Burke & Herbert Financial Services Corp. Common Stock (BHRB) — Strategic Asset Allocation Index
Burke & Herbert Financial Services Corp. Common Stock (BHRB) has a Strategic Asset Allocation Index of 60.6% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $498.41 Million) total $498.41 Million, measured against net assets of $822.23 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Burke & Herbert Financial Services Corp. Common Stock Strategic Asset Allocation Index (2000–2024)
This chart shows how Burke & Herbert Financial Services Corp. Common Stock's Strategic Asset Allocation Index has evolved across 14 annual periods from 2000 to 2024. As of September 2025, the index stands at 60.6%, representing strategic assets of $498.41 Million against net assets of $822.23 Million USD. Explore cash efficiency ratio of Burke & Herbert Financial Services Corp. to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Burke & Herbert Financial Services Corp. Common Stock (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Burke & Herbert Financial Services Corp. Common Stock from 2000 to 2024, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see market value of Burke & Herbert Financial Services Corp..
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 45.5% | $332.37 Million | $- | $332.37 Million | $730.16 Million | ▼ -351.1 pp |
| 2023 | 396.6% | $1.25 Billion | $- | $1.25 Billion | $314.75 Million | ▼ -128.1 pp |
| 2022 | 524.7% | $1.43 Billion | $63.05 Million | $1.37 Billion | $273.45 Million | ▲ +101.1 pp |
| 2021 | 423.6% | $1.65 Billion | $44.74 Million | $1.61 Billion | $389.63 Million | ▲ +109.4 pp |
| 2020 | 314.2% | $1.21 Billion | $49.40 Million | $1.16 Billion | $384.88 Million | ▲ +104.6 pp |
| 2019 | 209.6% | $740.88 Million | $41.19 Million | $699.69 Million | $353.53 Million | ▼ -52.6 pp |
| 2018 | 262.1% | $906.67 Million | $42.46 Million | $864.21 Million | $345.86 Million | ▼ -33.3 pp |
| 2017 | 295.4% | $1.02 Billion | $42.23 Million | $973.54 Million | $343.83 Million | ▼ -36.4 pp |
| 2016 | 331.8% | $1.09 Billion | $42.72 Million | $1.05 Billion | $328.69 Million | ▲ +11.0 pp |
| 2015 | 320.9% | $1.05 Billion | $43.21 Million | $1.01 Billion | $328.21 Million | ▼ -41.8 pp |
| 2014 | 362.7% | $1.15 Billion | $43.64 Million | $1.10 Billion | $315.75 Million | ▼ -498.4 pp |
| 2002 | 861.1% | $972.84 Million | $19.65 Million | $953.19 Million | $112.98 Million | ▲ +47.7 pp |
| 2001 | 813.4% | $793.39 Million | $19.53 Million | $773.86 Million | $97.55 Million | ▼ -33.6 pp |
| 2000 | 847.0% | $747.29 Million | $18.94 Million | $728.36 Million | $88.23 Million | — |