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BigSur Wealth Management’s Burford Capital BUR Stock Holding History

BigSur Wealth Management’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
2025
Q1 		– Sell
-50,000
Closed -$638K – 154
2024
Q4 		$638K Hold
50,000
– – 0.18% 102
2024
Q3 		$663K Hold
50,000
– – 0.18% 100
2024
Q2 		$653K Buy
+50,000
New +$734K 0.2% 99

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BigSur Wealth Management's BUR Position: Q1 2025 in Review

BigSur Wealth Management sold out of Burford Capital (BUR) in Q1 2025, closing a stake of 50,000 shares — an estimated $638K sold.

BigSur Wealth Management first reported a position in BUR in Q2 2024 and held it in 3 quarters. The position peaked at $663K in Q3 2024. 207 funds tracked by Wall St. Rank hold BUR as of Q1 2025.

  • BigSur Wealth Management reported no remaining Burford Capital position as of Q1 2025 after selling out during the quarter.
  • BigSur Wealth Management sold 50,000 Burford Capital shares in Q1 2025, an estimated $638K.
  • BigSur Wealth Management first reported a position in Burford Capital in Q2 2024 and held it in 3 quarters.
  • BigSur Wealth Management's Burford Capital position peaked at $663K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Burford Capital as of Q1 2025.

Based on BigSur Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.