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BHRB Insider Trading

Insider Ownership Percentage: 10.92%
Insider Buying (Last 12 Months): $621,535.00
Insider Selling (Last 12 Months): $0.00

Burke & Herbert Financial Services Insider Trading History Chart

This chart shows the insider buying and selling history at Burke & Herbert Financial Services by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Burke & Herbert Financial Services Share Price & Price History

Current Price: $60.38
Price Change: ▼ Price Decrease of -0.98 (-1.60%)
As of 03/20/2026 05:00 PM ET

This chart shows the closing price history over time for BHRB up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Burke & Herbert Financial Services Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/28/2025Shawn Patrick MclaughlinDirectorBuy1,000$61.00$61,000.0067,000View SEC Filing Icon  
6/5/2025Jose David RiojasDirectorBuy500$55.85$27,925.0019,000View SEC Filing Icon  
5/23/2025Samuel Laing Hinson, IIIDirectorBuy4,802$55.00$264,110.0033,602View SEC Filing Icon  
5/7/2025Shawn Patrick MclaughlinDirectorBuy1,000$56.50$56,500.0064,000View SEC Filing Icon  
4/29/2025Samuel Laing Hinson, IIIDirectorBuy4,000$53.00$212,000.0028,800View SEC Filing Icon  
3/13/2025Julian Forrest Jr. BarnwellDirectorBuy1,140$58.38$66,553.2091,361View SEC Filing Icon  
3/10/2025Julian Forrest Jr. BarnwellDirectorBuy1,000$58.80$58,800.0084,083View SEC Filing Icon  
3/7/2025Julian Forrest Jr. BarnwellDirectorBuy1,000$59.75$59,750.0083,083View SEC Filing Icon  
3/5/2025Julian Forrest Jr. BarnwellDirectorBuy2,000$60.50$121,000.00203,939View SEC Filing Icon  
2/26/2025Julian Forrest Jr. BarnwellDirectorBuy2,000$61.75$123,500.00197,939View SEC Filing Icon  
2/21/2025Julian Forrest Jr. BarnwellDirectorBuy2,000$62.50$125,000.00189,939View SEC Filing Icon  
2/13/2025Julian Forrest Jr. BarnwellDirectorBuy5,000$63.75$318,750.00187,939View SEC Filing Icon  
2/10/2025Gary L. HinkleDirectorBuy3,000$64.97$194,910.00248,459View SEC Filing Icon  
1/31/2025Gary L. HinkleDirectorBuy1,000$64.48$64,480.00244,355View SEC Filing Icon  
1/29/2025Shawn Patrick MclaughlinDirectorBuy1,000$63.00$63,000.0062,000View SEC Filing Icon  
12/13/2024Julian Forrest Jr. BarnwellDirectorBuy3,000$68.75$206,250.00182,939View SEC Filing Icon  
12/9/2024Shawn Patrick MclaughlinDirectorBuy555$69.35$38,489.2561,000View SEC Filing Icon  
12/5/2024Shawn Patrick MclaughlinDirectorBuy195$69.50$13,552.5060,445View SEC Filing Icon  
11/18/2024Gary L. HinkleDirectorBuy1,548$68.50$106,038.00238,355View SEC Filing Icon  
11/15/2024Gary L. HinkleDirectorBuy3,652$68.56$250,381.12236,807View SEC Filing Icon  
8/23/2024Gary L. HinkleDirectorBuy5,000$68.09$340,450.00233,155View SEC Filing Icon  
8/5/2024Shawn Patrick MclaughlinDirectorBuy250$59.50$14,875.0058,750View SEC Filing Icon  
6/10/2024Jose David RiojasDirectorBuy1,397$47.49$66,343.5316,000View SEC Filing Icon  
6/6/2024Jose David RiojasDirectorBuy3$47.75$143.2514,603View SEC Filing Icon  
6/4/2024Julian Forrest Jr. BarnwellDirectorBuy1,000$48.49$48,490.0090,221View SEC Filing Icon  
5/23/2024Jose David RiojasDirectorBuy600$48.00$28,800.0014,600View SEC Filing Icon  
5/20/2024Gary L. HinkleDirectorBuy2,039$50.25$102,459.75222,169View SEC Filing Icon  
5/17/2024Gary L. HinkleDirectorBuy470$50.54$23,753.80220,130View SEC Filing Icon  
5/15/2024Gary L. HinkleDirectorBuy600$50.23$30,138.00219,450View SEC Filing Icon  
5/13/2024Gary L. HinkleDirectorBuy613$49.65$30,435.45216,071View SEC Filing Icon  
5/10/2024Gary L. HinkleDirectorBuy1,608$49.60$79,756.80215,458View SEC Filing Icon  
4/30/2024Jose David RiojasDirectorBuy400$52.50$21,000.0014,000View SEC Filing Icon  
3/15/2024Julian Forrest Jr. BarnwellDirectorBuy3,000$52.00$156,000.00174,939View SEC Filing Icon  
2/21/2024Mark Guthrie AndersonDirectorBuy2,400$55.35$132,840.0011,200View SEC Filing Icon  
2/1/2024Shawn Patrick MclaughlinDirectorBuy500$57.57$28,785.0050,500View SEC Filing Icon  
