TRUSTMARK BANK TRUST DEPARTMENT
•CIK: 861176•Filing: Q4 2025
**TRUSTMARK NATIONAL BANK TRUST DEPARTMENT** manages $1.6B across a diversified portfolio of 279 holdings. The strategy exhibits a significant allocation to fixed income and broad market exposure, evidenced by top positions in AGG ($93.5M) and VO ($92.7M). Further concentration is visible in core equity sectors, including VB ($76.5M), VUG ($68.3M), and VTV ($65.6M). This structure suggests a mandate focused on capital preservation alongside systematic exposure to U.S. and international equity indices.
Total AUM
$1.6B
QoQ Performance
+2.9%
Positions
192
Top 10 Concentration
41.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
VO
AGG5.9%
VO5.9%
VB4.8%
VUG4.3%
VTV4.1%
VGSH4.0%
EFA3.7%
FLOT3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.4%
Technology10.2%
ETF3.6%
Financial3.1%
Consumer2.9%
Healthcare1.7%
Utilities0.7%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+73 more exited positions
Changes from Q3 2025
NEW1 new position
↑89 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023