EVERGREEN CAPITAL MANAGEMENT LLC KMPR — KEMPER CORP

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  ·  4 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported KEMPER CORP (KMPR) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows KMPR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KMPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERGREEN CAPITAL MANAGEMENT LLC's position in KEMPER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KMPR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KMPR stock page EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN CAPITAL MANAGEMENT LLC held KMPR — position size vs. price
% of Fund (quarterly)    KMPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,999 +16,346 +188.9% 0.01% $674K 2026-07-23 $27.64
2026 Q1 ADDED — — — 8,653 +2,716 +45.7% 0.01% $264K 2026-05-14 $29.83
2025 Q4 ADDED — — — 5,937 +225 +3.9% 0.01% $241K 2026-01-27 $37.63
2025 Q3 INITIATED — — — 5,712 — — 0.01% $294K 2025-10-28 $44.77

🏢 Other funds also holding KMPR

As of 2026 Q2 — sorted by position size

Fideuram Asset Management (Ireland) dac 0.15% Tactive Advisors, LLC 0.07% Y-Intercept (Hong Kong) Ltd 3Y 0.06% Oak Thistle LLC 3Y 0.05% State of Alaska, Department of Revenue 3Y 7Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01% Curated Wealth Partners LLC 3Y 0.01% D.A. DAVIDSON & CO. 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About EVERGREEN CAPITAL MANAGEMENT LLC and KMPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERGREEN CAPITAL MANAGEMENT LLC reported owning KMPR?

EVERGREEN CAPITAL MANAGEMENT LLC reported KMPR across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported KMPR position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for KMPR was 0.01% in 2026 Q2.

What is the latest reported KMPR position on this page?

The most recent filing on this page is 2026 Q2, when EVERGREEN CAPITAL MANAGEMENT LLC reported 24,999 shares, equal to 0.01% of portfolio, with an estimated market value of $674K.

What does the chart on this KMPR ownership page compare?

The chart compares EVERGREEN CAPITAL MANAGEMENT LLC's quarterly KMPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERGREEN CAPITAL MANAGEMENT LLC time their KMPR position?

Based on 13F filing dates vs. subsequent KMPR price moves, EVERGREEN CAPITAL MANAGEMENT LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on KMPR relative to SPY over the holding period was -53.7%.

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