1/30/2024Jose David RiojasDirectorBuy1,126$60.00$67,560.0012,726View SEC Filing Icon  
12/12/2023Julian Forrest Jr. BarnwellDirectorBuy3,000$54.75$164,250.00166,539View SEC Filing Icon  
12/8/2023Shawn Patrick MclaughlinDirectorBuy100$52.90$5,290.001,000View SEC Filing Icon  
9/13/2023David P. BoyleCEOBuy625$48.10$30,062.5014,135View SEC Filing Icon  
9/12/2023Shawn Patrick MclaughlinDirectorBuy2,000$49.63$99,260.0047,500View SEC Filing Icon  
9/11/2023David P. BoyleCEOBuy1,000$48.69$48,690.0013,510View SEC Filing Icon  
9/8/2023Mark Guthrie AndersonDirectorBuy2,400$50.00$120,000.003,200View SEC Filing Icon  
9/1/2023Shawn Patrick MclaughlinDirectorBuy1,250$49.92$62,400.0045,500View SEC Filing Icon  
8/30/2023Nicholas Carosi IIIDirectorBuy400$49.90$19,960.004,440View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at BHRB by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Burke & Herbert Financial Services Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/20/2026Hsbc Holdings PLC10,056$0.63M0.0%N/A0.067%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.16,388$1.02M0.0%+12.5%0.109%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV19,969$1.24M0.0%-9.1%0.133%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC46,053$2.87M0.0%+122.0%0.306%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Portfolio Strategies LLC4,680$0.29M0.0%-25.0%0.031%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Fundamental Investments LLC3,260$0.20M0.0%-5.8%0.022%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC7,290$0.45M0.0%N/A0.049%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC81,653$5.09M0.1%+235.4%0.543%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC74,551$4.65M0.0%+15.0%0.496%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD14,874$0.93M0.0%+21.4%0.099%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System13,329$0.83M0.0%+4.8%0.089%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS8,000$0.50M0.0%N/A0.053%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC8,030$0.50M0.0%+48.1%0.053%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC6,216$0.39M0.0%-17.1%0.041%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC28,392$1.77M0.0%+13.7%0.189%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC487$30K0.0%N/A0.003%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP32,393$2.02M0.0%-33.2%0.216%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 4,104$0.26M0.0%-10.2%0.027%Search for SEC Filing on Google Icon
2/13/2026Avenir Corp4,980$0.31M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/13/2026Fourthstone LLC72,663$4.53M0.8%-47.3%0.483%Search for SEC Filing on Google Icon
2/13/2026Quattro Advisors LLC11,303$0.70M0.6%N/A0.075%Search for SEC Filing on Google Icon
2/13/2026Rafferty Asset Management LLC5,923$0.37M0.0%-44.7%0.039%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP5,931$0.37M0.0%-28.3%0.039%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.109,474$6.82M0.0%-1.6%0.728%Search for SEC Filing on Google Icon
2/13/2026State Street Corp360,845$22.48M0.0%-5.9%2.401%Search for SEC Filing on Google Icon
2/13/2026Ieq Capital LLC7,898$0.49M0.0%+15.0%0.053%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,173$1.13M0.0%+9.3%0.121%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN29,842$1.86M0.0%+17.2%0.199%Search for SEC Filing on Google Icon
2/12/2026Brooklyn Investment Group5,796$0.36M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/12/2026Burke & Herbert Bank & Trust Co.221,746$13.82M3.8%-13.8%1.475%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP317,991$19.81M0.0%+12.8%2.116%Search for SEC Filing on Google Icon
2/12/2026Swiss National Bank26,600$1.66M0.0%+1.9%0.177%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC19,919$1.24M0.0%-4.1%0.133%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC46,053$2.87M0.0%+122.0%0.306%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG11,677$0.73M0.0%+8.1%0.078%Search for SEC Filing on Google Icon
