BHLB β€” BERKSHIRE HILLS BANCORP COM

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  Β·  29 quarters on record

AI Ownership Summary

JACOBS LEVY EQUITY MANAGEMENT, INC reported BERKSHIRE HILLS BANCORP COM (BHLB) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows BHLB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS LEVY EQUITY MANAGEMENT, INC's position in BERKSHIRE HILLS BANCORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BHLB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JACOBS LEVY EQUITY MANAGEMENT, INC held BHLB β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 53,232 -133,894 -71.6% 0.01% $1.3M 2025-11-17 β€”
2025 Q2 REDUCED 187,126 -1,202 -0.6% 0.02% $4.7M 2025-08-14 β€”
2025 Q1 REDUCED 188,328 -157,318 -45.5% 0.02% $4.9M 2025-05-15 β€”
2024 Q4 ADDED 345,646 +4,952 +1.5% 0.03% $9.8M 2025-02-14 β€”
2024 Q3 ADDED 340,694 +75,476 +28.5% 0.04% $9.2M 2024-11-14 β€”
2024 Q2 ADDED 265,218 +70,882 +36.5% 0.03% $6.0M 2024-08-14 β€”
2024 Q1 REDUCED 194,336 -2,421 -1.2% 0.02% $4.5M 2024-05-15 β€”
2023 Q4 REDUCED 196,757 -8,840 -4.3% 0.02% $4.9M 2024-02-14 β€”
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS LEVY EQUITY MANAGEMENT, INC and BHLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBS LEVY EQUITY MANAGEMENT, INC reported owning BHLB?

JACOBS LEVY EQUITY MANAGEMENT, INC reported BHLB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BHLB position in JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for BHLB was 0.04% in 2024 Q3.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2025 Q3, when JACOBS LEVY EQUITY MANAGEMENT, INC reported 53,232 shares, equal to 0.01% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BHLB ownership page compare?

The chart compares JACOBS LEVY EQUITY MANAGEMENT, INC's quarterly BHLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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