Cincinnati Financial Deferred Fixed Annuity — Policyholder Account Balance decreased by 1.4% to $546.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 6.2%, from $582.00M to $546.00M. Over 3 years (FY 2022 to FY 2025), Deferred Fixed Annuity — Policyholder Account Balance shows a downward trend with a -8.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher balances indicate a larger asset base and potential for future fee or spread income, while declining balances may signal high surrender rates.
The total value of funds held on behalf of policyholders within the deferred fixed annuity segment. This balance represe...
Commonly referred to as 'Account Value' or 'Policyholder Liabilities' in the annuity industry.
cinf_segment_deferred_fixed_annuity_policyholder_account_balance| Q4 '21 | 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $763.00M | $756.00M | $755.00M | $752.00M | $734.00M | $711.00M | $696.00M | $680.00M | $656.00M | $631.00M | $618.00M | $605.00M | $595.00M | $582.00M | $575.00M | $565.00M | $554.00M | $546.00M |
| QoQ Change | — | -0.9% | -0.1% | -0.4% | -2.4% | -3.1% | -2.1% | -2.3% | -3.5% | -3.8% | -2.1% | -2.1% | -1.7% | -2.2% | -1.2% | -1.7% | -1.9% | -1.4% |
| YoY Change | — | — | — | — | -3.8% | -6.0% | -7.8% | -9.6% | -10.6% | -11.3% | -11.2% | -11.0% | -9.3% | -7.8% | -7.0% | -6.6% | -6.9% | -6.2% |