Discontinued — last reported Q4 '23

Other

Self-insured related reserves

LPL Financial Holdings Self-insured related reserves decreased by 26.1% to $14.29M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 26.1%, from $19.33M to $14.29M. Over 5 years (FY 2020 to FY 2025), Self-insured related reserves shows an upward trend with a 28.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2019
Last reportedQ4 2023

How to read this metric

An increase suggests higher anticipated risk or legal exposure, while a decrease indicates lower risk or successful claim resolution.

Detailed definition

These reserves represent estimated liabilities for self-insured risks, such as legal claims, professional liability, or...

Peer comparison

Common in financial services firms that manage significant operational and professional liability risks.

Metric ID: other_deferred_tax_assets_tax_deferred_expense_reserves__b60bee

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$4.60M$17.56M$9.28M$19.33M$14.29M
QoQ Change+281.5%-47.2%+108.4%-26.1%
YoY Change+281.5%-47.2%+108.4%-26.1%
Range$4.60M$19.33M
CAGR+210.4%
Avg YoY Growth+79.1%
Median YoY Growth+41.2%

Frequently Asked Questions

What is LPL Financial Holdings's self-insured related reserves?
LPL Financial Holdings (LPLA) reported self-insured related reserves of $14.29M in Q4 2025.
How has LPL Financial Holdings's self-insured related reserves changed year-over-year?
LPL Financial Holdings's self-insured related reserves decreased by 26.1% year-over-year, from $19.33M to $14.29M.
What is the long-term trend for LPL Financial Holdings's self-insured related reserves?
Over 5 years (2020 to 2025), LPL Financial Holdings's self-insured related reserves has grown at a 28.6% compound annual growth rate (CAGR), from $4.07M to $14.29M.
What does self-insured related reserves mean?
Funds set aside to cover potential costs from self-insured risks like legal or insurance claims.