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Burke & Herbert Bank & Trust Company (BHRB) institutional ownership

Latest close $74.08 Jul 28, 2026
Market cap$852M 52-week range SectorFinancial Services
Funds holding · Q1 2026
135
reported BHRB position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
70 buyers · 65 sellers

Burke & Herbert Bank & Trust Company (BHRB) price and institutional activity

Dates

Q1 2026

$0 bought by 70 investors
Evermay Wealth Management LLCEndeavour Capital Advisors Inc +68 more
$0 sold by 65 investors
Ejf Capital LPMarshall Wace, LLP +63 more
Bought Sold Totals per quarter; hover a bar for the names.

Burke & Herbert Bank & Trust Company (BHRB) institutional activity · 135

Investor Type Est. change Change Δ Own Date
Evermay Wealth Management LLC · New
Change +186K Date Q1 2026
Evermay Wealth Management LLC New· Q1 2026 +186K Q1 2026
Endeavour Capital Advisors Inc · Added
Change +180K Date Q1 2026
Endeavour Capital Advisors Inc Added· Q1 2026 +180K Q1 2026
Fourthstone LLC · Added
Change +174K Date Q1 2026
Fourthstone LLC Added· Q1 2026 +174K Q1 2026
American Century Companies Inc · Added
Change +71K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +71K Q1 2026
Dimensional · Added
Change +50K Date Q1 2026
Dimensional Added· Q1 2026 +50K Q1 2026
State Street · Added
Change +43K Date Q1 2026
State Street Added· Q1 2026 +43K Q1 2026
Ejf Capital LP · Exited
Change −33K Δ Own −100.0% Date Q1 2026
Ejf Capital LP Exited· Q1 2026 −33K −100.0% Q1 2026
Marshall Wace, LLP · Exited
Change −32K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −32K −100.0% Q1 2026
Vanguard · Added
Change +22K Date Q1 2026
Vanguard Added· Q1 2026 +22K Q1 2026
Jane Street Group, LLC · New
Change +21K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +21K Q1 2026
Bridgeway Capital Management, LLC · Added
Change +21K Date Q1 2026
Bridgeway Capital Management, LLC Added· Q1 2026 +21K Q1 2026
Empowered Funds, LLC · Added
Change +21K Date Q1 2026
Empowered Funds, LLC Added· Q1 2026 +21K Q1 2026
Mercer Global Advisors Inc · Added
Change +20K Date Q1 2026
Mercer Global Advisors Inc Added· Q1 2026 +20K Q1 2026
Goldman Sachs Group Inc · Added
Change +19K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +19K Q1 2026
JPMorgan Chase & Co · Reduced
Change −18K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −18K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 135

Famous investor activity in Burke & Herbert Bank & Trust Company (BHRB)

