Position in KMPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$430,012
-$600,990 QoQ
Shares Held
15,950
-52.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 291 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in KMPR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names. KMPR ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,758,825 | $112,891,119 | |
| 2 | MKL |
Markel Group Inc.
|
26,522 | $51,797,731 | |
| 3 | CB |
Chubb Ltd
|
90,743 | $30,919,769 | |
| 4 | ALL |
Allstate Corp
|
127,397 | $30,312,842 | |
| 5 | TRV |
Travelers Companies, Inc.
|
52,249 | $17,248,439 | |
| 6 | WRB |
Berkley W R Corp
|
243,134 | $17,148,241 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28,537 | $6,233,907 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26,910 | $4,982,117 |
All Filings in KMPR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,012 | 15,950 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,031,002 | 33,737 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $342,035 | 8,437 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $684,841 | 13,285 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $637,461 | 9,877 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $561,072 | 8,393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $473,119 | 7,121 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,711 | 3,881 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $642,420 | 10,375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $575,182 | 11,818 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $487,001 | 11,587 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $537,712 | 11,142 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $638,210 | 11,676 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $511,630 | 10,399 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $427,536 | 10,362 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $498,207 | 10,401 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $589,203 | 10,421 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $628,347 | 10,688 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $149,075 | 2,232 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $162,801 | 2,203 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $134,168 | 1,683 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $686,015 | 8,929 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $604,410 | 9,044 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $606,194 | 8,359 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||