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KKR & Co. KKR Fixed Rate Annuities — Cash Surrender Value
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Where this comes from
Reported directly by KKR & Co. in its filing.
Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.
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 — cash surrender value?
- KKR & Co. (KKR) reported fixed rate annuities — cash surrender value of $51.25B in Q2 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 1.3% year-over-year, from $51.95B to $51.25B.
- 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?
- This represents the total amount that policyholders are entitled to receive if they choose to terminate their annuity contracts before maturity. It is a measure of liquidity risk, as high surrender values relative to assets can indicate potential cash outflow pressure. It reflects the immediate financial obligation to policyholders upon request.
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