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Equitable Holdings EQH Net Legacy — Changes in the instrument-specific credit risk
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:MarketRiskBenefitAfterIncreaseDecreaseFromInstrumentSpecificCreditRisk.
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 |
|---|---|---|---|---|---|---|---|---|
| Actual policyholder behavior different from expected behavior | 6 | 17 | (6) | 11 | 7 | 22 | (14) | 8 |
| Changes in future economic assumptions | (49) | (78) | 76 | (2) | (42) | (232) | 140 | (92) |
| Issuances | — | — | — | — | (2) | — | — | — |
| Balance EOP before changes in the instrument-specific credit risk | 322 | 6,935 | (4,705) | 2,230 | 385 | 8,486 | (5,531) | 2,955 |
| Changes in the instrument-specific credit risk (2) | 281 | 421 | (5) | 416 | 268 | 326 | (10) | 316 |
| Balance, end of period | $603 | $7,356 | $(4,710) | $2,646 | $653 | $8,812 | $(5,541) | $3,271 |
| Weighted-average age of policyholders (years) | 66.8 | 74.6 | 74.0 | N/A | 65.9 | 74.0 | 73.4 | N/A |
| Net amount at risk | $2,799 | $13,628 | $6,145 | N/A | $2,953 | $15,835 | $7,099 | N/A |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's net legacy — changes in the instrument-specific credit risk?
- Equitable Holdings (EQH) reported net legacy — changes in the instrument-specific credit risk of $416M in Q2 2026.
- How has Equitable Holdings's net legacy — changes in the instrument-specific credit risk changed year-over-year?
- Equitable Holdings's net legacy — changes in the instrument-specific credit risk increased by 31.6% year-over-year, from $316M to $416M.
- What is the long-term trend for Equitable Holdings's net legacy — changes in the instrument-specific credit risk?
- Over 3 years (2022 to 2025), Equitable Holdings's net legacy — changes in the instrument-specific credit risk has grown at a -31.4% compound annual growth rate (CAGR), from -$5.77B to $1.86B.
- What does net legacy — changes in the instrument-specific credit risk mean?
- This metric represents the impact of changes in the company's own credit standing on the fair value of liabilities associated with legacy insurance products. It reflects how fluctuations in the perceived creditworthiness of the insurer affect the valuation of obligations owed to policyholders. This is a critical component for assessing the volatility of legacy insurance portfolios under fair value accounting standards.
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