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Legacy Wealth Asset Management’s Kemper KMPR Stock Holding History

Legacy Wealth Asset 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
Q1 		– Sell
-3,237
Closed -$215K – 355
2024
Q4 		$215K Sell
3,237
-151
-4% -$9.96K 0.06% 340
2024
Q3 		$208K Sell
3,388
-176
-5% -$10.8K 0.06% 338
2024
Q2 		$211K Buy
3,564
+69
+2% +$4.05K 0.06% 324
2024
Q1 		$216K Buy
+3,495
New +$201K 0.06% 327

Other funds holding KMPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legacy Wealth Asset Management's KMPR Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Kemper (KMPR) in Q1 2025, closing a stake of 3,237 shares — an estimated $215K sold.

Legacy Wealth Asset Management first reported a position in KMPR in Q1 2024 and held it in 4 quarters. The position peaked at $216K in Q1 2024. 320 funds tracked by Wall St. Rank hold KMPR as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Kemper position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,237 Kemper shares in Q1 2025, an estimated $215K.
  • Legacy Wealth Asset Management first reported a position in Kemper in Q1 2024 and held it in 4 quarters.
  • Legacy Wealth Asset Management's Kemper position peaked at $216K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Kemper as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.