Evergreen Capital Management
KMPR icon

Evergreen Capital Management’s Kemper KMPR Stock Holding History

Evergreen Capital 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
2026
Q3 		$213K Sell
8,516
-16,483
-66% -$458K ﹤0.01% 1363
2026
Q2 		$674K Buy
24,999
+16,346
+189% +$476K 0.01% 730
2026
Q1 		$264K Buy
8,653
+2,716
+46% +$93K 0.01% 1206
2025
Q4 		$241K Buy
5,937
+225
+4% +$9.6K 0.01% 1191
2025
Q3 		$294K Buy
+5,712
New +$321K 0.01% 989

Other funds holding KMPR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Evergreen Capital Management's KMPR Position: Q3 2026 in Review

Evergreen Capital Management reduced its Kemper (KMPR) stake by 66% in Q3 2026, selling an estimated $458K and leaving 8,516 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Evergreen Capital Management first reported a position in KMPR in Q3 2025 and has held it in 5 quarters since. The position peaked at $674K in Q2 2026. 172 funds tracked by Wall St. Rank hold KMPR as of Q3 2026.

  • Evergreen Capital Management held 8,516 shares of Kemper worth $213K as of Q3 2026.
  • Evergreen Capital Management sold 16,483 Kemper shares in Q3 2026, an estimated $458K.
  • Kemper made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1363 holding.
  • Evergreen Capital Management first reported a position in Kemper in Q3 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's Kemper position peaked at $674K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Kemper as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.