Kemper Corp (KMPR): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Kemper Corp (KMPR) following the 2026 Q1 hedge fund 13F filings?

As of today, KMPR has moved -14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -20.6%. Since the quarter end (March 31, 2026), KMPR gained -18.1% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Kemper Corp (KMPR)

271 + Investors. Track Smart Money conviction in KMPR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — KMPR

Based on 272 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds reduced or closed their KMPR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 80% of 3.0Y peak

80% of all-time peak

272 funds currently hold this stock — 80% of the 3.0-year high of 341 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q

48 fewer hedge funds hold KMPR compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 48% buying

146 buying158 selling

Last quarter: 158 funds reduced or exited vs 146 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~49 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 55 → 51 → 54 → 49. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new

165 out of 272 hedge funds have held KMPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +5%, value -22%

Value

-22%

+4%

Last quarter: funds added +5% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~49 new funds/quarter

51 → 55 → 51 → 54 → 49 new funds/Q

New funds entering each quarter: 55 → 51 → 54 → 49. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new

Entry-cohort mix of 273 holders: 187 (68%) are 2+ year veterans, 21 entered 1–2 years ago, and 65 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

46 of 272 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in KMPR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.6

out of 10

Low Exit Risk

Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	271	289	-6.23%
13F Shares	54M	51M	4.9%
Total Value	$1.61B	$2.08B	-22.36%
New Positions	48	54	-6
Increased Positions	97	95	+2
Closed Positions	66	77	-11
Reduced Positions	91	111	-20
Total Calls	0	2	-100.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

271

289

-6.23%

13F Shares

54M

51M

4.9%

Total Value

$1.61B

$2.08B

-22.36%

New Positions

-6

Increased Positions

Closed Positions

-11

Reduced Positions

111

-20

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q1)

271 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KMPR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 KMPR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	New South Capital Management Inc	1.01%	687,261	$21.0M
2	Lakewood Capital Management, LP	0.97%	501,090	$15.3M
3	Fuller & Thaler Asset Management, INC.	0.38%	3,697,718	$113.0M
4	Oak Thistle LLC	0.24%	81,680	$2.5M
5	Dark Forest Capital Management LP	0.24%	88,347	$2.7M
6	Optimize Financial Inc	0.23%	14,990	$458K
7	Bayforest Capital Ltd	0.22%	6,286	$192K
8	Eagle Global Advisors LLC	0.18%	159,060	$4.9M
9	Carl P. Sherr & Co., LLC	0.14%	10,000	$306K
10	Fox Run Management, L.L.C.	0.14%	26,260	$792K
11	Sagewood Asset Management LP	0.11%	11,014	$337K
12	Caxton Associates LLP	0.10%	146,177	$4.5M
13	Farmers & Merchants Trust Co of Long Beach	0.10%	13,776	$421K
14	EntryPoint Capital, LLC	0.08%	8,830	$270K
15	Axq Capital, LP	0.07%	18,217	$557K
16	Voloridge Investment Management, LLC	0.06%	520,132	$15.9M
17	ExodusPoint Capital Management, LP	0.06%	256,147	$7.8M
18	Beese Fulmer Investment Management, INC.	0.06%	29,150	$891K
19	Jacobs Levy Equity Management, Inc	0.05%	426,637	$13.0M
20	Mengis Capital Management, Inc.	0.05%	10,250	$313K
21	D. E. Shaw & Co., Inc.	0.05%	2,654,631	$81.1M
22	Inspire Investing, LLC	0.04%	16,847	$515K
23	Walleye Capital LLC	0.04%	325,197	$9.9M
24	Hotchkis & Wiley Capital Management LLC	0.04%	414,500	$12.7M
25	Aquatic Capital Management LLC	0.04%	43,557	$1.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Kemper Corp (KMPR)

What does the Smart Money Trend signal show for KMPR?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their KMPR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KMPR?

More sellers than buyers — 48% buying: Last quarter: 158 funds reduced or exited vs 146 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KMPR holders?

Elite ownership — 40% AUM from top-100 funds: 46 of 272 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in KMPR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KMPR?

61% of holders stayed for 2+ years: 165 out of 272 hedge funds have held KMPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Kemper Corp (KMPR) following the 2026 Q1 hedge fund 13F filings?

As of today, KMPR has moved -14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -20.6%. Since the quarter end (March 31, 2026), KMPR has gained -18.1% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Kemper Corp (KMPR)

Smart Money Signals — KMPR

Selling streak — 3 quarters in a row

High ownership — 80% of 3.0Y peak

Outflows — 15% fewer funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~49 new funds per quarter

61% of holders stayed for 2+ years

Buying through price weakness — shares +5%, value -22%

Steady discovery — ~49 new funds/quarter

Veteran-anchored — 68% veterans vs 24% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — KMPR

Hedge Fund Ownership: KMPR

Market Analysis: KMPR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KMPR

Is It Too Late to Buy Kemper Corp (KMPR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: KMPR

Statistics: KMPR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Kemper Corp (KMPR)

Welcome to 13Foresight!