Discontinued — last reported Q3 '24

Other

Cash surrender value

KKR & Co. Cash surrender value increased by 1.1% to $109.96B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 7.0%, from $102.78B to $109.96B. Over 3 years (FY 2022 to FY 2025), Cash surrender value shows an upward trend with a 9.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ3 2024

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_amount

Historical Data

16 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$75.85B$77.22B$79.43B$82.89B$85.35B$84.86B$85.52B$91.84B$93.36B$96.14B$99.60B$102.78B$104.79B$106.60B$108.80B$109.96B
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%
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%
Range$75.85B$109.96B
CAGR+10.4%
Avg YoY Growth+10.9%
Median YoY Growth+10.8%
Current Streak10 quarters growth

Frequently Asked Questions

What is KKR & Co.'s cash surrender value?
KKR & Co. (KKR) reported cash surrender value of $109.96B in Q4 2025.
How has KKR & Co.'s cash surrender value changed year-over-year?
KKR & Co.'s cash surrender value increased by 7.0% year-over-year, from $102.78B to $109.96B.
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.