Other

Self-Insurance Liabilities

LPL Financial Holdings Self-Insurance Liabilities increased by 4.8% to $106.39M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 27.0%, from $83.74M to $106.39M. Over 5 years (FY 2020 to FY 2025), Self-Insurance Liabilities shows an upward trend with a 14.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2019
Last reportedQ1 2026

How to read this metric

An increase may reflect higher expected claims or a strategic shift toward retaining more risk to save on insurance premiums.

Detailed definition

This represents the estimated liability for claims that the company has chosen to self-insure rather than transfer to a...

Peer comparison

Common in large organizations with the scale to effectively manage their own risk pools.

Metric ID: other_self_insurance_liabilities

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$67.15M$68.41M$73.75M$70.18M$74.07M$77.39M$81.74M$83.55M$82.88M$79.98M$81.16M$75.05M$79.64M$83.74M$87.02M$97.58M$101.55M$106.39M
QoQ Change+1.9%+7.8%-4.8%+5.5%+4.5%+5.6%+2.2%-0.8%-3.5%+1.5%-7.5%+6.1%+5.2%+3.9%+12.1%+4.1%+4.8%
YoY Change+10.3%+13.1%+10.8%+19.1%+11.9%+3.3%-0.7%-10.2%-3.9%+4.7%+7.2%+30.0%+27.5%+27.0%
Range$67.15M$106.39M
CAGR+11.4%
Avg YoY Growth+10.7%
Median YoY Growth+10.6%
Current Streak6 quarters growth

Frequently Asked Questions

What is LPL Financial Holdings's self-insurance liabilities?
LPL Financial Holdings (LPLA) reported self-insurance liabilities of $106.39M in Q1 2026.
How has LPL Financial Holdings's self-insurance liabilities changed year-over-year?
LPL Financial Holdings's self-insurance liabilities increased by 27.0% year-over-year, from $83.74M to $106.39M.
What is the long-term trend for LPL Financial Holdings's self-insurance liabilities?
Over 5 years (2020 to 2025), LPL Financial Holdings's self-insurance liabilities has grown at a 14.5% compound annual growth rate (CAGR), from $51.50M to $101.55M.
What does self-insurance liabilities mean?
The amount of money set aside to cover potential losses that the company has decided to pay for itself instead of buying insurance.