Trustmark Ownership | Who Owns Trustmark?

Overview Forecast RevenueFinancials Chart Transcripts

Trustmark Ownership Summary

Trustmark is owned by 70.69% institutional investors, 7.80% insiders, and 21.51% retail investors. Blackrock is the largest institutional shareholder, holding 14.42% of TRMK shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in Trustmark shares.

TRMK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Trustmark	70.69%	7.80%	21.51%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.82M	14.42%	$264.87M
Vanguard group	6.66M	10.90%	$200.09M
Dimensional fund advisors lp	4.05M	6.63%	$121.68M
Earnest partners	3.44M	5.63%	$103.40M
State street	3.07M	5.02%	$92.12M
Geode capital management	1.45M	2.37%	$43.44M
Wellington management group llp	1.02M	1.67%	$30.74M
American century companies	986.32K	1.61%	$29.63M
Charles schwab investment management	906.84K	1.48%	$27.24M
Northern trust	771.92K	1.26%	$23.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Elizabeth park capital advisors	62.13K	1.62%	$1.87M
Ignite planners	140.16K	1.00%	$4.12M
Hanson & doremus investment management	139.79K	0.70%	$4.20M
Maltese capital management	110.60K	0.61%	$3.32M
Ballew advisors	26.82K	0.57%	$864.97K
Earnest partners	3.44M	0.48%	$103.40M
Jackson creek investment advisors	36.76K	0.40%	$1.10M
Trustmark national bank trust department	154.13K	0.37%	$4.63M
Wakefield asset management lllp	33.31K	0.35%	$1.00M
Bridgeway capital management	396.72K	0.28%	$11.92M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	290.25K	0.00%	290.25K
American century companies	986.32K	0.02%	199.25K
Invesco	443.54K	0.00%	185.66K
Hanson & doremus investment management	139.79K	0.70%	139.79K
Wellington management group llp	1.02M	0.01%	130.73K

Top Sellers

Holder	Shares	% Assets	Change
Stieven capital advisors	-	-	-346.81K
Victory capital management	27.72K	0.00%	-176.76K
Millennium management	-	-	-169.31K
Blackrock	8.82M	0.01%	-166.36K
Hsbc	10.63K	0.00%	-94.61K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	290.25K	0.00%	290.25K	$8.72M
Clark capital management group	107.20K	0.02%	107.20K	$3.22M
Corebridge financial	35.31K	0.01%	35.31K	$1.06M
Mirae asset global etfs	30.91K	0.00%	30.91K	$928.63K
Savant capital	13.56K	0.00%	13.56K	$407.43K

Sold Out

Holder	Change
Tfo-tdc	-4.00
Nelson, van denburg & campbell wealth management group	-13.00
Abound wealth management	-20.00
Geneos wealth management	-33.00
Quest partners	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	239	7.17%	43,268,918	0.18%	70	1.42%	101	-8.18%	83	23.88%
Jun 30, 2024	219	3.30%	43,160,343	2.67%	70	1.49%	107	15.05%	67	-5.63%
Mar 31, 2024	212	6.53%	42,036,299	1.74%	68	1.50%	93	20.78%	71	-11.25%
Dec 31, 2023	199	-4.33%	41,318,790	2.52%	67	1.55%	77	-13.48%	80	9.59%
Sep 30, 2023	208	3.48%	40,303,196	-0.11%	65	1.51%	89	8.54%	73	-1.35%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.95M	6.46%	-
Vanguard Total Stock Mkt Idx Inv	1.71M	2.80%	-13.04K
iShares Russell 2000 ETF	1.49M	2.44%	-
Vanguard Small Cap Index	1.38M	2.26%	2.70K
Harbor Small Cap Value Instl	1.37M	2.24%	-99.38K
Vanguard Small Cap Value Index Inv	933.38K	1.53%	-321.00
Vanguard Institutional Extnd Mkt Idx Tr	908.53K	1.49%	-3.26K
DFA US Small Cap Value I	853.17K	1.39%	7.10K
DFA US Targeted Value I	635.58K	1.04%	-
iShares S&P Small-Cap 600 Value ETF	628.33K	1.03%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 15, 2024	HOST GERARD R	-	Sell	$629.97K
Nov 14, 2024	HOST GERARD R	-	Sell	$135.06K
Nov 12, 2024	HOST GERARD R	-	Sell	$524.75K
Nov 13, 2024	HOST GERARD R	-	Sell	$269.91K
Oct 30, 2024	Eduardo Marcelo L	-	Sell	$28.35K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	3
2023 Q3	-	-

TRMK Ownership FAQ

Who Owns Trustmark?

Trustmark shareholders are primarily institutional investors at 70.69%, followed by 7.80% insiders and 21.51% retail investors. The average institutional ownership in Trustmark's industry, Regional Banks Stocks, is 51.67%, which Trustmark exceeds.

Who owns the most shares of Trustmark?

Trustmark’s largest shareholders are Blackrock (8.82M shares, 14.42%), Vanguard group (6.66M shares, 10.90%), and Dimensional fund advisors lp (4.05M shares, 6.63%). Together, they hold 31.95% of Trustmark’s total shares outstanding.

Does Blackrock own Trustmark?

Yes, BlackRock owns 14.42% of Trustmark, totaling 8.82M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 264.87M$. In the last quarter, BlackRock decreased its holdings by -166K shares, a -1.85% change.

Who is Trustmark’s biggest shareholder by percentage of total assets invested?

Elizabeth park capital advisors is Trustmark’s biggest shareholder by percentage of total assets invested, with 1.62% of its assets in 62.13K Trustmark shares, valued at 1.87M$.

Who is the top mutual fund holder of Trustmark shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Trustmark shares, with 6.46% of its total shares outstanding invested in 3.95M Trustmark shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools