Cerity Partners
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Cerity Partners’s Burford Capital BUR Stock Holding History

Cerity Partners’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 		$894K Buy
218,163
+124,689
+133% +$570K ﹤0.01% 2068
2026
Q1 		$423K Buy
93,474
+18,000
+24% +$157K ﹤0.01% 2388
2025
Q4 		$673K Buy
75,474
+35,724
+90% +$350K ﹤0.01% 1918
2025
Q3 		$475K Buy
39,750
+2,986
+8% +$39.9K ﹤0.01% 2006
2025
Q2 		$524K Buy
36,764
+10,541
+40% +$138K ﹤0.01% 1829
2025
Q1 		$346K Buy
+26,223
New +$368K ﹤0.01% 1949

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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
Invesco
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners's BUR Position: Q2 2026 in Review

Cerity Partners increased its Burford Capital (BUR) stake by 133% in Q2 2026, buying an estimated $570K and bringing the position to 218,163 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Cerity Partners first reported a position in BUR in Q1 2025 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Cerity Partners held 218,163 shares of Burford Capital worth $894K as of Q2 2026.
  • Cerity Partners bought 124,689 Burford Capital shares in Q2 2026, an estimated $570K.
  • Burford Capital made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2068 holding.
  • Cerity Partners first reported a position in Burford Capital in Q1 2025 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.