Allegheny Financial Group’s Burford Capital BUR Stock Holding History

Allegheny Financial Group’s Portfolio BUR Stock Details BUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Buy	25,917 +11,097	+75%	+$50.7K	0.01%	300
2026 Q1	$67K	Buy	14,820 +33	+0.2%	+$289	0.01%	285
2025 Q4	$132K	Buy	14,787 +2,227	+18%	+$21.8K	0.02%	282
2025 Q3	$150K	Hold	12,560	–	–	0.03%	253
2025 Q2	$179K	Hold	12,560	–	–	0.04%	241
2025 Q1	$166K	Sell	12,560 -123	-1%	-$1.73K	0.04%	222
2024 Q4	$162K	Sell	12,683 -14,719	-54%	-$198K	0.04%	221
2024 Q3	$363K	Buy	27,402 +812	+3%	+$10.8K	0.09%	173
2024 Q2	$347K	Buy	26,590 +5,578	+27%	+$81.9K	0.1%	161
2024 Q1	$336K	Buy	21,012 +234	+1%	+$3.47K	0.1%	157
2023 Q4	$324K	Hold	20,778	–	–	0.1%	154
2023 Q3	$291K	Buy	+20,778	New	+$283K	0.11%	149

Other funds holding BUR

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Allegheny Financial Group's BUR Position: Q2 2026 in Review

Allegheny Financial Group increased its Burford Capital (BUR) stake by 75% in Q2 2026, buying an estimated $50.7K and bringing the position to 25,917 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #300.

Allegheny Financial Group first reported a position in BUR in Q3 2023 and has held it in 12 quarters since. The position peaked at $363K in Q3 2024. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

Allegheny Financial Group held 25,917 shares of Burford Capital worth $106K as of Q2 2026.
Allegheny Financial Group bought 11,097 Burford Capital shares in Q2 2026, an estimated $50.7K.
Burford Capital made up 0.01% of Allegheny Financial Group's portfolio in Q2 2026, its #300 holding.
Allegheny Financial Group first reported a position in Burford Capital in Q3 2023 and has held it in 12 quarters since.
Allegheny Financial Group's Burford Capital position peaked at $363K in Q3 2024.
234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.