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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 $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regent Peak Wealth Advisors's KMPR Position: Q1 2025 in Review

Regent Peak Wealth Advisors reduced its Kemper (KMPR) stake by 50% in Q1 2025, selling an estimated $217K and leaving 3,292 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #155.

Regent Peak Wealth Advisors first reported a position in KMPR in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2021. 321 funds tracked by Wall St. Rank hold KMPR as of Q1 2025.

  • Regent Peak Wealth Advisors held 3,292 shares of Kemper worth $220K as of Q1 2025.
  • Regent Peak Wealth Advisors sold 3,273 Kemper shares in Q1 2025, an estimated $217K.
  • Kemper made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #155 holding.
  • Regent Peak Wealth Advisors first reported a position in Kemper in Q4 2019 and has held it in 22 quarters since.
  • Regent Peak Wealth Advisors's Kemper position peaked at $1.55M in Q1 2021.
  • 321 funds tracked by Wall St. Rank held Kemper as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.