EXENCIAL WEALTH ADVISORS, LLC

Position in KMPR — KEMPER Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in KMPR

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$362,105

-$117,442 QoQ

Shares Held

11,849

+0.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $4,429,636 across 4 Insurance - Property & Casualty names. KMPR ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,052	$3,276,248
2	PGR	Progressive Corp/Oh/	2,479	$491,436
3	KMPR	KEMPER Corp This page	11,849	$362,105
4	TRV	Travelers Companies, Inc.	1,028	$299,847

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$362,105	11,849	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$479,547	11,829	-2.7%	Shares	Sole	2026-01-30
2025-09-30	$626,487	12,153	+3.7%	Shares	Sole	2025-10-27
2025-06-30	$756,344	11,719	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$781,743	11,694	+0.0%	Shares	Sole	2025-05-09
2024-12-31	$776,683	11,690	+0.0%	Shares	Sole	2025-02-06
2024-09-30	$715,706	11,685	+0.0%	Shares	Sole	2024-10-31
2024-06-30	$693,152	11,683	-0.1%	Shares	Sole	2024-08-12
2024-03-31	$724,154	11,695	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$569,633	11,704	+0.2%	Shares	Sole	2024-02-13
2023-09-30	$491,162	11,686	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$563,387	11,674	0.0%	Shares	Sole	2023-08-10
2023-03-31	$638,100	11,674	+0.0%	Shares	Sole	2023-05-02
2022-12-31	$574,213	11,671	-48.5%	Shares	Sole	2023-02-14
2022-09-30	$935,281	22,668	-0.1%	Shares	Sole	2022-11-08
2022-06-30	$1,086,419	22,681	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.