Guru Ownership Trend
Guru Analysis for Burke & Herbert Financial Services Corp. (BHRB)
Burke & Herbert Financial Services Corp. (BHRB), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $17.73 M.
Top institutional holders include HOTCHKIS & WILEY and Chuck Royce.
Institutional sentiment is currently Bullish. This is evidenced by a $1.51 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 305.4%. Conversely, Chuck Royce reduced exposure by 7.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.02% | Reduce -6.3% | 104,944 | $6.47 M | Q3 2025 | |
| 0.05% | Reduce -7.4% | 75,640 | $4.67 M | Q3 2025 | |
| 0.00% | Add 305.4% | 64,817 | $4 M | Q3 2025 | |
| 0.00% | Add 95.7% | 8,146 | $502,526 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Burke & Herbert Financial Services Corp. (BHRB)
Top Guru holders include HOTCHKIS & WILEY ($6.47 M), Chuck Royce ($4.67 M), Cliff Asness ($4 M). Collectively, tracked Gurus hold 253,547 shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $1.51 M, with 2 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of BHRB completely. Total sell value was $1.74 M.
Yes, 0 Gurus opened new positions in BHRB, and 2 added to their existing holdings. Total buy value was $3.26 M.