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Regent Peak Wealth Advisors’s Kemper KMPR Stock Holding History

Regent Peak Wealth Advisors’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 		$220K Sell
3,292
-3,273
-50% -$217K 0.05% 155
2024
Q4 		$436K Sell
6,565
-811
-11% -$53.5K 0.1% 94
2024
Q3 		$452K Hold
7,376
– – 0.1% 92
2024
Q2 		$438K Hold
7,376
– – 0.1% 95
2024
Q1 		$457K Sell
7,376
-810
-10% -$46.5K 0.12% 90
2023
Q4 		$398K Hold
8,186
– – 0.11% 93
2023
Q3 		$344K Hold
8,186
– – 0.11% 101
2023
Q2 		$395K Hold
8,186
– – 0.12% 90
2023
Q1 		$447K Sell
8,186
-4,031
-33% -$234K 0.14% 81
2022
Q4 		$601K Sell
12,217
-5,536
-31% -$278K 0.2% 74
2022
Q3 		$732K Buy
17,753
+5,536
+45% +$259K 0.26% 67
2022
Q2 		$585K Buy
12,217
+79
+0.7% +$3.96K 0.19% 70
2022
Q1 		$686K Sell
12,138
-7,621
-39% -$423K 0.2% 67
2021
Q4 		$1.16M Buy
19,759
+72
+0.4% +$4.38K 0.32% 54
2021
Q3 		$1.31M Hold
19,687
– – 0.38% 53
2021
Q2 		$1.3M Buy
19,687
+267
+1% +$20.6K 0.36% 52
2021
Q1 		$1.55M Buy
19,420
+2,860
+17% +$220K 0.51% 47
2020
Q4 		$1.27M Buy
16,560
+57
+0.3% +$4.05K 0.42% 48
2020
Q3 		$1.1M Sell
16,503
-3,696
-18% -$281K 0.47% 48
2020
Q2 		$1.47M Buy
20,199
+1,688
+9% +$113K 0.66% 32
2020
Q1 		$1.38M Buy
18,511
+14,534
+365% +$1.09M 0.77% 25
2019
Q4 		$308K Buy
+3,977
New +$297K 0.14% 95

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