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Burke & Herbert Financial Serv shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $406k 7.2k 56.11
2024-12-31 $466k 7.5k 62.36
2024-09-30 $471k 7.7k 60.99
2024-06-30 $410k 8.0k 50.98
2024-03-31 $906k 16k 56.03
2023-12-31 $957k 15k 62.90
2023-09-30 $248k 5.3k 46.47

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View all positions for Mariner Wealth Advisors

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Fourthstone
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Northern Trust
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Royce & Associates
Goldman Sachs Group
Verdence Capital Advisors
Morgan Stanley

View all funds holding Burke & Herbert Financial Serv

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