Chuck Royce's BHRB Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 75,640 shares of Burke & Herbert Financial Services Corp. (BHRB) worth $4.67 M, representing 0.05% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Chuck Royce has maintained this position in BHRB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 127 shares. Largest reduction occurred in Q4 2024, reducing 13,317 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Burke & Herbert Financial Services (BHRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Burke & Herbert Financial Services (BHRB) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +99,621 | New Buy | 99,621 | $50.98 |
| Q3 2024 | -3,842 | Reduce 3.86% | 95,779 | $60.99 |
| Q4 2024 | -13,317 | Reduce 13.90% | 82,462 | $62.36 |
| Q1 2025 | +127 | Add 0.15% | 82,589 | $56.11 |
| Q2 2025 | -927 | Reduce 1.12% | 81,662 | $59.73 |
| Q3 2025 | -6,022 | Reduce 7.37% | 75,640 | $61.69 |
Chuck Royce's Burke & Herbert Financial Services Investment FAQs
Chuck Royce first purchased Burke & Herbert Financial Services Corp. (BHRB) in Q2 2024, acquiring 99,621 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Burke & Herbert Financial Services Corp. (BHRB) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Burke & Herbert Financial Services Corp. (BHRB) was in Q2 2024, adding 99,621 shares worth $5.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 75,640 shares of Burke & Herbert Financial Services Corp. (BHRB), valued at approximately $4.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Burke & Herbert Financial Services Corp. (BHRB) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Burke & Herbert Financial Services Corp. (BHRB) was 99,621 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.