Trustmark

TRMK • NASDAQ

Trustmark is a banks - regional company in the financial services sector on NASDAQ, led by Duane A. Dewey, with a market cap of $2.4B. As of Q3 2025, 74% of shares are held by 264 institutional investors, with BlackRock, Inc. as the largest holder at 13.84%.

President and Chief Executive Officer of Trustmark and Trustmark National BankDuane A. Dewey

Market Cap$2.4B

Banks - Regional

Financial Services

Employees2.8K

Websitetrustmark.com

Country

United States of America

Overview

Overview of institutional ownership in TRMK as of Q3 2025 with a market cap of $2.4B

All Institutions

Institutions: 264
Value Held: $1.8B
Shares Held: 44.4M
Avg Position: $6.7M
Median Position: $502.5K

Hedge Funds

Hedge Funds: 25
Value Held: $84.8M
Shares Held: 2.1M
Avg Position: $3.4M
Median Position: $1.7M

Ownership Breakdown

Institutional (non-HF)

69.97%

$1.7B

Hedge Funds

3.55%

$84.8M

Retail & Other

26.48%

$633.1M

Based on market cap of $2.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in TRMK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$330.8M 0.01% of portfolio	13.84% 8.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$255.3M 0.00% of portfolio	10.68% 6.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$154.8M 0.03% of portfolio	6.48% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$153.8M 0.03% of portfolio	6.43% 3.9M shares	Q4 2023 Held for 1y 11m	$571.21B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$118.2M 0.00% of portfolio	4.95% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$109.3M 0.47% of portfolio	4.57% 2.8M shares	Q4 2013 Held for 11y 11m	$23.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$58.7M 0.00% of portfolio	2.46% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$36.1M 0.01% of portfolio	1.51% 912.8K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$26.7M 0.00% of portfolio	1.12% 674.3K shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
A AMERICAN CENTURY COMPANIES INC Institution	-	$22.3M 0.01% of portfolio	0.93% 564.2K shares	Q1 2021 Held for 4y 8m	$195.93B

Net Capital Flow

Institutional buying and selling activity for TRMK in Q3 2025

Traded: +$11.7M
Buyers: 124
Sellers: 123
Total Bought: +$98.3M
Total Sold: −$86.6M
Avg Position: $5.9M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$12.5M +316.9K shares	$153.8M 3.9M shares
N Nuveen, LLC Institution	+$7.6M +192.2K shares	$17.1M 430.9K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$5.7M +144.6K shares	$6.0M 152.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$5.2M +132.2K shares	$8.7M 220.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$5.2M +132.0K shares	$22.3M 564.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$4.7M +119.0K shares	$10.6M 267.1K shares
Empowered Funds, LLC ETF Provider	+$4.7M +118.3K shares	$4.7M 118.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.4M +112.1K shares	$9.1M 229.1K shares
UBS Group AG Institution	+$3.9M +97.8K shares	$6.6M 167.7K shares
Sterling Capital Management LLC Long Only Manager	+$3.0M +75.6K shares	$3.1M 77.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$9.8M −247.1K shares	$330.8M 8.4M shares
Invesco Ltd. ETF Provider	−$7.0M −177.1K shares	$13.6M 343.2K shares
EARNEST PARTNERS LLC Long Only Manager	−$5.9M −147.9K shares	$109.3M 2.8M shares
MORGAN STANLEY RIA/Wealth	−$5.1M −128.6K shares	$14.1M 354.9K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	−$5.0M −135.9K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$3.6M −90.0K shares	$255.3M 6.4M shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$3.4M −86.6K shares	$2.0M 51.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$3.1M −79.4K shares	$4.4M 112.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.8M −71.1K shares	$1.1M 28.2K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$2.7M −68.8K shares	$4.6M 115.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TRMK in Q3 2025