2/11/2026Brandywine Global Investment Management LLC9,150$0.57M0.0%N/A0.061%Search for SEC Filing on Google Icon
2/11/2026JPMorgan Chase & Co.56,434$3.52M0.0%+2.3%0.375%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.164,263$10.24M0.0%+68.5%1.093%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC5,210$0.33M0.0%-17.8%0.035%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC370,707$23.10M0.0%-0.9%2.467%Search for SEC Filing on Google Icon
2/9/2026Royce & Associates LP59,995$3.74M0.0%-20.7%0.399%Search for SEC Filing on Google Icon
2/9/2026Endeavour Capital Advisors Inc.125,323$7.81M2.2%+22.0%0.834%Search for SEC Filing on Google Icon
2/6/2026LSV Asset Management45,200$2.82M0.0%+10.5%0.301%Search for SEC Filing on Google Icon
2/4/2026Atlantic Union Bankshares Corp8,290$0.52M0.0%-11.7%0.055%Search for SEC Filing on Google Icon
2/2/2026Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies9,040$0.56M0.5%N/A0.060%Search for SEC Filing on Google Icon
1/30/2026Folger Nolan Fleming Douglas Capital Management Inc.3,790$0.24M0.0%-6.1%0.025%Search for SEC Filing on Google Icon
1/29/2026Verdence Capital Advisors LLC66,667$4.15M0.2%-1.5%0.444%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG33,146$2.07M0.0%-16.0%0.221%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.779,800$48.59M0.0%+1.9%5.188%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System3,794$0.24M0.0%-4.9%0.025%Search for SEC Filing on Google Icon
1/26/2026CWM LLC5,128$0.32M0.0%+17.3%0.034%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC6,927$0.43M0.0%-14.6%0.046%Search for SEC Filing on Google Icon
1/9/2026Graves Light Lenhart Wealth Inc.3,218$0.20M0.0%N/A0.021%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.55,184$3.40M0.0%+11.5%0.367%Search for SEC Filing on Google Icon
11/17/2025Voleon Capital Management LP9,651$0.60M0.0%+38.8%0.064%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC5,423$0.34M0.0%+36.9%0.036%Search for SEC Filing on Google Icon
11/17/2025Susquehanna Fundamental Investments LLC3,460$0.21M0.0%-21.9%0.023%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC7,497$0.46M0.0%+24.9%0.050%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV21,973$1.36M0.0%N/A0.146%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,343$0.39M0.0%-14.3%0.042%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth6,379$0.39M0.0%+22.3%0.042%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC8,388$0.52M0.0%N/A0.056%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE20,727$1.28M0.0%+16.9%0.138%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC1,900$0.12M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.37,616$2.32M0.0%+136.3%0.250%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.12,802$0.79M0.0%-33.3%0.085%Search for SEC Filing on Google Icon
11/14/2025Hotchkis & Wiley Capital Management LLC104,944$6.47M0.0%-6.3%0.698%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC16,632$1.03M0.0%-55.0%0.111%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP36,305$2.24M0.0%+48.3%0.242%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC24,347$1.50M0.0%N/A0.162%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG39,474$2.44M0.0%+34.7%0.263%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets17,856$1.10M0.0%+30.5%0.119%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.27,179$1.68M0.0%+4.3%0.181%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP8,270$0.51M0.0%-13.6%0.055%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC24,961$1.54M0.0%-28.5%0.166%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP281,964$17.39M0.0%-0.4%1.876%Search for SEC Filing on Google Icon
11/12/2025Hutchinson Capital Management CA258,080$15.92M2.8%+0.4%1.717%Search for SEC Filing on Google Icon
11/12/2025Royce & Associates LP75,640$4.67M0.0%-7.4%0.503%Search for SEC Filing on Google Icon
