HOTCHKIS & WILEY's BHRB Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 101,644 shares of Burke & Herbert Financial Services Corp. (BHRB) worth $6.33 M, representing 0.02% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained this position in BHRB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 9,310 shares. Largest reduction occurred in Q3 2025, reducing 7,056 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY'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 HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -4,000 | Reduce 3.79% | 101,644 | $62.29 |
| Q4 2025 | +700 | Add 0.67% | 105,644 | $62.31 |
| Q3 2025 | -7,056 | Reduce 6.30% | 104,944 | $61.69 |
| Q2 2025 | +9,310 | Add 9.07% | 112,000 | $59.73 |
| Q1 2025 | +102,690 | New Buy | 102,690 | $56.11 |
HOTCHKIS & WILEY's Burke & Herbert Financial Services Investment FAQs
HOTCHKIS & WILEY first purchased Burke & Herbert Financial Services Corp. (BHRB) in Q1 2025, acquiring 102,690 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Burke & Herbert Financial Services Corp. (BHRB) for 5 quarters since Q1 2025.
HOTCHKIS & WILEY's largest addition to Burke & Herbert Financial Services Corp. (BHRB) was in Q1 2025, adding 102,690 shares worth $5.76 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 101,644 shares of Burke & Herbert Financial Services Corp. (BHRB), valued at approximately $6.33 M.
As of the Q1 2026 filing, Burke & Herbert Financial Services Corp. (BHRB) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Burke & Herbert Financial Services Corp. (BHRB) was 112,000 shares, as reported at the end of Q2 2025.