Follow-The-Filings

Security

BHRB

Burke Herbert Finl Svcs Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

6 owners 1 exit max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 6
max % 0.0%
tracked value $56M
qoq A 3 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 779,800 $49M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 57,427 $4M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 31,963 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 18,596 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 9,096 $567 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 8,365 $521 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 32,393 $2M hist

6 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $22.69M $35.71M $117.31M
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $3.62B $7.81B $7.92B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $314.75M $730.16M $854.65M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $42.51M $85.8M $107.93M
Cash from investing -$43.17M $123.56M $136.72M
Cash from financing -$5.14M -$118.54M -$90.84M
Net change in cash -$5.8M $90.82M $153.81M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders