Ticker · CUSIP 12135Y108

BHRB

BURKE HERBERT FINL SVCS CORP
···Share
Holders (tracked)
6
Combined shares
152,634
Combined value
$9.51M
Last close
$66.25
Quarter
2025Q4
Price · 1Y$66.25+18.00 (+37.30%)H $69.51 · L $47.33 · Avg Vol 67K
Position opened
$50.00$55.00$60.00$65.00$70.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
Flat over the last 8 quarters.
612024Q12025Q4
Price is +6.3% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

13 events
  1. −3,360 shares · 2025Q4
    Position
  2. −7,804 shares · 2025Q4
    Position
  3. −4,342 shares · 2025Q4
    Position
  4. +7,290 shares · 2025Q4
    Position
  5. −8,146 shares · 2025Q4
    Position
  6. +2,618 shares · 2025Q4
    Position
  7. +9,734 shares · 2025Q4
    Position
  8. +48,829 shares · 2025Q3
    Position
  9. +3,983 shares · 2025Q3
    Position
  10. +11,826 shares · 2025Q3
    Position
  11. −9,783 shares · 2025Q3
    Position
  12. −15,225 shares · 2025Q3
    Position
  13. +509 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of BHRB…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
Izzy Englander (Millennium Mgmt)2024Q2$55.19+20.0%$483K
Two Sigma Investments2024Q2$57.20+15.8%$2.1M
D.E. Shaw & Co.2024Q3$57.77+14.7%$1.3M
T. Rowe Price2024Q2$58.66+12.9%$985K
AQR Capital Management2023Q4$61.49+7.7%$4.9M
Ken Griffin (Citadel Advisors)2024Q2$61.75+7.3%$333K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions1
Added to2
Trimmed3
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2023Q2
1
$21.4M
2023Q3
1
$20.4M
2023Q4
2
$30.0M
2024Q1
1
$24.9M
2024Q2
7
$51.9M
2024Q3
6
$3.4M
2024Q4
5
$4.3M
2025Q1
5
$7.3M
2025Q2
6
$6.5M
2025Q3
6
$9.7M
2025Q4
6
$9.5M

Who owns BHRB

6 super-investors · 2025Q4
Tracked stake
152.6K
shares
Combined value
$10M
% of shares outstanding
shares-out unknown
Quarter action mix
New1Added2Trim3
#ManagerSharesValue
1AQR Capital Management74.6K$5M
2Two Sigma Investments32.0K$2M
3D.E. Shaw & Co.18.9K$1M
4T. Rowe Price14.9K$927K
5Izzy Englander
Millennium Mgmt
7.3K$454K
6Ken Griffin
Citadel Advisors
5.0K$313K

Recent moves

20 transactions
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