Products & Services · Cash Surrender Value

Other — Cash Surrender Value

KKR & Co. Other — Cash Surrender Value decreased by 0.8% to $4.33B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 2.9%, from $4.46B to $4.33B. Over 3 years (FY 2022 to FY 2025), Other — Cash Surrender Value shows an upward trend with a 3.7% 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

High surrender values relative to assets may indicate increased liquidity risk during periods of market stress.

Detailed definition

This metric represents the total amount that policyholders would be entitled to receive if they were to terminate their...

Peer comparison

Standard metric for life insurance and annuity companies to assess surrender risk.

Metric ID: kkr_segment_other_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$3.67B$3.51B$3.51B$5.02B$4.74B$4.68B$4.73B$4.66B$4.60B$4.54B$4.51B$4.46B$4.43B$4.40B$4.36B$4.33B
QoQ Change-4.4%+0.2%+43.0%-5.5%-1.4%+1.1%-1.6%-1.2%-1.3%-0.8%-1.0%-0.8%-0.5%-0.8%-0.8%
YoY Change+29.3%+33.5%+34.7%-7.2%-3.0%-2.9%-4.8%-4.3%-3.9%-3.1%-3.2%-2.9%
Range$3.51B$5.02B
CAGR+4.5%
Avg YoY Growth+5.2%
Median YoY Growth-3.0%
Current Streak9 quarters decline

Frequently Asked Questions

What is KKR & Co.'s other — cash surrender value?
KKR & Co. (KKR) reported other — cash surrender value of $4.33B in Q4 2025.
How has KKR & Co.'s other — cash surrender value changed year-over-year?
KKR & Co.'s other — cash surrender value decreased by 2.9% year-over-year, from $4.46B to $4.33B.
What is the long-term trend for KKR & Co.'s other — cash surrender value?
Over 3 years (2022 to 2025), KKR & Co.'s other — cash surrender value has grown at a 3.7% compound annual growth rate (CAGR), from $15.71B to $17.52B.
What does other — cash surrender value mean?
The total cash value payable to policyholders if they cancel their policies today.