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Equitable Holdings EQH Net Legacy — Actual market movement effect
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:MarketRiskBenefitIncreaseDecreaseFromEquityMarketChange.
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 | Three Months Ended June 30, 2026 / Retirement / GMx B Core | Three Months Ended June 30, 2026 / Corporate and Other / GMx B Legacy | Three Months Ended June 30, 2026 / Corporate and Other / Legacy Purchased MRB | Three Months Ended June 30, 2026 / Corporate and Other / Net Legacy | Three Months Ended June 30, 2025 / Retirement / GMx B Core | Three Months Ended June 30, 2025 / Corporate and Other / GMx B Legacy | Three Months Ended June 30, 2025 / Corporate and Other / Legacy Purchased MRB | Three Months Ended June 30, 2025 / Corporate and Other / Net Legacy |
|---|---|---|---|---|---|---|---|---|
| Balance, beginning of period | $806 | $8,335 | $(5,265) | $3,070 | $717 | $9,505 | $(5,973) | $3,532 |
| Balance BOP before changes in the instrument specific credit risk | 576 | 8,061 | (5,256) | 2,805 | 495 | 9,336 | (5,957) | 3,379 |
| Model changes and effect of changes in cash flow assumptions | 16 | — | — | — | (7) | 8 | 5 | 13 |
| Actual market movement effect | (339) | (1,018) | 445 | (573) | (173) | (620) | 264 | (356) |
| Interest accrual | 14 | 66 | (43) | 23 | 10 | 96 | (58) | 38 |
| Attributed fees accrued (1) | 110 | 150 | (37) | 113 | 109 | 161 | (39) | 122 |
| Benefit payments | (12) | (263) | 116 | (147) | (12) | (285) | 128 | (157) |
| Actual policyholder behavior different from expected behavior | 6 | 17 | (6) | 11 | 7 | 22 | (14) | 8 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's net legacy — actual market movement effect?
- Equitable Holdings (EQH) reported net legacy — actual market movement effect of -$573M in Q2 2026.
- How has Equitable Holdings's net legacy — actual market movement effect changed year-over-year?
- Equitable Holdings's net legacy — actual market movement effect decreased by 61.0% year-over-year, from -$356M to -$573M.
- What is the long-term trend for Equitable Holdings's net legacy — actual market movement effect?
- Over 2 years (2021 to 2025), Equitable Holdings's net legacy — actual market movement effect has grown at a -54.5% compound annual growth rate (CAGR), from -$2.23B to -$462M.
- What does net legacy — actual market movement effect mean?
- This metric quantifies the impact of actual market performance, such as equity returns and interest rate changes, on the valuation of market risk benefits. It isolates the volatility inherent in the underlying assets or indices that drive the guarantee payouts. This is a primary driver of earnings volatility for companies with significant variable annuity exposure.
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