Products & Services · Cash Surrender Value
Fixed indexed annuities — Cash Surrender Value
KKR & Co. Fixed indexed annuities — Cash Surrender Value increased by 2.9% to $38.92B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 14.7%, from $33.93B to $38.92B. Over 3 years (FY 2022 to FY 2025), Fixed indexed annuities — Cash Surrender Value shows an upward trend with a 15.6% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementSegment
CategoryLiquidity
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ4 2025
Rolls up toCash surrender value
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_valueHistorical Data
16 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $22.21B | $23.59B | $24.21B | $25.92B | $27.24B | $27.55B | $28.00B | $28.43B | $29.31B | $30.59B | $32.36B | $33.93B | $34.87B | $36.41B | $37.81B | $38.92B |
| 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% |
| 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% |
Range$22.21B – $38.92B
CAGR+16.1%
Avg YoY Growth+15.7%
Median YoY Growth+16.2%
Current Streak15+ quarters growth
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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 $38.92B in Q4 2025.
- How has KKR & Co.'s fixed indexed annuities — cash surrender value changed year-over-year?
- KKR & Co.'s fixed indexed annuities — cash surrender value increased by 14.7% year-over-year, from $33.93B to $38.92B.
- 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.