11/12/2025EJF Capital LLC49,850$3.08M1.8%+0.9%0.332%Search for SEC Filing on Google Icon
11/12/2025Rafferty Asset Management LLC10,713$0.66M0.0%+88.4%0.071%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP2,393$0.15M0.0%-38.6%0.016%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC6,337$0.39M0.0%-6.3%0.042%Search for SEC Filing on Google Icon
11/10/2025Ameritas Investment Partners Inc.1,129$70K0.0%-17.7%0.008%Search for SEC Filing on Google Icon
11/7/2025Endeavour Capital Advisors Inc.102,722$6.34M1.9%+65.9%0.684%Search for SEC Filing on Google Icon
11/7/2025Burke & Herbert Bank & Trust Co.257,161$15.86M3.4%-0.9%1.712%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.765,442$47.22M0.0%+0.5%5.096%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.55,184$3.40M0.0%+11.5%0.367%Search for SEC Filing on Google Icon
11/6/2025LSV Asset Management40,900$2.52M0.0%+152.5%0.272%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers17,735$1.09M0.0%-1.3%0.118%Search for SEC Filing on Google Icon
11/5/2025Alps Advisors Inc.7,410$0.46M0.0%N/A0.049%Search for SEC Filing on Google Icon
11/4/2025Atlantic Union Bankshares Corp9,390$0.58M0.0%-5.1%0.063%Search for SEC Filing on Google Icon
11/4/2025Thrivent Financial for Lutherans13,352$0.82M0.0%-45.3%0.089%Search for SEC Filing on Google Icon
11/3/2025AlphaQuest LLC3,604$0.22M0.0%-47.7%0.024%Search for SEC Filing on Google Icon
10/31/2025Modera Wealth Management LLC7,200$0.44M0.0%+16.1%0.048%Search for SEC Filing on Google Icon
10/31/2025Y Intercept Hong Kong Ltd6,256$0.39M0.0%N/A0.042%Search for SEC Filing on Google Icon
10/30/2025Teacher Retirement System of Texas13,541$0.84M0.0%N/A0.090%Search for SEC Filing on Google Icon
10/30/2025Strs Ohio2,600$0.16M0.0%N/A0.017%Search for SEC Filing on Google Icon
10/29/2025Verdence Capital Advisors LLC67,707$4.16M0.2%-5.6%0.451%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC13,502$0.81M0.0%+104.6%0.090%Search for SEC Filing on Google Icon
10/27/2025First United Bank & Trust2,261$0.14M0.0%+96.3%0.015%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Burke & Herbert Financial Services logo
Burke Herbert Financial Services Corp. is a bank holding company, which engages in the provision of banking products and financial services to small to medium-sized businesses, their owners and employees, professional corporations, non-profits, and individuals. It operates through the following loan portfolio segments: Commercial Real Estate, Owner-Occupied Commercial Real Estate, Acquisition, Construction, and Development, Commercial and Industrial, Single Family Residential (1-4 Units), and Consumer Non-Real Estate and Other. The Commercial Real Estate segment includes leasing of the real estate collateral or income generated from the sale of the collateral. The Owner-Occupied Commercial Real Estate segment focuses on the operations of the business that occupies the property and the value of the collateral. The Acquisition, Construction, and Development segment offers creditworthiness of the borrower, project completion within budget, sale after completion, and the value of the collateral. The Commercial and Industrial segment is involved in the operations of the business and the value of the collateral. The Single Family Residential (1-4 Units) segment provides loans for investment purpose carry risk associated with the continued creditworthiness of the borrower, the value of the collateral, and either the net operating income generated from the lease of the real estate collateral or income generated from the sale of the collateral. The Consumer Non-Real Estate and Other segment covers loans carry risk associated with the creditworthiness of the borrower and the value of the collateral. The company was founded on September 14, 2022 and is headquartered in Alexandria, VA.
Read More on Burke & Herbert Financial Services

