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Equitable Holdings EQH Gross Legacy — 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 gross legacy — policyholder account balance, surrender and withdrawal?
- Equitable Holdings (EQH) reported gross legacy — policyholder account balance, surrender and withdrawal of $14M in Q2 2026.
- How has Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal changed year-over-year?
- Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal decreased by 0.0% year-over-year, from $14M to $14M.
- What is the long-term trend for Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Equitable Holdings's gross legacy — policyholder account balance, surrender and withdrawal has grown at a -11.6% compound annual growth rate (CAGR), from $100M to $61M.
- What does gross legacy — policyholder account balance, surrender and withdrawal mean?
- Measures the total value of policyholder account balances withdrawn or surrendered within the legacy segment. High levels of surrender activity can indicate policyholder dissatisfaction or a shift in market interest rates.
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