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Jacobs Levy Equity Management’s
Trustmark
TRMK
Stock Holding History
Jacobs Levy Equity Management’s Portfolio
TRMK Stock Details
TRMK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$212K
Buy
+5,022
New
+$212K
﹤0.01%
911
2025
Q4
–
Sell
-5,804
Closed
-$230K
–
1061
2025
Q3
$230K
Sell
5,804
-17,438
-75%
-$680K
﹤0.01%
903
2025
Q2
$847K
Sell
23,242
-869
-4%
-$29.7K
﹤0.01%
786
2025
Q1
$832K
Sell
24,111
-63,756
-73%
-$2.28M
﹤0.01%
845
2024
Q4
$3.11M
Buy
87,867
+5,341
+6%
+$193K
0.01%
515
2024
Q3
$2.63M
Sell
82,526
-153
-0.2%
-$4.92K
0.01%
550
2024
Q2
$2.48M
Buy
82,679
+32,857
+66%
+$943K
0.01%
568
2024
Q1
$1.4M
Sell
49,822
-4,319
-8%
-$116K
0.01%
654
2023
Q4
$1.51M
Sell
54,141
-33,304
-38%
-$772K
0.01%
653
2023
Q3
$1.9M
Buy
87,445
+9,590
+12%
+$223K
0.01%
565
2023
Q2
$1.64M
Sell
77,855
-36,162
-32%
-$816K
0.01%
606
2023
Q1
$2.82M
Buy
+114,017
New
+$3.37M
0.02%
513
Other funds holding TRMK
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
NRCM
North Reef Capital Management
Laguna Beach, California
$2.91B AUM
11.03%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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