Equitable Holdings EQH EG — Policyholder Account Balance, Surrender and Withdrawal
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.
The official record: Equitable Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Equitable Holdings's EG — policyholder account balance, surrender and withdrawal?
- Equitable Holdings (EQH) reported EG — policyholder account balance, surrender and withdrawal of $336M in Q1 2026.
- How has Equitable Holdings's EG — policyholder account balance, surrender and withdrawal changed year-over-year?
- Equitable Holdings's EG — policyholder account balance, surrender and withdrawal decreased by 3.7% year-over-year, from $349M to $336M.
- What is the long-term trend for Equitable Holdings's EG — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Equitable Holdings's EG — policyholder account balance, surrender and withdrawal has grown at a 13.9% compound annual growth rate (CAGR), from $877M to $1.48B.
- What does EG — policyholder account balance, surrender and withdrawal mean?
- The total amount of money customers have taken out of their insurance or annuity accounts.
- How do you interpret EG — policyholder account balance, surrender and withdrawal?
- High surrender rates can signal customer dissatisfaction, competitive product offerings elsewhere, or a need for liquidity, which may negatively impact long-term profitability.
- How does EG — policyholder account balance, surrender and withdrawal compare across companies?
- Often analyzed as a 'Surrender Rate' or 'Lapse Rate' by insurance analysts to assess retention.