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Equitable Holdings EQH Gross Legacy — Separate Account, Liability, 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:SeparateAccountLiabilitySurrenderAndWithdrawal.
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 / EQUI-VEST Individual | Retirement / Investment Edge | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / VUL | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|
| Balance, beginning of period | $30,720 | $4,836 | $5,312 | $33,714 | $5,174 | $20,383 | $28,209 |
| Premiums and deposits | 839 | 45 | 1,221 | 1,327 | 296 | 674 | 92 |
| Policy charges | (255) | (2) | — | (9) | (13) | (294) | (245) |
| Surrenders and withdrawals | (2,009) | (270) | (341) | (1,557) | (503) | (308) | (1,579) |
| Benefit payments | (136) | (32) | (25) | (40) | (6) | (122) | (317) |
| Investment performance (1) | 2,099 | 437 | 398 | 3,336 | 469 | 1,906 | 2,318 |
| Net transfers from (to) General Account | 56 | (10) | (910) | (153) | 19 | (176) | (6) |
| Other charges (2) | — | — | — | — | — | 3 | (103) |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal?
- Equitable Holdings (EQH) reported gross legacy — separate account, liability, surrender and withdrawal of $765M in Q2 2026.
- How has Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal changed year-over-year?
- Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal increased by 18.2% year-over-year, from $647M to $765M.
- What is the long-term trend for Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal?
- Over 3 years (2021 to 2025), Equitable Holdings's gross legacy — separate account, liability, surrender and withdrawal has grown at a -4.4% compound annual growth rate (CAGR), from $3.61B to $3.15B.
- What does gross legacy — separate account, liability, surrender and withdrawal mean?
- Measures the total outflows from separate account liabilities due to policyholders surrendering their contracts or making partial withdrawals. This is a key indicator of policyholder retention and the liquidity needs of the legacy product block.
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