Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kemper KMPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$570K Sell
18,638
-3,068
-14% -$105K ﹤0.01% 1920
2025
Q4 		$880K Sell
21,706
-44,655
-67% -$1.91M ﹤0.01% 1570
2025
Q3 		$3.42M Buy
66,361
+36,118
+119% +$2.03M 0.01% 868
2025
Q2 		$1.95M Sell
30,243
-158
-0.5% -$9.78K 0.01% 966
2025
Q1 		$2.03M Buy
30,401
+11,780
+63% +$782K 0.01% 827
2024
Q4 		$1.24M Buy
18,621
+8,222
+79% +$542K 0.01% 969
2024
Q3 		$637K Buy
10,399
+6,876
+195% +$423K ﹤0.01% 1222
2024
Q2 		$209K Buy
3,523
+3,040
+629% +$178K ﹤0.01% 1567
2024
Q1 		$30K Buy
483
+348
+258% +$20K ﹤0.01% 2641
2023
Q4 		$7K Sell
135
-35
-21% -$1.53K ﹤0.01% 3351
2023
Q3 		$7K Buy
170
+10
+6% +$474 ﹤0.01% 3305
2023
Q2 		$8K Buy
160
+20
+14% +$968 ﹤0.01% 3210
2023
Q1 		$8K Buy
140
+3
+2% +$174 ﹤0.01% 3082
2022
Q4 		$7K Buy
137
+36
+36% +$1.81K ﹤0.01% 3009
2022
Q3 		$4K Sell
101
-42
-29% -$1.97K ﹤0.01% 3183
2022
Q2 		$7K Buy
143
+4
+3% +$200 ﹤0.01% 2807
2022
Q1 		$8K Buy
139
+53
+62% +$2.94K ﹤0.01% 2621
2021
Q4 		$5K Buy
+86
New +$5.23K ﹤0.01% 2734
2021
Q2 		$6K Hold
85
– – ﹤0.01% 2301
2021
Q1 		$6K Hold
85
– – ﹤0.01% 2301
2020
Q4 		$6K Hold
85
– – ﹤0.01% 2300
2020
Q3 		$6K Hold
85
– – ﹤0.01% 2300
2020
Q2 		$6K Hold
85
– – ﹤0.01% 2300
2020
Q1 		$6K Hold
85
– – ﹤0.01% 2300
2019
Q4 		$6K Hold
85
– – ﹤0.01% 2300
2019
Q3 		$6K Hold
85
– – ﹤0.01% 2300
2019
Q2 		$6K Hold
85
– – ﹤0.01% 2300
2019
Q1 		$6K Buy
+85
New +$6.52K ﹤0.01% 2300

Other funds holding KMPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KMPR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Kemper (KMPR) stake by 14% in Q1 2026, selling an estimated $105K and leaving 18,638 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Carson Wealth (CWM LLC) first reported a position in KMPR in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q3 2025. 276 funds tracked by Wall St. Rank hold KMPR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,638 shares of Kemper worth $570K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,068 Kemper shares in Q1 2026, an estimated $105K.
  • Kemper made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1920 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kemper in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Kemper position peaked at $3.42M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Kemper as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.