LPL Financial
OXBR icon

LPL Financial’s Oxbridge Re Holdings OXBR Stock Holding History

LPL Financial’s Portfolio OXBR Stock Details OXBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$119K Hold
100,673
– – ﹤0.01% 5642
2025
Q4 		$133K Hold
100,673
– – ﹤0.01% 5546
2025
Q3 		$180K Sell
100,673
-100
-0.1% -$204 ﹤0.01% 5383
2025
Q2 		$175K Hold
100,773
– – ﹤0.01% 5135
2025
Q1 		$190K Buy
100,773
+100
+0.1% +$380 ﹤0.01% 4886
2024
Q4 		$415K Buy
+100,673
New +$315K ﹤0.01% 4255

Other funds holding OXBR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's OXBR Position: Q1 2026 in Review

LPL Financial held its Oxbridge Re Holdings (OXBR) position steady in Q1 2026 at 100,673 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #5642.

LPL Financial first reported a position in OXBR in Q4 2024 and has held it in 6 quarters since. The position peaked at $415K in Q4 2024. 13 funds tracked by Wall St. Rank hold OXBR as of Q1 2026.

  • LPL Financial held 100,673 shares of Oxbridge Re Holdings worth $119K as of Q1 2026.
  • LPL Financial left its Oxbridge Re Holdings share count unchanged in Q1 2026.
  • Oxbridge Re Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5642 holding.
  • LPL Financial first reported a position in Oxbridge Re Holdings in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's Oxbridge Re Holdings position peaked at $415K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Oxbridge Re Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.