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. See Burke & Herbert Financial Services Corp. (BHRB) balance sheet quality index to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see Burke & Herbert Financial Services Corp. market cap and net worth.
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. See Burke & Herbert Financial Services Corp. (BHRB) net assets for net asset value and shareholders' equity analysis.
| 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 | — |