Trustmark Ownership | Who Owns Trustmark?

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Trustmark Ownership Summary

Trustmark is owned by 70.61% institutional investors, 7.80% insiders, and 21.60% 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 6.35% of its assets in Trustmark shares.

TRMK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Trustmark	70.61%	7.80%	21.60%
Sector	Financial Services Stocks	43.66%	12.57%	43.78%
Industry	Regional Banks Stocks	49.60%	11.62%	38.78%

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 %
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%
Jun 30, 2023	201	-2.43%	40,346,280	-1.48%	66	1.47%	82	-7.87%	74	2.78%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.88M	6.35%	-
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	911.80K	1.49%	-34.31K
DFA US Small Cap Value I	853.17K	1.39%	7.10K
Avantis US Small Cap Value ETF	684.11K	1.12%	-
DFA US Targeted Value I	635.58K	1.04%	-

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	-	3
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	3
2023 Q3	-	-

TRMK Ownership FAQ

Who Owns Trustmark?

Trustmark shareholders are primarily institutional investors at 70.61%, followed by 7.80% insiders and 21.59% retail investors. The average institutional ownership in Trustmark's industry, Regional Banks Stocks, is 49.60%, 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 6.35% of its total shares outstanding invested in 3.88M Trustmark shares.

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