CCG Wealth Management’s Kemper KMPR Stock Holding History

CCG Wealth Management’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
2025 Q3	–	Sell	-3,770	Closed	-$243K	–	87
2025 Q2	$243K	Hold	3,770	–	–	0.13%	71
2025 Q1	$252K	Hold	3,770	–	–	0.15%	64
2024 Q4	$250K	Hold	3,770	–	–	0.14%	59
2024 Q3	$231K	Hold	3,770	–	–	0.13%	64
2024 Q2	$224K	Hold	3,770	–	–	0.13%	61
2024 Q1	$233K	Buy	+3,770	New	+$216K	0.14%	65
2023 Q3	–	Sell	-4,919	Closed	-$237K	–	67
2023 Q2	$237K	Sell	4,919 -105	-2%	-$5.08K	0.15%	55
2023 Q1	$275K	Hold	5,024	–	–	0.18%	49
2022 Q4	$247K	Sell	5,024 -400	-7%	-$20.1K	0.14%	80
2022 Q3	$224K	Sell	5,424 -686	-11%	-$32.1K	0.14%	80
2022 Q2	$293K	Sell	6,110 -800	-12%	-$40.1K	0.17%	69
2022 Q1	$391K	Sell	6,910 -2,100	-23%	-$117K	0.19%	67
2021 Q4	$530K	Sell	9,010 -2,920	-24%	-$178K	0.28%	41
2021 Q3	$797K	Sell	11,930 -1,562	-12%	-$106K	0.46%	43
2021 Q2	$997K	Sell	13,492 -1,146	-8%	-$88.4K	0.77%	25
2021 Q1	$1.17M	Sell	14,638 -73,335	-83%	-$5.65M	1.15%	22
2020 Q4	$6.76M	Sell	87,973 -79,313	-47%	-$5.64M	7.12%	3
2020 Q3	$11.2M	Sell	167,286 -6,000	-3%	-$455K	10.47%	2
2020 Q2	$12.6M	Hold	173,286	–	–	11.72%	1
2020 Q1	$12.9M	Sell	173,286 -2,749	-2%	-$206K	12.38%	1
2019 Q4	$13.6M	Sell	176,035 -13,000	-7%	-$970K	8.64%	2
2019 Q3	$14.7M	Sell	189,035 -1,310	-0.7%	-$105K	10.05%	1
2019 Q2	$16.4M	Hold	190,345	–	–	11.73%	1
2019 Q1	$14.5M	Sell	190,345 -5,000	-3%	-$384K	11.63%	2
2018 Q4	$13M	Buy	+195,345	New	+$14.2M	12.61%	2

Other funds holding KMPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCG Wealth Management's KMPR Position: Q3 2025 in Review

CCG Wealth Management sold out of Kemper (KMPR) in Q3 2025, closing a stake of 3,770 shares — an estimated $243K sold.

CCG Wealth Management first reported a position in KMPR in Q4 2018 and held it in 25 quarters. The position peaked at $16.4M in Q2 2019. 319 funds tracked by Wall St. Rank hold KMPR as of Q3 2025.

CCG Wealth Management reported no remaining Kemper position as of Q3 2025 after selling out during the quarter.
CCG Wealth Management sold 3,770 Kemper shares in Q3 2025, an estimated $243K.
CCG Wealth Management first reported a position in Kemper in Q4 2018 and held it in 25 quarters.
CCG Wealth Management's Kemper position peaked at $16.4M in Q2 2019.
319 funds tracked by Wall St. Rank held Kemper as of Q3 2025.

Based on CCG Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.