BHRB · Insider trading · 13F holders · Congress trades
Burke & Herbert Financial Services Corp. (BHRB)
Who is buying and selling BHRB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 15
- Insider buys, 90 days
- $181K
- Insider sales, 90 days
- $719K
- Congress trades, 12 months
- 0
BHRB at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 7 BHRB insiders filed 6 open-market purchases worth $181K and 5 sales worth $719K on SEC Form 4.
- 15 13F filers hold BHRB among their 50 largest positions, worth $95.0M combined. The biggest bets by portfolio weight are Endeavour Capital Advisors Inc (6.8%), Fourthstone LLC (4.4%) and Burke & Herbert Bank & Trust Co (3.9%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in BHRB.
- BHRB last closed at $71.08 on Oct 29, 2026.
BHRB insider trading
Between Aug 1, 2026 and Oct 29, 2026, 7 BHRB insiders filed 6 open-market purchases worth $181K and 5 sales worth $719K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Wilson David | Director | Buy | 104 | $69.94 | $7K | SEC |
| Aug 20, 2026 | Wilson David | Director | Buy | 35 | $70.57 | $2K | SEC |
| Aug 18, 2026 | Geary James P II | Director | Sale | 3,150 | $72.83 | $229K | SEC |
| Aug 14, 2026 | Poillon Diane | Director | Buy | 1,200 | $73.67 | $88K | SEC |
| Aug 12, 2026 | Burke James Mason | Director | Sale | 1,500 | $73.03 | $110K | SEC |
| Aug 6, 2026 | McLaughlin Shawn Patrick | Director | Buy | 1,000 | $73.25 | $73K | SEC |
| Aug 5, 2026 | Geary James P II | Director | Sale | 3,150 | $73.93 | $233K | SEC |
| Aug 5, 2026 | Bonnafe Katherine Diane | Director | Sale | 1,000 | $73.65 | $74K | SEC |
| Aug 4, 2026 | George Georgette R. | Director | Sale | 1,000 | $73.67 | $74K | SEC |
| Aug 4, 2026 | Wilson David | Director | Buy | 100 | $73.68 | $7K | SEC |
| Aug 4, 2026 | Wilson David | Director | Buy | 34 | $73.69 | $3K | SEC |
Who owns BHRB? Hedge funds and superinvestors
15 13F filers hold BHRB among their 50 largest positions, worth $95.0M combined. The biggest bets by portfolio weight are Endeavour Capital Advisors Inc (6.8%), Fourthstone LLC (4.4%) and Burke & Herbert Bank & Trust Co (3.9%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Endeavour Capital Advisors IncHedge fund | 6.8% | $33.0M | 459,176 | +50.5% shares | Q2 2026 |
| Hutchinson Capital Management/caHedge fund | 3.2% | $18.6M | 259,080 | +0.4% shares | Q2 2026 |
| Burke & Herbert Bank & Trust CoBank & trust | 3.9% | $15.6M | 217,742 | -1.8% shares | Q2 2026 |
| Fourthstone LLCHedge fund | 4.4% | $6.1M | 84,248 | -65.8% shares | Q2 2026 |
| Banc Funds Co LLCAsset manager | 1.0% | $5.9M | 82,374 | — | Q2 2026 |
| Stieven Capital Advisors, L.P.Hedge fund | 0.9% | $4.6M | 63,940 | New | Q2 2026 |
| Pinnacle Holdings, LLCWealth manager | 1.0% | $3.1M | 43,156 | -0.2% shares | Q2 2026 |
| Salzhauer MichaelInvestment manager | 0.7% | $1.7M | 24,121 | +19.3% shares | Q3 2026 |
| Rosenthal | Henry Capital Advisors, Inc.Hedge fund | 1.3% | $1.4M | 20,895 | +0.0% shares | Q3 2026 |
| Enhancing Capital LLCInstitutional asset manager | 0.7% | $1.1M | 15,508 | +0.0% shares | Q3 2026 |
| LifeGuide Financial Advisors, LLCWealth manager | 0.3% | $978K | 14,260 | +89.1% shares | Q3 2026 |
| Select Asset Management & TrustAsset manager | 0.2% | $778K | 10,831 | — | Q2 2026 |
| Quattro Advisors LLCInvestment manager | 0.5% | $767K | 10,670 | -5.6% shares | Q2 2026 |
| HoldCo Asset Management, LPHedge fund | 0.0% | $753K | 10,480 | +0.0% shares | Q2 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth StrategiesWealth manager | 0.4% | $510K | 7,429 | +30.7% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 10). Screen BHRB in the grand portfolio →
BHRB stock trades by members of Congress
No member of Congress has disclosed a trade in BHRB.
BHRB questions and answers
Are insiders buying BHRB stock?
Between Aug 1, 2026 and Oct 29, 2026, 7 BHRB insiders filed 6 open-market purchases worth $181K and 5 sales worth $719K on SEC Form 4.
Which hedge funds own BHRB?
15 13F filers hold BHRB among their 50 largest positions, worth $95.0M combined. The biggest bets by portfolio weight are Endeavour Capital Advisors Inc (6.8%), Fourthstone LLC (4.4%) and Burke & Herbert Bank & Trust Co (3.9%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
Has Congress traded BHRB?
No member of Congress has disclosed a trade in BHRB.
Who is the largest holder of BHRB?
Among 13F filers, Endeavour Capital Advisors Inc reports the largest BHRB position, $33.0M (459,176 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Endeavour Capital Advisors Inc's: 6.8% of its portfolio.
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