Today's Range

Now: $60.38
Low: $60.11
High: $61.87

50 Day Range

MA: $65.36
Low: $60.38
High: $69.70

52 Week Range

Now: $60.38
Low: $47.57
High: $70.90

Volume

267,212 shs

Average Volume

86,236 shs

Market Capitalization

$908.12 million

P/E Ratio

7.82

Dividend Yield

3.64%

Beta

1.02

Who are the company insiders with the largest holdings of Burke & Herbert Financial Services?

Burke & Herbert Financial Services' top insider investors include:
  1. Gary L Hinkle (Director)
  2. Julian Forrest Jr Barnwell (Director)
  3. Shawn Patrick Mclaughlin (Director)
  4. Samuel Laing Hinson III (Director)
  5. Jose David Riojas (Director)
Learn More about top insider investors at Burke & Herbert Financial Services.

Who are the major institutional investors of Burke & Herbert Financial Services?

Burke & Herbert Financial Services' top institutional shareholders include:
  1. Vanguard Group Inc. — 5.19%
  2. Geode Capital Management LLC — 2.47%
  3. State Street Corp — 2.40%
  4. Dimensional Fund Advisors LP — 2.12%
  5. Burke & Herbert Bank & Trust Co. — 1.48%
  6. Goldman Sachs Group Inc. — 1.09%
Learn More about top institutional investors of Burke & Herbert Financial Services stock.

Which institutional investors are selling Burke & Herbert Financial Services stock?

During the last quarter, BHRB stock was sold by these institutional investors:
  1. Fourthstone LLC
  2. Burke & Herbert Bank & Trust Co.
  3. State Street Corp
  4. Marshall Wace LLP
  5. Royce & Associates LP
  6. UBS Group AG
  7. Rafferty Asset Management LLC
  8. Geode Capital Management LLC

Which institutional investors are buying Burke & Herbert Financial Services stock?

During the previous quarter, BHRB stock was acquired by institutional investors including:
  1. Goldman Sachs Group Inc.
  2. Bridgeway Capital Management LLC
  3. Dimensional Fund Advisors LP
  4. Empowered Funds LLC
  5. Empowered Funds LLC
  6. Endeavour Capital Advisors Inc.
  7. Vanguard Group Inc.
  8. Quattro Advisors LLC
Within the previous year, these company insiders have bought Burke & Herbert Financial Services stock:
  1. Gary L Hinkle (Director)
  2. Julian Forrest Jr Barnwell (Director)
  3. Shawn Patrick Mclaughlin (Director)
  4. Samuel Laing Hinson III (Director)
  5. Jose David Riojas (Director)
Learn More investors buying Burke & Herbert Financial Services stock.