Wellington Management Group’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130M | Buy |
3,567,031
+248,232
| +7% | +$9.05M | 0.02% | 464 |
|
|
2025
Q1 | $114M | Buy |
3,318,799
+846,238
| +34% | +$29.2M | 0.02% | 473 |
|
|
2024
Q4 | $87.5M | Buy |
2,472,561
+1,115,708
| +82% | +$39.5M | 0.02% | 565 |
|
|
2024
Q3 | $43.2M | Buy |
1,356,853
+333,390
| +33% | +$10.6M | 0.01% | 740 |
|
|
2024
Q2 | $30.7M | Buy |
1,023,463
+130,726
| +15% | +$3.93M | 0.01% | 829 |
|
|
2024
Q1 | $25.1M | Buy |
892,737
+441,820
| +98% | +$12.4M | ﹤0.01% | 892 |
|
|
2023
Q4 | $12.6M | Buy |
+450,917
| New | +$12.6M | ﹤0.01% | 1052 |
|
|
2016
Q4 | – | Sell |
-18,469
| Closed | -$509K | – | 2249 |
|
|
2016
Q3 | $509K | Hold |
18,469
| – | – | ﹤0.01% | 1970 |
|
|
2016
Q2 | $459K | Buy |
+18,469
| New | +$459K | ﹤0.01% | 1917 |
|