Products & Services · Cash Surrender Value
Fixed Rate Annuities — Cash Surrender Value
KKR & Co. Fixed Rate Annuities — Cash Surrender Value decreased by 99.9% to $52.28M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 99.9%, from $51.63B to $52.28M. Over 3 years (FY 2022 to FY 2025), Fixed Rate Annuities — Cash Surrender Value shows an upward trend with a 11.8% CAGR.
Analysis
StatementSegment
CategoryLiquidity
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026May 8, 2026
Rolls up toCash surrender value
How to read this metric
High surrender values relative to liquid assets indicate potential liquidity risk, while stable or growing values indicate a healthy, long-term policyholder base.
Detailed definition
This represents the total amount that policyholders are entitled to receive if they choose to terminate their annuity co...
Peer comparison
Standard metric for insurance companies to assess surrender risk and liquidity needs.
Metric ID:
kkr_segment_fixed_rate_annuities_cash_surrender_valueHistorical Data
17 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $36.38B | $36.55B | $38.2B | $39.04B | $40.42B | $39.74B | $40.15B | $43.59B | $45.61B | $46.94B | $48.73B | $50.42B | $51.63B | $51.95B | $52.95B | $53.07B | $52.28M |
| QoQ Change | — | +0.5% | +4.5% | +2.2% | +3.5% | -1.7% | +1.0% | +8.6% | +4.6% | +2.9% | +3.8% | +3.5% | +2.4% | +0.6% | +1.9% | +0.2% | -99.9% |
| YoY Change | — | — | — | — | +11.1% | +8.7% | +5.1% | +11.7% | +12.8% | +18.1% | +21.4% | +15.7% | +13.2% | +10.7% | +8.6% | +5.3% | -99.9% |
Range$52.28M – $53.07B
CAGR-80.5%
Avg YoY Growth+3.3%
Median YoY Growth+11.1%
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Frequently Asked Questions
- What is KKR & Co.'s fixed rate annuities — cash surrender value?
- KKR & Co. (KKR) reported fixed rate annuities — cash surrender value of $52.28M in Q1 2026.
- How has KKR & Co.'s fixed rate annuities — cash surrender value changed year-over-year?
- KKR & Co.'s fixed rate annuities — cash surrender value decreased by 99.9% year-over-year, from $51.63B to $52.28M.
- What is the long-term trend for KKR & Co.'s fixed rate annuities — cash surrender value?
- Over 3 years (2022 to 2025), KKR & Co.'s fixed rate annuities — cash surrender value has grown at a 11.8% compound annual growth rate (CAGR), from $150.16B to $209.6B.
- What does fixed rate annuities — cash surrender value mean?
- The total amount policyholders can withdraw if they cancel their annuity contracts.