BHRB

Burke & Herbert Financial Se

Latest period2026 - Q2Total superinvestors8

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 8 superinvestors own shares of Burke & Herbert Financial Se (BHRB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Burke & Herbert Financial Se (BHRB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Burke & Herbert Financial Se (BHRB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Burke & Herbert Financial Se (BHRB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 46.25%
0.01%
$862,176
11,998 shares@ 71.86 avg price
David Lutz@Lifeguide Financial Advisors, Llc
Recent Activity
New Position
0.16%
$541,824
7,540 shares@ 71.86 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
0.03%
$231,245
3,218 shares@ 71.86 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
New Position
0.02%
$202,501
2,818 shares@ 71.86 avg price
Gina Cook@Hhm Wealth Advisors, Llc
Recent Activity
0.01%
$40,242
560 shares@ 71.87 avg price
John Chandler@City Holding Co
Recent Activity
0.01%
$21,700
302 shares@ 71.86 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 328%
0.01%
$15,378
214 shares@ 71.86 avg price
Lorraine Fang@Gamma Investing Llc
Recent Activity
Increased 18.19%
0.01%
$5,605
78 shares@ 71.86 avg price

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