MWM
KMPR icon

Modern Wealth Management’s Kemper KMPR Stock Holding History

Modern 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
-3,567
Closed -$230K – 824
2025
Q2 		$230K Buy
3,567
+25
+0.7% +$1.55K 0.01% 696
2025
Q1 		$237K Sell
3,542
-174
-5% -$11.5K 0.01% 596
2024
Q4 		$247K Buy
+3,716
New +$245K 0.01% 500

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Ameriprise
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Modern Wealth Management sold out of Kemper (KMPR) in Q3 2025, closing a stake of 3,567 shares — an estimated $230K sold.

Modern Wealth Management first reported a position in KMPR in Q4 2024 and held it in 3 quarters. The position peaked at $247K in Q4 2024. 319 funds tracked by Wall St. Rank hold KMPR as of Q3 2025.

  • Modern Wealth Management reported no remaining Kemper position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 3,567 Kemper shares in Q3 2025, an estimated $230K.
  • Modern Wealth Management first reported a position in Kemper in Q4 2024 and held it in 3 quarters.
  • Modern Wealth Management's Kemper position peaked at $247K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Kemper as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.