Creative Planning

Creative Planning’s Kemper KMPR Stock Holding History

Creative Planning’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	$1.18M	Buy	38,503 +23,090	+150%	+$790K	﹤0.01%	2328
2025 Q4	$625K	Sell	15,413 -7,414	-32%	-$318K	﹤0.01%	2644
2025 Q3	$1.18M	Buy	22,827 +18,590	+439%	+$1.04M	﹤0.01%	1963
2025 Q2	$273K	Buy	+4,237	New	+$262K	﹤0.01%	2976
2025 Q1	–	Sell	-14	Closed	-$930	–	3607
2024 Q4	$930	Buy	+14	New	+$923	﹤0.01%	3530
2023 Q4	–	Sell	-70	Closed	-$2.94K	–	2933
2023 Q3	$2.94K	Buy	+70	New	+$3.32K	﹤0.01%	2781
2017 Q3	–	Sell	-200	Closed	-$8K	–	2859
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	3753
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	3719
2016 Q4	$9K	Sell	200 -14	-7%	-$567	﹤0.01%	3611
2016 Q3	$8K	Sell	214 -40,181	-99%	-$1.45M	﹤0.01%	3649
2016 Q2	$1.25M	Buy	40,395 +213	+0.5%	+$6.64K	0.01%	457
2016 Q1	$1.19M	Sell	40,182 -41,973	-51%	-$1.26M	0.01%	450
2015 Q4	$3.06M	Sell	82,155 -99,937	-55%	-$3.83M	0.03%	230
2015 Q3	$6.44M	Buy	182,092 +2,000	+1%	+$74.5K	0.06%	133
2015 Q2	$6.94M	Buy	+180,092	New	+$6.8M	0.06%	125

Other funds holding KMPR

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

Fuller & Thaler Asset Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

AQR Capital Management

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

Millennium Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return