AFG
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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
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
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return