Other
Cash surrender value
KKR & Co. Cash surrender value decreased by 99.9% to $109.05M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 99.9%, from $104.79B to $109.05M. Over 3 years (FY 2022 to FY 2025), Cash surrender value shows an upward trend with a 9.9% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026May 8, 2026
How to read this metric
High surrender values relative to account balances may indicate potential liquidity pressure or high policyholder churn.
Detailed definition
The total amount that policyholders are entitled to receive if they voluntarily terminate their insurance contracts befo...
Peer comparison
Reported by life and annuity insurers to quantify potential short-term cash outflows related to policy terminations.
Metric ID:
other_cash_surrender_value_due_policyholders_amountHistorical 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 | $75.85B | $77.22B | $79.43B | $82.89B | $85.35B | $84.86B | $85.52B | $91.84B | $93.36B | $96.14B | $99.6B | $102.78B | $104.79B | $106.6B | $108.8B | $109.96B | $109.05M |
| QoQ Change | — | +1.8% | +2.9% | +4.4% | +3.0% | -0.6% | +0.8% | +7.4% | +1.7% | +3.0% | +3.6% | +3.2% | +2.0% | +1.7% | +2.1% | +1.1% | -99.9% |
| YoY Change | — | — | — | — | +12.5% | +9.9% | +7.7% | +10.8% | +9.4% | +13.3% | +16.5% | +11.9% | +12.2% | +10.9% | +9.2% | +7.0% | -99.9% |
Range$109.05M – $109.96B
CAGR-80.5%
Avg YoY Growth+2.4%
Median YoY Growth+10.8%
Product Breakdown
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 |
|---|---|---|---|---|
| Fixed Rate Annuities | $46.94B | $48.73B | $50.42B | $51.63B |
| Fixed Indexed Annuities | $30.59B | $32.36B | $33.93B | $34.87B |
| Interest Sensitive Life | $14.07B | $14.01B | $13.97B | $13.87B |
| Other | $4.54B | $4.51B | $4.46B | $4.43B |
| Funding Agreements | $0 | $0 | $0 | $0 |
| Total | $96.14B | $99.6B | $102.78B | $104.79B |
Cash surrender value at Other Companies
Frequently Asked Questions
- What is KKR & Co.'s cash surrender value?
- KKR & Co. (KKR) reported cash surrender value of $109.05M in Q1 2026.
- How has KKR & Co.'s cash surrender value changed year-over-year?
- KKR & Co.'s cash surrender value decreased by 99.9% year-over-year, from $104.79B to $109.05M.
- What is the long-term trend for KKR & Co.'s cash surrender value?
- Over 3 years (2022 to 2025), KKR & Co.'s cash surrender value has grown at a 9.9% compound annual growth rate (CAGR), from $82.89B to $109.96B.
- What does cash surrender value mean?
- The total cash value policyholders can withdraw if they cancel their insurance policies today.