Berkshire Hills Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:4I9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Apr 24	Buy€22,610	Nitin Mhatre	Individual	1,100	€20.55
19 Mar 24	Sell€18,508	Ellen Tulchiner	Individual	926	€19.99
07 Mar 24	Sell€204,548	Baye Adofo-Wilson	Individual	10,074	€20.40
21 Feb 24	Sell€805,118	HoldCo Advisors, LP	Company	38,855	€20.74
16 Feb 24	Sell€1,447,024	HoldCo Advisors, LP	Company	69,592	€21.09
13 Feb 24	Sell€1,448,089	HoldCo Advisors, LP	Company	68,480	€21.54
08 Feb 24	Sell€1,272,441	HoldCo Advisors, LP	Company	61,181	€20.99
08 Feb 24	Sell€55,226	Michael Zaitzeff	Individual	2,665	€20.74
05 Feb 24	Sell€1,078,484	HoldCo Advisors, LP	Company	50,375	€21.68
31 Jan 24	Sell€2,615,459	HoldCo Advisors, LP	Company	113,212	€23.22

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 4I9?
Owner Type	Number of Shares	Ownership Percentage
State or Government	31,565	0.0749%
Individual Insiders	526,403	1.25%
General Public	5,239,120	12.4%
Institutions	36,361,426	86.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	BlackRock, Inc.	6,311,895	€171.8m	0.99%	no data
12.2%	The Vanguard Group, Inc.	5,140,703	€139.9m	1.94%	no data
6.35%	Dimensional Fund Advisors LP	2,675,702	€72.8m	1.63%	0.01%
5.03%	State Street Global Advisors, Inc.	2,119,475	€57.7m	0.87%	no data
3.95%	Wellington Management Group LLP	1,664,138	€45.3m	21.4%	0.01%
2.82%	AllianceBernstein L.P.	1,187,177	€32.3m	-8.66%	0.01%
2.32%	Geode Capital Management, LLC	979,160	€26.7m	0.17%	no data
2.26%	Systematic Financial Management LP	952,627	€25.9m	13.7%	0.63%
2.25%	Invesco Ltd.	946,811	€25.8m	4.41%	0.01%
1.64%	Fuller & Thaler Asset Management, Inc.	693,063	€18.9m	-0.12%	0.08%
1.63%	Clark Capital Management Group Inc	688,622	€18.7m	-58.1%	0.13%
1.55%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	654,335	€17.8m	69.9%	no data
1.48%	American Century Investment Management Inc	623,130	€17.0m	-0.17%	0.01%
1.31%	Northern Trust Global Investments	551,951	€15.0m	2.22%	no data
1.1%	BNY Asset Management	464,184	€12.6m	-8.18%	no data
1.01%	LSV Asset Management	426,400	€11.6m	-33.8%	0.02%
1%	Renaissance Technologies LLC	422,721	€11.5m	0.02%	0.02%
0.98%	Aristotle Capital Boston, LLC	413,449	€11.3m	0.88%	0.38%
0.97%	Charles Schwab Investment Management, Inc.	407,924	€11.1m	-1.07%	no data
0.93%	Bridgeway Capital Management, LLC	390,640	€10.6m	3.7%	0.18%
0.86%	Eaton Vance Management	362,997	€9.9m	1.51%	no data
0.81%	Arrowstreet Capital, Limited Partnership	341,605	€9.3m	239%	0.01%
0.81%	Jacobs Levy Equity Management Inc	340,694	€9.3m	28.5%	0.04%
0.71%	Millennium Management LLC	299,614	€8.2m	63.2%	0.01%
0.71%	Morgan Stanley, Investment Banking and Brokerage Investments	297,791	€8.1m	-8.37%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 02:40
End of Day Share Price	2025/01/10 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Berkshire Hills Bancorp, Inc. is covered by 15 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Bishop	D.A. Davidson & Co.
David Bishop	Drexel Hamilton
Christopher Marinac	FIG Partners