Concourse Financial Group Securities’s Kemper KMPR Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-2,810	Closed	-$182K	–	1157
2024 Q4	$182K	Buy	+2,810	New	+$185K	0.01%	758
2023 Q3	–	Sell	-14	Closed	-$664	–	2372
2023 Q2	$675	Hold	14	–	–	﹤0.01%	2189
2023 Q1	$765	Sell	14 -4	-22%	-$232	﹤0.01%	2203
2022 Q4	$885	Hold	18	–	–	﹤0.01%	2185
2022 Q3	$1K	Sell	18 -4	-18%	-$187	﹤0.01%	1889
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	2111
2022 Q1	$1K	Sell	22 -4	-15%	-$222	﹤0.01%	2109
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	2205
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	2225
2021 Q2	$2K	Sell	26 -13	-33%	-$1K	﹤0.01%	2195
2021 Q1	$3K	Buy	39 +11	+39%	+$848	﹤0.01%	2070
2020 Q4	$2K	Buy	28 +1	+4%	+$71	﹤0.01%	2098
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	2003
2020 Q2	$2K	Sell	27 -18	-40%	-$1.2K	﹤0.01%	1910
2020 Q1	$3K	Buy	+45	New	+$3.37K	﹤0.01%	1792

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Concourse Financial Group Securities's KMPR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kemper (KMPR) in Q1 2025, closing a stake of 2,810 shares — an estimated $182K sold.

Concourse Financial Group Securities first reported a position in KMPR in Q1 2020 and held it in 15 quarters. The position peaked at $182K in Q4 2024. 320 funds tracked by Wall St. Rank hold KMPR as of Q1 2025.

Concourse Financial Group Securities reported no remaining Kemper position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 2,810 Kemper shares in Q1 2025, an estimated $182K.
Concourse Financial Group Securities first reported a position in Kemper in Q1 2020 and held it in 15 quarters.
Concourse Financial Group Securities's Kemper position peaked at $182K in Q4 2024.
320 funds tracked by Wall St. Rank held Kemper as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.