Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trustmark Corp (TRMK)

263 + Investors. Track Smart Money conviction in TRMK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — TRMK

Based on 267 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TRMK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
267 hedge funds hold TRMK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

136 buying117 selling
Last quarter: 136 funds bought or added vs 117 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new TRMK position: 32 → 35 → 31 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 21% new
174 out of 267 hedge funds have held TRMK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

36 → 32 → 35 → 31 → 44 new funds/Q
New funds entering each quarter: 32 → 35 → 31 → 44. A growing number of institutions are discovering TRMK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 268 holders: 183 (68%) are 2+ year veterans, 23 entered 1–2 years ago, and 62 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
49 of 266 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in TRMK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TRMK

In 2026 Q1, 136 hedge funds were net buyers of TRMK (44 opened a new position, 92 added to an existing one), while 117 reduced or exited (85 trimmed, 32 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 45% of total institutional value in TRMK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 267.

Hedge Fund Ownership: TRMK

How many hedge funds hold TRMK — quarterly history vs. share price
Quarterly hedge fund ownership of TRMK vs. share price

Market Analysis: TRMK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRMK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Trustmark Corp (TRMK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TRMK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
TRMK
+7.9%
XLF
+8.8%

TRMK outperformed XLF by -0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
TRMK
+5.5%
XLF
+5.1%

Since the filing became public, TRMK outperformed XLF by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 0 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: TRMK
263 + Investors

Track Smart Money conviction in TRMK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 263 255 3.14%
13F Shares 46M 45M 3.98%
Total Value $1.92B $1.73B 11.09%
New Positions 42 31 +11
Increased Positions 92 88 +4
Closed Positions 34 38 -4
Reduced Positions 84 90 -6
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: TRMK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

263 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRMK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TRMK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Reef Capital Management LP 2.83% 1,952,930 $82.3M
2 Magnolia Capital Advisors LLC 1.27% 152,916 $6.4M
3 Ignite Planners, LLC 0.93% 142,566 $6.0M
4 Trustmark Bank Trust Department 0.78% 286,258 $12.1M
5 Earnest Partners LLC 0.44% 2,532,602 $106.7M
6 Wakefield Asset Management LLLP 0.40% 35,415 $1.5M
7 Bridgeway Capital Management, LLC 0.34% 398,315 $16.8M
8 Integrated Quantitative Investments LLC 0.33% 43,522 $1.8M
9 BankPlus Trust Department 0.28% 25,062 $1.1M
10 BankPlus Wealth Management LLC 0.22% 9,942 $419K
11 Barnes Pettey Financial Advisors, LLC 0.21% 11,336 $478K
12 EntryPoint Capital, LLC 0.19% 15,441 $651K
13 Resolute Wealth Strategies, LLC 0.17% 9,125 $385K
14 Element Wealth, LLC 0.16% 9,025 $380K
15 AlphaQuest LLC 0.14% 65,095 $2.5M
16 Barlow Wealth Partners, LLC 0.14% 26,864 $1.2M
17 Legacy Wealth Management, LLC / MS 0.12% 10,300 $434K
18 Sunburst Financial Group, LLC 0.10% 12,985 $547K
19 VARCOV Co. 0.10% 6,232 $263K
20 Clark Capital Management Group, Inc. 0.09% 361,387 $15.2M
21 Augustine Asset Management Inc 0.09% 9,623 $406K
22 Integrated Investment Consultants, LLC 0.07% 8,064 $340K
23 Susquehanna Fundamental Investments, LLC 0.07% 44,487 $1.9M
24 Empowered Funds, LLC 0.07% 254,772 $10.7M
25 Legato Capital Management LLC 0.06% 16,879 $711K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Trustmark Corp (TRMK)

What does the Smart Money Trend signal show for TRMK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TRMK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TRMK?

Slight buying edge — 54% buying: Last quarter: 136 funds bought or added vs 117 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TRMK holders?

Elite ownership — 45% AUM from top-100 funds: 49 of 266 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in TRMK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TRMK?

65% of holders stayed for 2+ years: 174 out of 267 hedge funds have held TRMK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Trustmark Corp (TRMK) following the 2026 Q1 hedge fund 13F filings?

As of today, TRMK has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), TRMK has gained +7.9% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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