M&G Plc BUR BURFORD CAP LTD

Ownership history in M&G Plc  ·  10 quarters on record

AI Ownership Summary

M&G Plc reported BURFORD CAP LTD (BUR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 6.72% in 2024 Q1. The latest visible filing shows BUR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in BURFORD CAP LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BUR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.72% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M&G Plc held BUR — position size vs. price
% of Fund (quarterly)    BUR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 4,517,728 +2,864,279 +173.2% 0.09% $18.3M 2026-08-06 $4.30
2026 Q1 ADDED 1,653,449 +468,200 +39.5% 0.04% $7.0M 2026-05-13 $4.45
2025 Q4 ADDED 1,185,249 +179,615 +17.9% 0.05% $10.6M 2026-02-12 $9.18
2025 Q3 UNCHANGED 1,005,634 0% 0.06% $12.0M 2025-11-07 $8.84
2025 Q2 UNCHANGED 1,005,634 0% 0.06% $11.8M 2025-08-08 $13.24
2025 Q1 UNCHANGED 1,005,634 0% 0.06% $13.3M 2025-05-13 $14.09
2024 Q4 UNCHANGED 1,005,634 0% 0.08% $13.0M 2025-02-11 $14.82
2024 Q3 REDUCED 11.3% -3.7% 1,005,634 -128,261 -11.3% 4.81% $1.33B 2024-10-31 $13.19
2024 Q2 UNCHANGED 1,133,895 0% 5.77% $1.46B 2024-07-16 $13.90
2024 Q1 INITIATED 1,133,895 6.72% $1.78B 2024-05-10 $15.02

FAQ About M&G Plc and BUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning BUR?

M&G Plc reported BUR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BUR position in M&G Plc's portfolio?

The largest reported portfolio weight for BUR was 6.72% in 2024 Q1.

What is the latest reported BUR position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 4,517,728 shares, equal to 0.09% of portfolio, with an estimated market value of $18.3M.

What does the chart on this BUR ownership page compare?

The chart compares M&G Plc's quarterly BUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their BUR position?

Based on 13F filing dates vs. subsequent BUR price moves, M&G Plc correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on BUR relative to SPY over the holding period was -52.5%.

← Back to M&G Plc Holdings