Products & Services · Cash Surrender Value

Interest sensitive life — Cash Surrender Value

KKR & Co. Interest sensitive life — Cash Surrender Value decreased by 0.3% to $13.64B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 2.4%, from $13.97B to $13.64B. Over 3 years (FY 2022 to FY 2025), Interest sensitive life — Cash Surrender Value shows relatively stable performance with a 0.9% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryLiquidity
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ4 2025

How to read this metric

An increase in surrender value relative to total liabilities may indicate higher potential liquidity risk if policyholders choose to exit.

Detailed definition

This metric represents the amount a policyholder would receive if they were to terminate their policy before maturity. I...

Peer comparison

Standard in life insurance; comparable to 'cash surrender value' reported by life and annuity providers.

Metric ID: kkr_segment_interest_sensitive_life_cash_surrender_value

Historical Data

16 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$13.60B$13.57B$13.51B$12.91B$12.95B$12.89B$12.64B$15.16B$13.83B$14.07B$14.01B$13.97B$13.87B$13.83B$13.68B$13.64B
QoQ Change-0.2%-0.4%-4.5%+0.3%-0.4%-2.0%+20.0%-8.8%+1.7%-0.4%-0.2%-0.8%-0.2%-1.1%-0.3%
YoY Change-4.8%-5.0%-6.5%+17.5%+6.8%+9.1%+10.8%-7.8%+0.3%-1.7%-2.3%-2.4%
Range$12.64B$15.16B
CAGR+0.1%
Avg YoY Growth+1.2%
Median YoY Growth-2.0%
Current Streak6 quarters decline

Frequently Asked Questions

What is KKR & Co.'s interest sensitive life — cash surrender value?
KKR & Co. (KKR) reported interest sensitive life — cash surrender value of $13.64B in Q4 2025.
How has KKR & Co.'s interest sensitive life — cash surrender value changed year-over-year?
KKR & Co.'s interest sensitive life — cash surrender value decreased by 2.4% year-over-year, from $13.97B to $13.64B.
What is the long-term trend for KKR & Co.'s interest sensitive life — cash surrender value?
Over 3 years (2022 to 2025), KKR & Co.'s interest sensitive life — cash surrender value has grown at a 0.9% compound annual growth rate (CAGR), from $53.59B to $55.02B.
What does interest sensitive life — cash surrender value mean?
The total cash value available to policyholders if they choose to cancel their policies.