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$ 7.09BInvestments
VS
Market
93
Sector
66
Industry
63
History
100
$ 60.23Close
$ 48.68 - $ 71.04 52-Week Range
Ticker Information

Ticker

BHRB

Company Name

BURKE & HERBERT FINANCIAL SERVICES CORP

Sector

Financial Services

Industry

Banks - Regional

Exchange

NASDAQ

BURKE & HERBERT FINANCIAL SERVICES CORP - Investments Chart Analysis (TTM)

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BHRB - Investments Historical data
DateInvestments
6/30/2025$ 7.09B
3/31/2025$ 7.05B
12/31/2024$ 7.07B
9/30/2024$ 6.96B
6/30/2024$ 6.98B
3/31/2024$ 3.39B
12/31/2023$ 3.32B
9/30/2023$ 3.28B
6/30/2023$ 3.23B
3/31/2023$ 3.3B
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Key Performance Insights, Last 5 Years

  • BURKE & HERBERT FINANCIAL SERVICES CORP's latest trailing twelve months (TTM) Investments stands at $ 3.25B.
  • Over the past 5 years, BURKE & HERBERT FINANCIAL SERVICES CORP's average Investments has been $ 4.99B.
  • The median Investments for BURKE & HERBERT FINANCIAL SERVICES CORP during this period was $ 3.39B
  • BURKE & HERBERT FINANCIAL SERVICES CORP reached its highest Investments over the past 5 years at $ 7.09B.
  • The lowest Investments recorded by BURKE & HERBERT FINANCIAL SERVICES CORP in the same timeframe $ 3.23B

BURKE & HERBERT FINANCIAL SERVICES CORP's Investments vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Investments Benchmarks
CompanyInvestments
FMBH : FIRST MID BANCSHARES INC $ 6.78BBRKL : BROOKLINE BANCORP INC $ 10.39BUVSP : UNIVEST FINANCIAL CORP $ 7.27BAMAL : AMALGAMATED FINANCIAL CORP $ 8.18BTMP : TOMPKINS FINANCIAL CORP $ 7.74BOSBC : OLD SECOND BANCORP INC $ 5.17BAMTB : AMERANT BANCORP INC $ 9.07BOCFC : OCEANFIRST FINANCIAL CORP $ 12.03BFSUN : FIRSTSUN CAPITAL BANCORP $ 7.13BSBSI : SOUTHSIDE BANCSHARES INC $ 7.32B

Definition of Investments

[Balance Sheet] A component of [Assets] representing the total amount of marketable and non-marketable securities, loans receivable and other invested assets.

BHRB - Investments, Last 5 years

$ 3.23B

Minimum

Jun 30, 2023

$ 7.09B

Maximum

Jun 30, 2025

$ 4.99B

Average

$ 3.39B

Median

Investments Benchmark Analysis

The chart above depicts the distribution of Investments for companies in the Total Stock Market. The average Investments of the companies is $ 4.74M with a standard deviation of $ 11.25M.
The following table provides additional summary stats:
Investments in the Market:
filtered constituents2.64K
min$ 0
max$ 55.09M
average$ 4.74M
median$ 0
std$ 11.25M