STOCK TITAN

Wellington group reports 1.53M Trustmark (TRMK) shares under management

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Trustmark Corporation common stock is reported as beneficially owned by a group of Wellington entities in an amended Schedule 13G. Wellington Management Group LLP, Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP report beneficial ownership of 1,529,504 shares of Trustmark common stock, representing 2.61% of the class. They report no sole voting or dispositive power, and shared voting and shared dispositive power over the same 1,529,504 shares.

The securities are owned of record by clients of one or more Wellington investment advisers, and those clients have the right to receive dividends and sale proceeds. No single client is known to have rights over more than five percent of this class of securities. The filing is signed by a compliance manager on behalf of the Wellington entities.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 1,529,504 shares Trustmark Corporation common stock reported by Wellington entities
Percent of class 2.61% Portion of Trustmark common stock class beneficially owned
Shared voting power 1,529,504 shares Shares over which Wellington entities share voting power
Shared dispositive power 1,529,504 shares Shares over which Wellington entities share dispositive power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 1,529,504.00 7 | Sole Dispositive Power 0.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 1,529,504.00 9 1,529,504.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Trustmark Corporation (TRMK) does Wellington report owning?

Wellington entities report beneficial ownership of 2.61% of Trustmark Corporation’s common stock. This corresponds to 1,529,504 shares over which they have shared voting and dispositive power through clients of their investment advisers.

How many Trustmark (TRMK) shares are reported as beneficially owned by Wellington?

Wellington entities report beneficial ownership of 1,529,504 shares of Trustmark common stock. They indicate shared voting and shared dispositive power over all of these shares, with no sole voting or dispositive authority reported.

Who is the reporting person in this Schedule 13G/A for Trustmark (TRMK)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These entities control or own investment advisers whose clients hold the reported Trustmark common shares.

Do Wellington entities have sole or shared voting power over TRMK shares?

The Wellington entities report 0 shares with sole voting power and 1,529,504 shares with shared voting power. They likewise report no sole dispositive power and shared dispositive power over the same number of Trustmark common shares.

Are any Wellington clients over the 5% ownership threshold in Trustmark (TRMK)?

The filing states that no single client of the Wellington investment advisers is known to have the right to receive dividends or sale proceeds for more than five percent of the Trustmark common stock class.





898402102

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026