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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 source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 2:06 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001333986-26-000040
| Line item | Retirement / GMx B Core | Retirement / SCS (1) | Retirement / EQUI-VEST Individual | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / Universal Life | Corporate and Other / Variable Universal Life | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|---|
| Balance, beginning of period | $(52) | $80,752 | $1,819 | $10,968 | $489 | $4,924 | $5,165 | $222 |
| Premiums received | 45 | 435 | 16 | 295 | 20 | 271 | 37 | 2 |
| Policy charges | 6 | (52) | — | (3) | — | (314) | (143) | 17 |
| Surrenders and withdrawals | (15) | (3,379) | (110) | (649) | (56) | (40) | (35) | (29) |
| Benefit payments | — | (241) | (23) | (34) | (1) | (79) | (20) | (8) |
| Net transfers from (to) Separate Account | (56) | 6,473 | 10 | 153 | (19) | — | 176 | 5 |
| Interest credited (2) | 2 | 6,088 | 26 | 175 | 5 | 106 | 108 | 6 |
| Other (4) | — | — | — | — | — | — | — | 1 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's EG — policyholder account balance, surrender and withdrawal?
- Equitable Holdings (EQH) reported EG — policyholder account balance, surrender and withdrawal of $313M in Q2 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 7.7% year-over-year, from $339M to $313M.
- 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- The total value of funds withdrawn or surrendered by policyholders from their account balances during the period. This metric measures the rate at which customers are exiting their contracts or accessing their capital.
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