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Fixed Indexed Annuities — Cash Surrender Value

KKR & Co. Fixed Indexed Annuities — Cash Surrender Value decreased by 99.9% to $38.93M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 99.9%, from $34.87B to $38.93M. Over 3 years (FY 2022 to FY 2025), Fixed Indexed Annuities — Cash Surrender Value shows an upward trend with a 15.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryLiquidity
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026May 8, 2026

How to read this metric

High surrender values relative to assets can indicate potential liquidity pressure during market stress.

Detailed definition

This represents the total amount that policyholders would be entitled to receive if they were to terminate their annuity...

Peer comparison

Standard insurance metric for Cash Surrender Value of liabilities.

Metric ID: kkr_segment_fixed_indexed_annuities_cash_surrender_value

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$22.21B$23.59B$24.21B$25.92B$27.24B$27.55B$28B$28.43B$29.31B$30.59B$32.36B$33.93B$34.87B$36.41B$37.81B$38.92B$38.93M
QoQ Change+6.2%+2.6%+7.1%+5.1%+1.1%+1.6%+1.5%+3.1%+4.4%+5.8%+4.8%+2.8%+4.4%+3.8%+2.9%-99.9%
YoY Change+22.6%+16.8%+15.7%+9.7%+7.6%+11.0%+15.6%+19.3%+19.0%+19.0%+16.9%+14.7%-99.9%
Range$38.93M$38.92B
CAGR-79.5%
Avg YoY Growth+6.8%
Median YoY Growth+15.7%

Frequently Asked Questions

What is KKR & Co.'s fixed indexed annuities — cash surrender value?
KKR & Co. (KKR) reported fixed indexed annuities — cash surrender value of $38.93M in Q1 2026.
How has KKR & Co.'s fixed indexed annuities — cash surrender value changed year-over-year?
KKR & Co.'s fixed indexed annuities — cash surrender value decreased by 99.9% year-over-year, from $34.87B to $38.93M.
What is the long-term trend for KKR & Co.'s fixed indexed annuities — cash surrender value?
Over 3 years (2022 to 2025), KKR & Co.'s fixed indexed annuities — cash surrender value has grown at a 15.6% compound annual growth rate (CAGR), from $95.93B to $148.02B.
What does fixed indexed annuities — cash surrender value mean?
The total cash value available to policyholders if they cancel their contracts today.