KMPR β€” KEMPER CORP

Ownership history in FOX RUN MANAGEMENT, L.L.C.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. reported a position in KEMPER CORP (KMPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.23% (2025 Q1)
πŸ“Š Avg. % of fund
0.15%
πŸ“… First filed
2018 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

FOX RUN MANAGEMENT, L.L.C. Γ— KMPR AI Analytics

πŸ“‰ FOX RUN MANAGEMENT, L.L.C. underperformed the S&P 500 by –122.6% annually on this KMPR position. Timing score: 50% (3/6 decisions correct). Average cost basis: $52.62. Maximum drawdown during holding period: –38.2%.

πŸ“ˆ Position Alpha vs SPY
-122.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 122.6% ann.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$52.62
-23.7% vs current ($40.14)

Best entry: $40.14 (2025 Q4)  Β·  Worst: $64.91 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–38.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
71%
buy-side decisions

5 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.23% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KMPR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,334 +24,660 +194.6% 0.23% $1.5M $40.14
2025 Q2 REDUCED 12,674 -9,925 -43.9% 0.14% $818K $62.98
2025 Q1 ADDED 22,599 +15,382 +213.1% 0.23% $1.5M $64.91
2024 Q4 ADDED 7,217 +2,817 +64.0% 0.09% $479K $64.21
2024 Q3 REDUCED 4,400 -10,059 -69.6% 0.06% $270K $58.93
2024 Q1 ADDED 14,459 +11,402 +373.0% 0.19% $895K $58.98
2018 Q4 INITIATED 3,057 β€” β€” 0.11% $203K $56.96
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