Filing Research | TRMK - Trustmark Corp Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	27.1KSH	$1.2M
2	BARLOW WEALTH PARTNERS, LLC	Shares	26.9KSH	$1.2M
3	Louisiana State Employees Retirement System	Shares	25.7KSH	$1.2M
4	Y-Intercept (Hong Kong) Ltd	Shares	22.9KSH	$1.1M
5	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	17.9KSH	$822.8K
6	Police & Firemen's Retirement System of New Jersey	Shares	16.8KSH	$770.7K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.7KSH	$720.1K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.9KSH	$639.4K
9	Sunburst Financial Group, LLC	Shares	12.1KSH	$557.4K
10	Legacy Wealth Management, LLC / MS	Shares	10.3KSH	$473.9K
11	BankPlus Wealth Management LLC	Shares	9.6KSH	$441.7K
12	AUGUSTINE ASSET MANAGEMENT INC	Shares	9.5KSH	$439.0K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.4KSH	$390.9K
14	ZWJ INVESTMENT COUNSEL INC	Shares	7.9KSH	$364.4K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	6.6KSH	$304.4K
16	Abel Hall, LLC	Shares	6.3KSH	$291.9K
17	Arlington Trust Co LLC	Shares	6.0KSH	$273.8K
18	Citizens National Bank Trust Department	Shares	5.6KSH	$256.5K
19	Ignite Planners, LLC	Shares	5.2KSH	$238.7K
20	Crossmark Global Holdings, Inc.	Shares	4.5KSH	$207.4K
21	GAMMA Investing LLC	Shares	3.4KSH	$156.6K
22	Center for Financial Planning, Inc.	Shares	1.5KSH	$69.0K
23	IFP Advisors, Inc	Shares	1.5KSH	$67.4K
24	EverSource Wealth Advisors, LLC	Shares	851SH	$39.2K
25	Blue Trust, Inc.	Shares	798SH	$36.7K
26	Versant Capital Management, Inc	Shares	627SH	$28.8K
27	Oakworth Capital, Inc.	Shares	601SH	$27.7K
28	Triumph Capital Management	Shares	450SH	$20.7K
29	Farther Finance Advisors, LLC	Shares	425SH	$19.6K
30	SJS Investment Consulting Inc.	Shares	328SH	$15.1K
31	HHM Wealth Advisors, LLC	Shares	164SH	$7.5K
32	High Note Wealth, LLC	Shares	129SH	$5.9K
33	SIGNATUREFD, LLC	Shares	104SH	$4.8K
34	True Wealth Design, LLC	Shares	96SH	$4.4K
35	JFS WEALTH ADVISORS, LLC	Shares	87SH	$4.0K
36	Valued Wealth Advisors LLC	Shares	85SH	$3.9K
37	MassMutual Private Wealth & Trust, FSB	Shares	67SH	$3.1K
38	Fortitude Family Office, LLC	Shares	56SH	$2.6K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	43.6KSH	$2.0K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	32SH	$1.5K
41	Creative Capital Management Investments LLC	Shares	25SH	$1.1K
42	State of Alaska, Department of Revenue	Shares	19.3KSH	$887
43	AMALGAMATED BANK	Shares	15.7KSH	$721
44	Handelsbanken Fonder AB	Shares	15.5KSH	$711
45	DiNuzzo Private Wealth, Inc.	Shares	13SH	$599
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	12SH	$553
47	FINANCIAL CONSULATE, INC	Shares	5SH	$231
48	LRI Investments, LLC	Shares	4SH	$184
49	Davis Capital Management	Shares	3SH	$138
50	GHP Investment Advisors, Inc.	Shares	2SH	$93

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Manager changes2026-06-30 vs 2026-03-31

50 / 53 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+22.9K	+$1.1M	$1.1M
2	Crossmark Global Holdings, Inc. new	Shares	+4.5K	+$207.4K	$207.4K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+974	+$105.9K	$770.7K
4	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-352	+$90.2K	$1.2M
5	Louisiana State Employees Retirement System trimmed	Shares	-500	+$78.4K	$1.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+879	+$68.5K	$390.9K
7	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-136	+$54.8K	$720.1K
8	Arlington Trust Co LLC added	Shares	+641	+$50.0K	$273.8K
9	GAMMA Investing LLC added	Shares	+727	+$43.8K	$156.6K
10	Legacy Wealth Management, LLC / MS unchanged	Shares	0	+$39.9K	$473.9K
11	AUGUSTINE ASSET MANAGEMENT INC trimmed	Shares	-81	+$33.5K	$439.0K
12	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+152	+$32.0K	$304.4K
13	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	+$30.6K	$364.4K
14	Abel Hall, LLC added	Shares	+23	+$25.5K	$291.9K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-696	+$24.5K	$639.4K
16	BankPlus Wealth Management LLC trimmed	Shares	-341	+$22.8K	$441.7K
17	Citizens National Bank Trust Department unchanged	Shares	0	+$21.6K	$256.5K
18	SJS Investment Consulting Inc. added	Shares	+314	+$14.5K	$15.1K
19	Sunburst Financial Group, LLC trimmed	Shares	-871	+$10.2K	$557.4K
20	Center for Financial Planning, Inc. unchanged	Shares	0	+$5.8K	$69.0K
21	IFP Advisors, Inc trimmed	Shares	-14	+$5.1K	$67.4K
22	Blue Trust, Inc. added	Shares	+5	+$3.3K	$36.7K
23	Versant Capital Management, Inc unchanged	Shares	0	+$2.4K	$28.8K
24	Oakworth Capital, Inc. unchanged	Shares	0	+$2.3K	$27.7K
25	Farther Finance Advisors, LLC added	Shares	+13	+$2.1K	$19.6K
26	Triumph Capital Management unchanged	Shares	0	+$1.7K	$20.7K
27	Valued Wealth Advisors LLC added	Shares	+28	+$1.5K	$3.9K
28	Creative Capital Management Investments LLC new	Shares	+25	+$1.1K	$1.1K
29	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$758	$4.0K
30	HHM Wealth Advisors, LLC unchanged	Shares	0	+$635	$7.5K
31	High Note Wealth, LLC unchanged	Shares	0	+$499	$5.9K
32	SIGNATUREFD, LLC unchanged	Shares	0	+$402	$4.8K
33	Fortitude Family Office, LLC added	Shares	+2	+$301	$2.6K
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$260	$3.1K
35	LRI Investments, LLC new	Shares	+4	+$184	$184
36	Davis Capital Management new	Shares	+3	+$138	$138
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$124	$1.5K
38	Handelsbanken Fonder AB unchanged	Shares	0	+$60	$711
39	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$51	$599
40	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$47	$553
41	Hughes Financial Services, LLC new	Shares	+1	+$46	$46
42	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$20	$231
43	AMALGAMATED BANK trimmed	Shares	-1.2K	+$9	$721
44	GHP Investment Advisors, Inc. unchanged	Shares	0	+$8	$93
45	Vermillion Wealth Management, Inc. exited	Shares	-2	-$84	$0
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-7.4K	-$144	$2.0K
47	State of Alaska, Department of Revenue trimmed	Shares	-9.8K	-$340	$887
48	True Wealth Design, LLC trimmed	Shares	-33	-$1.0K	$4.4K
49	BARLOW WEALTH PARTNERS, LLC unchanged	Shares	0	-$6.2K	$1.2M
50	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-1.9K	-$9.7K	$822.8K

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