Burke & Herbert Bank & Trust Company (BHRB) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Boyle David P. · Director Gift (G) -2K
Owned 65K ΔOwn −2.6% Trade date Jul 28, 2026 Filed date Jul 29, 2026
Boyle David P. Director Gift (G) -2K 65K −2.6% Jul 28, 2026 Jul 29, 2026
Tissue Robert S. · Officer 4 operations 0
Price $47.47–$51.58 Owned 0 Trade date Jul 17, 2026 Filed date Jul 20, 2026
Tissue Robert S. Officer 4 operations $47.47–$51.58 0 0 Jul 17, 2026 Jul 20, 2026
Tissue Robert S. · Officer Tax withholding or exercise payment (F) -$712K
Price $72.85 Qty -10K Owned 54K ΔOwn −15.4% Trade date Jul 17, 2026 Filed date Jul 20, 2026
Tissue Robert S. Officer Tax withholding or exercise payment (F) $72.85 -10K -$712K 54K −15.4% Jul 17, 2026 Jul 20, 2026
Ritchie Bradford E. · Officer 2 operations 0
Price $51.58 Owned 0 Trade date Jul 16, 2026 Filed date Jul 20, 2026
Ritchie Bradford E. Officer 2 operations $51.58 0 0 Jul 16, 2026 Jul 20, 2026
Ritchie Bradford E. · Officer Tax withholding or exercise payment (F) -$157K
Price $70.76 Qty -2K Owned 24K ΔOwn −8.6% Trade date Jul 16, 2026 Filed date Jul 20, 2026
Ritchie Bradford E. Officer Tax withholding or exercise payment (F) $70.76 -2K -$157K 24K −8.6% Jul 16, 2026 Jul 20, 2026
Zirk Angela R. · Officer 2 operations 0
Price $43.33 Owned 1K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Zirk Angela R. Officer 2 operations $43.33 0 1K Jul 1, 2026 Jul 2, 2026
Zirk Angela R. · Officer Tax withholding or exercise payment (F) -$76K
Price $72.79 Qty -1K Owned 3K ΔOwn −24.2% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Zirk Angela R. Officer Tax withholding or exercise payment (F) $72.79 -1K -$76K 3K −24.2% Jul 1, 2026 Jul 2, 2026
Maddy H. Charles III · Director 4 operations 0
Price $51.58–$52.29 Owned 0 Trade date Jun 29, 2026 Filed date Jun 30, 2026
Maddy H. Charles III Director 4 operations $51.58–$52.29 0 0 Jun 29, 2026 Jun 30, 2026
Maddy H. Charles III · Director Tax withholding or exercise payment (F) -$1.3M
Price $71.44 Qty -18K Owned 51K ΔOwn −26.5% Trade date Jun 29, 2026 Filed date Jun 30, 2026
Maddy H. Charles III Director Tax withholding or exercise payment (F) $71.44 -18K -$1.3M 51K −26.5% Jun 29, 2026 Jun 30, 2026
Maddy H. Charles III · Director 2 operations 0
Price $47.47 Owned 0 Trade date Jun 25, 2026 Filed date Jun 29, 2026
Maddy H. Charles III Director 2 operations $47.47 0 0 Jun 25, 2026 Jun 29, 2026
Maddy H. Charles III · Director Tax withholding or exercise payment (F) -$858K
Price $69.29 Qty -12K Owned 47K ΔOwn −21.0% Trade date Jun 25, 2026 Filed date Jun 29, 2026
Maddy H. Charles III Director Tax withholding or exercise payment (F) $69.29 -12K -$858K 47K −21.0% Jun 25, 2026 Jun 29, 2026
Wilson David · Director Grant (A) 1K
Owned 23K ΔOwn +4.5% Trade date Jun 19, 2026 Filed date Jun 22, 2026
Wilson David Director Grant (A) 1K 23K +4.5% Jun 19, 2026 Jun 22, 2026
Snyder Kristen · Director Grant (A) 1K
Owned 9K ΔOwn +11.9% Trade date Jun 19, 2026 Filed date Jun 22, 2026
Snyder Kristen Director Grant (A) 1K 9K +11.9% Jun 19, 2026 Jun 22, 2026
George Georgette R. · Director Grant (A) 1K
Owned 23K ΔOwn +4.6% Trade date Jun 19, 2026 Filed date Jun 22, 2026
George Georgette R. Director Grant (A) 1K 23K +4.6% Jun 19, 2026 Jun 22, 2026
Geary James P. II · Director Grant (A) 1K
Owned 34K ΔOwn +3.0% Trade date Jun 19, 2026 Filed date Jun 22, 2026
Geary James P. II Director Grant (A) 1K 34K +3.0% Jun 19, 2026 Jun 22, 2026
15 of 55
15 of 55 Sign in to continue to older insider transactions.

Burke & Herbert Bank & Trust Company (BHRB) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 473K
% of shares outstanding 6.4% Filing date Jan 29, 2024
BlackRock Inc. 473K 6.4% Jan 29, 2024
Lehman Kenneth R 1.2M
% of shares outstanding 5.8% Filing date May 4, 2026
Lehman Kenneth R 1.2M 5.8% May 4, 2026
2 of 2

Burke & Herbert Bank & Trust Company (BHRB) ownership FAQ

Who owns BHRB?

135 reporting institutions disclosed BHRB position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.