New Positions: 16
New Value: $4.7M
Exited Positions: 31
Exited Value: $17.8M

New Positions

Institution	Position Value
Integrated Quantitative Investments LLC Long Only Manager	$1.1M 28.1K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$1.1M 27.9K shares
IEQ CAPITAL, LLC RIA/Wealth	$649.4K 16.4K shares
I INCEPTIONR LLC Hedge Fund•Quant	$527.7K 13.3K shares
HPM Partners LLC RIA/Wealth	$319.3K 8.1K shares
CONTRAVISORY INVESTMENT MANAGEMENT, INC. Long Only Manager	$266.2K 6.7K shares
R Squared Ltd Private Equity	$251.3K 6.3K shares
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth	$212.2K 5.4K shares
Cannon Financial Strategists, Inc. RIA/Wealth	$203.5K 5.1K shares
Triumph Capital Management RIA/Wealth	$17.8K 450.0 shares

Exited Positions

Institution	Previous Position
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$5.0M 135.9K shares
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	$1.8M 50.0K shares
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$1.7M 47.7K shares
X XTX Topco Ltd Institution	$1.1M 31.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$913.3K 25.1K shares
D D. E. Shaw & Co., Inc. Institution	$880.2K 24.1K shares
Quantbot Technologies LLC Hedge Fund•Quant	$701.2K 19.2K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$671.9K 18.4K shares
D DRW Securities, LLC Institution	$595.7K 16.3K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$526.6K 14.4K shares

Options Activity

Institutions with the largest Call and Put options positions in TRMK as of Q3 2025

Call Positions: 1
Call Value: $269.3K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$269.3K 68.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TRMK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ignite Planners, LLC RIA/Wealth	David John Allred Managing Partner	0.94% $5.6M	0.24% 142.3K shares	Q4 2021 Held for 3y 11m	$600.7M
T TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Institution	-	0.74% $11.3M	0.47% 285.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.5B
Hanson & Doremus Investment Management RIA/Wealth	Julie Anne Won President	0.73% $5.5M	0.23% 139.4K shares	Q2 2022 Held for 3y 5m	$753.3M
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	0.47% $109.3M	4.57% 2.8M shares	Q4 2013 Held for 11y 11m	$23.1B
M MAGNOLIA CAPITAL ADVISORS LLC Institution	-	0.44% $1.7M	0.07% 42.5K shares	Q2 2024 Held for 1y 5m	$381.9M
Wakefield Asset Management LLLP RIA/Wealth	Geoffrey Todd Gervasini CIO	0.38% $1.4M	0.06% 34.8K shares	Q3 2022 Held for 3y 2m	$366.4M
Integrated Quantitative Investments LLC Long Only Manager	Kirsten Anna Syverson CEO	0.32% $1.1M	0.05% 28.1K shares	Q3 2025 Held for 2 months	$351.3M
B BankPlus Trust Department Institution	-	0.27% $992.5K	0.04% 25.1K shares	Q4 2024 Held for 11 months	$373.5M
BankPlus Wealth Management LLC RIA/Wealth	Tony Darren Edwards President	0.25% $424.2K	0.02% 10.7K shares	Q4 2024 Held for 11 months	$169.8M
E EntryPoint Capital, LLC Hedge Fund•Long/Short	Lawrence Edward Leibowitz CEO	0.24% $611.5K	0.03% 15.4K shares	Q2 2025 Held for 5 months	$258.4M

Hedge Fund Spotlight

Discover hedge funds investing in TRMK

INCEPTIONR LLC

Hedge Fund • Quant

Portfolio ManagerLi Nmn Lu

Portfolio Value: $414.3M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in Trustmark

Market Value: $527.7K
Shares Held: 13.3K
Portfolio Weight: 0.13%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Automatic Data Processing, Inc. ADP	Staffing & Employment Services Industrials	$2.2M	0.54%
2 AECOM ACM	Engineering & Construction Industrials	$2.2M	0.54%
3 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$2.2M	0.53%