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KKR & Co. KKR Fixed Rate Annuities — Average Interest Rate
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Where this comes from
Reported directly by KKR & Co. in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceWeightedAverageCreditingRate.
The source filing: KKR & Co.’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 5:25 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001404912-26-000027
| Line item | Fixed Rate Annuities | Fixed Indexed Annuities | Interest Sensitive Life | Funding Agreements | Other(1) | Total |
|---|---|---|---|---|---|---|
| Interest(2) | 1,504,703 | 559,829 | 348,071 | 237,721 | 226,500 | 2,876,824 |
| Other Activity(3) | (128,140) | 7,245 | (447,057) | (93,962) | 40,365 | (621,549) |
| Balance as of End of Period | $67,909,486 | $37,315,544 | $20,971,078 | $12,298,596 | $11,796,715 | $150,291,419 |
| Less: Reinsurance Recoverable | (13,503,470) | (3,399,548) | (7,086,225) | (1,507,176) | (4,882,500) | (30,378,919) |
| Balance as of End of Period, Net of Reinsurance Recoverable | $54,406,016 | $33,915,996 | $13,884,853 | $10,791,420 | $6,914,215 | $119,912,500 |
| Average Interest Rate | 4.55% | 3.04% | 3.30% | 4.35% | 4.22% | 3.95% |
| Net Amount at Risk, Gross of Reinsurance(4) | $— | $— | $101,583,677 | $— | $1,190,567 | $102,774,244 |
| Cash Surrender Value(5) | $51,252,303 | $39,476,044 | $13,438,889 | $— | $4,169,487 | $108,336,723 |
ITEM 1. FINANCIAL STATEMENTS
FAQ
- What is KKR & Co.'s fixed rate annuities — average interest rate?
- KKR & Co. (KKR) reported fixed rate annuities — average interest rate of 4.6% in Q2 2026.
- How has KKR & Co.'s fixed rate annuities — average interest rate changed year-over-year?
- KKR & Co.'s fixed rate annuities — average interest rate increased by 6.6% year-over-year, from 4.3% to 4.6%.
- What is the long-term trend for KKR & Co.'s fixed rate annuities — average interest rate?
- Over 3 years (2022 to 2025), KKR & Co.'s fixed rate annuities — average interest rate has grown at a 22.6% compound annual growth rate (CAGR), from 9.4% to 17.3%.
- What does fixed rate annuities — average interest rate mean?
- This represents the weighted average interest rate credited to policyholders on their fixed rate annuity account balances. It is a critical metric for assessing the competitiveness of the product and the cost of funds relative to the investment portfolio yield. It directly impacts the net interest margin of the insurance segment.
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