Burke & Herbert Financial Services
BHRB
68.55
-0.65
-0.94%
Burke & Herbert Financial Services
US · BHRB
#3033 by market cap
Listed 1970
68.55
-0.65
-0.94%
Live - 5344 symbols - heartbeat 104s ago
· 2026-10-08 08:18
Pre-market
68.33
-0.32%
After-hours
68.55
0.00%
- Market cap
- 1.38B
- P/E (TTM)i
- 11.22
- P/Bi
- 1.16
- EPSi
- 7.72
- Div yieldi
- 3.21%
- 52W posi
- 69%
Reader sentiment
Are you bullish or bearish on BHRB?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Mixed / stable
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 44.96% -0.06pp
- Institutions
- 249 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund33.82%
Individual/Insider14.18%
Hedge Fund5.84%
Public Company3.27%
Private Company1.21%
VC/PE Fund0.41%
Government Pension Fund0.19%
Family Office/Trust0.19%
Other40.87%
Top holders as of 2026-06-30
BlackRock
6.04% · 1.22M sh
Kenneth Lehman
4.92% · 993.34K sh
Vanguard Capital Management, LLC
4.27% · 861.19K sh
State Street Global Advisors
2.76% · 557.55K sh
American Century Investment Management
2.42% · 489.21K sh
Geode Capital Management, LLC
2.29% · 462.14K sh
Endeavour Capital Advisors Inc.
2.27% · 459.18K sh
Dimensional Fund Advisors
2.24% · 452.26K sh
Julian Barnwell
2.04% · 411.96K sh
AllianceBernstein
1.61% · 325.39K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 32 buys · 14 sells
| Name | Role | Stake |
|---|---|---|
| Julian Barnwell | Director | 2.04% |
| Gary Hinkle | Director | 1.50% |
| James Burke | Director | 1.32% |
| Georgette George | Director | 0.70% |
| H. Maddy | President | 0.43% |
| David Wilson | Independent Director | 0.35% |
| Shawn McLaughlin | Director | 0.35% |
| David Boyle | Chair, President & CEO | 0.32% |
| S. Hinson | Vice Chairperson | 0.30% |
| Robert Tissue | Executive VP of Financial Strategy | 0.29% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-30 | Shannon Rowan | Executive VP and Director of Trust & Wealth Management | Other Acquisition | +63 | $54.77 |
| 2026-08-30 | Jennifer Schmidt | Executive Vice President of Enterprise Risk | Other Acquisition | +160 | $54.77 |
| 2026-08-30 | Lauren Kimlel | Executive Vice President & Chief Branch Banking Officer | Other Acquisition | +134 | $54.77 |
| 2026-08-30 | Kirtan Parikh | Chief Accounting Officer | Other Acquisition | +126 | $54.77 |
| 2026-08-30 | Patrick Huffman | Chief Accounting Officer | Other Acquisition | +111 | $54.77 |
| 2026-08-30 | Robert Hintelmann | Chief Credit Officer | Other Acquisition | +76 | $54.77 |
| 2026-08-20 | Georgette George | Director | Other Acquisition | +9,858 | -- |
| 2026-08-19 | David Wilson | Independent Director | Open Market Acquisition | +35 | $70.57 |
| 2026-08-13 | James Geary | Director | Open Market Disposition | -3,150 | $72.82–72.91 |
| 2026-08-11 | Diane Poillon | Independent Director | Open Market Acquisition | +1,200 | $73.67 |
| 2026-08-10 | James Burke | Director | Open Market Disposition | -1,500 | $73.03 |
| 2026-08-05 | Shawn McLaughlin | Director | Open Market Acquisition | +1,000 | $73.25 |
| 2026-08-03 | Julian Barnwell | Director | Other Acquisition | +91,361 | -- |
| 2026-08-03 | Julian Barnwell | Director | Other Disposition | -91,361 | -- |
| 2026-08-02 | James Geary | Director | Open Market Disposition | 0 | $73.93 |
| 2026-08-02 | Georgette George | Director | Open Market Disposition | -1,000 | $73.67 |
| 2026-08-02 | Katherine Bonnafe | Director | Open Market Disposition | -1,000 | $73.65 |
| 2026-07-30 | David Wilson | Independent Director | Other Disposition | -100 | -- |
| 2026-07-29 | Robert Tissue | Executive VP of Financial Strategy | Derivative Exercise and Sale | -12,914 | $43.33–73.63 |
| 2026-07-29 | Robert Tissue | Executive VP of Financial Strategy | Derivative Exercise and Retained | +4,206 | $43.33 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:18:55 · For reference only, not investment advice and not tailored to your situation.