Post Content
-
Added 89,969 RLI shares; estimated trade size $5.65 million (based on average pricing in the fourth quarter of 2025)
-
Quarter-end position value increased by $5.51 million, reflecting both share additions and price movement
-
Post-trade stake: 289,191 shares valued at $18.50 million
-
The position now comprises 5.72% of Nepsis Inc.’s reportable AUM, making it the fund’s 2nd-largest holding
Nepsis Inc. disclosed a purchase of 89,969 additional RLI (NYSE:RLI) shares in its January 14, 2026, SEC filing, an estimated $5.65 million trade based on quarterly average pricing.
According to a filing with the Securities and Exchange Commission dated January 14, 2026, Nepsis Inc. boosted its stake in RLI by 89,969 shares. The estimated value of this trade was $5.65 million, calculated using the average share price over the fourth quarter of 2025. The quarter-end value of the RLI position increased by $5.51 million, reflecting both trading activity and price movement.
Nepsis Inc. increased its RLI holding, which represented 5.72% of 13F assets under management at quarter-end.
Top holdings after the filing:
-
NASDAQ:UTHR: $21.32 million (6.6% of AUM)
-
NYSE:RLI: $18.50 million (5.7% of AUM)
-
NYSE:DVN: $17.12 million (5.3% of AUM)
-
NYSE:CB: $16.83 million (5.2% of AUM)
-
NASDAQ:AMD: $16.64 million (5.1% of AUM)
As of January 13, 2026, shares of RLI were priced at $58.60, down 18.8% over the past year; shares have underperformed the S&P 500 by 38.10 percentage points.
|
Metric |
Value |
|---|---|
|
Price (as of market close 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 property and casualty insurance products, including commercial and personal coverage, general liability, professional liability, commercial auto, marine, and surety bonds.
-
Generates revenue primarily through underwriting insurance policies and managing risk.
-
Serves commercial and individual clients in the United States and internationally, targeting businesses ranging from small professionals to large enterprises, as well as select personal lines customers.
RLI is a specialty insurer with a national footprint, delivering tailored property and casualty coverage solutions across multiple sectors.
Nepsis, a Minneapolis-based investment advisory firm, significantly increased its stake in RLI. Here’s what it means for average investors.
Crucially, RLI is now Nepsis’ 2nd-largest overall holding representing over 5.7% of AUM, valued at more than $18.5 million. In other words, Nepsis is betting heavily on RLI’s success.
RLI, which underwrites insurance policies, is a mid cap stock that hasn’t performed all that well over the last 12 months. For example, RLI stock has declined by 19% over the last 12 months. That is significantly below the S&P 500, which has rallied by 20% over the same period.
For investors, many questions remain around RLI stock, despite this recent sign of institutional support. RLI primarily operates in the commercial property insurance market, an area with growing competition and shrinking profitability. Moreover, low frequency but high impact events such as wildfires, hurricanes, and earthquakes can result in catastrophic business impacts for insurers like RLI. Finally, recent fluctuations in interest rates adds further uncertainty into RLI’s business model, which relies on a fixed-income portfolio to drive profits.
In summary, Nepsis is betting heavily on a turnaround in RLI’s stock price. However, in my opinion, there remains significant risk surrounding RLI, its business model, and future expectations of profitability. Retail investors may be wise to consider other options within the insurance sector.
Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.
On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
-
Nvidia:if you invested $1,000 when we doubled down in 2009,you’d have $475,015!*
-
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $49,455!*
-
Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $477,544!*
Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you joinStock Advisor, and there may not be another chance like this anytime soon.
*Stock Advisor returns as of January 12, 2026
Jake Lerch has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and United Therapeutics. The Motley Fool has a disclosure policy.
Investment Advisor Doubles Down on Insurance Stock, According to Recent SEC Filing was originally published by The Motley Fool
Terms and Privacy Policy