Investment Advisor Doubles Down on Insurance Stock, According to Recent SEC Filing

2 hours ago 1

Jake Lerch, The Motley Fool

Thu, January 15, 2026 astatine 11:14 AM CST 4 min read

Added 89,969 RLI shares; estimated commercialized size $5.65 cardinal (based connected mean pricing successful the 4th fourth of 2025)
Quarter-end presumption worth accrued by $5.51 million, reflecting some stock additions and terms movement
Post-trade stake: 289,191 shares valued astatine $18.50 million
The presumption present comprises 5.72% of Nepsis Inc.’s reportable AUM, making it the fund's 2nd-largest holding
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Nepsis Inc. disclosed a acquisition of 89,969 further RLI (NYSE:RLI) shares successful its January 14, 2026, SEC filing, an estimated $5.65 cardinal commercialized based connected quarterly mean pricing.

According to a filing with the Securities and Exchange Commission dated January 14, 2026, Nepsis Inc. boosted its involvement successful RLI by 89,969 shares. The estimated worth of this commercialized was $5.65 million, calculated utilizing the mean stock terms implicit the 4th fourth of 2025. The quarter-end worth of the RLI presumption accrued by $5.51 million, reflecting some trading enactment and terms movement.

Nepsis Inc. accrued its RLI holding, which represented 5.72% of 13F assets nether absorption astatine quarter-end.

Top holdings aft the filing:

NASDAQ:UTHR: $21.32 cardinal (6.6% of AUM)
NYSE:RLI: $18.50 cardinal (5.7% of AUM)
NYSE:DVN: $17.12 cardinal (5.3% of AUM)
NYSE:CB: $16.83 cardinal (5.2% of AUM)
NASDAQ:AMD: $16.64 cardinal (5.1% of AUM)

As of January 13, 2026, shares of RLI were priced astatine $58.60, down 18.8% implicit the past year; shares person underperformed the S&P 500 by 38.10 percent points.

Metric

Value

Price (as of marketplace adjacent 2026-01-13)	$58.60
Market Capitalization	$5.47 billion
Revenue (TTM)	$1.83 billion
Net Income (TTM)	$353.02 million

Offers a diversified suite of spot and casualty security products, including commercialized and idiosyncratic coverage, wide liability, nonrecreational liability, commercialized auto, marine, and surety bonds.
Generates gross chiefly done underwriting security policies and managing risk.
Serves commercialized and idiosyncratic clients successful the United States and internationally, targeting businesses ranging from tiny professionals to ample enterprises, arsenic good arsenic prime idiosyncratic lines customers.

RLI is simply a specialty insurer with a nationalist footprint, delivering tailored spot and casualty sum solutions crossed aggregate sectors.

Nepsis, a Minneapolis-based concern advisory firm, importantly accrued its involvement successful RLI. Here's what it means for mean investors.

Crucially, RLI is present Nepsis' 2nd-largest wide holding representing implicit 5.7% of AUM, valued astatine much than $18.5 million. In different words, Nepsis is betting heavy connected RLI's success.