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Business Segments · Amortized cost, trading securities

Insurance — Amortized cost, trading securities

KKR & Co. Insurance — Amortized cost, trading securities increased by 1.5% to $27.6B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.5%, from $24.1B to $27.6B. Over 3 years (FY 2022 to FY 2025), Insurance — Amortized cost, trading securities shows an upward trend with a 22.3% CAGR.

Analysis

StatementSegment
CategoryEfficiency
SignalContext dependent
VolatilityModerate
First reportedQ2 2021
Last reportedQ1 2026May 8, 2026
Rolls up toTrading assets

How to read this metric

High levels indicate an active trading strategy, while changes in this metric reflect the turnover and scale of the trading portfolio.

Detailed definition

The cost basis of securities held for trading purposes, adjusted for amortization, which are carried at fair value on th...

Peer comparison

Common for insurance companies that maintain a portion of their portfolio in actively traded assets.

Metric ID: kkr_segment_insurance_amortized_cost_trading_securities

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$9.3B$16.8B$13.9B$14.2B$12.8B$13.1B$14.8B$15.1B$15B$15B$20.5B$29.8B$27.1B$25.4B$23.8B$24.1B$24.3B$24.8B$27.2B$27.6B
QoQ Change+80.6%-17.3%+2.2%-9.9%+2.3%+13.0%+2.0%-0.7%+0.0%+36.7%+45.4%-9.1%-6.3%-6.3%+1.3%+0.8%+2.1%+9.7%+1.5%
YoY Change+37.6%-22.0%+6.5%+6.3%+17.2%+14.5%+38.5%+97.4%+80.7%+69.3%+16.1%-19.1%-10.3%-2.4%+14.3%+14.5%
Range$9.3B$29.8B
CAGR+25.7%
Avg YoY Growth+22.4%
Median YoY Growth+14.5%
Current Streak5 quarters growth

Frequently Asked Questions

What is KKR & Co.'s insurance — amortized cost, trading securities?
KKR & Co. (KKR) reported insurance — amortized cost, trading securities of $27.6B in Q1 2026.
How has KKR & Co.'s insurance — amortized cost, trading securities changed year-over-year?
KKR & Co.'s insurance — amortized cost, trading securities increased by 14.5% year-over-year, from $24.1B to $27.6B.
What is the long-term trend for KKR & Co.'s insurance — amortized cost, trading securities?
Over 3 years (2022 to 2025), KKR & Co.'s insurance — amortized cost, trading securities has grown at a 22.3% compound annual growth rate (CAGR), from $54.9B to $100.4B.
What does insurance — amortized cost, trading securities mean?
The adjusted cost basis of securities held specifically for active trading.