubb's annuities — policyholder account balance, surrender and withdrawal increased by 11.1% year-over-year, from $9.00M to $10.00M.
- What is the long-term trend for Chubb's annuities — policyholder account balance, surrender and withdrawal?
- Over 2 years (2023 to 2025), Chubb's annuities — policyholder account balance, surrender and withdrawal has grown at a 33.8% compound annual growth rate (CAGR), from $19.00M to $34.00M.
- What does annuities — policyholder account balance, surrender and withdrawal mean?
- The total value of funds withdrawn or surrendered by annuity policyholders.