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
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All positions including Burke & Herbert Financial Serv held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Burke & Herbert Financial Serv by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 7.5k | 61.69 |
| 2025-06-30 | $359k | 6.0k | 59.73 |
| 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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