13F Filings History of Bryn Mawr Trust Advisors, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$2,079,134,026
Signature - Title
Donna M. Cunningham - Senior Vice President
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by Bryn Mawr Trust Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bryn Mawr Trust Advisors, LLC reported 446 stock holdings with total value $2,079,134,026 as of Q4 2025. Top holdings included IVV, AAPL, BND, MSFT, and IWY.

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Holdings Value

List of Other Managers Reporting for Bryn Mawr Trust Advisors, LLC:

Name Holdings Value Location File Number
POLEN CAPITAL MANAGEMENT LLC $23,415,743,562 Boca Raton, FL 028-03687
WCM INVESTMENT MANAGEMENT, LLC $48,567,796,451 Laguna Beach, CA 028-07104
Coho Partners, Ltd. $779,136,310 Berwyn, PA 028-11563
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 446 $2,079,134,026 +$111,695,823 -$73,164,030 +$38,531,793 IVV, AAPL, BND, MSFT, IWY 13F-HR 03 Feb 2026, 21:29
Q3 2025 438 $2,015,134,535 +$103,617,687 -$45,476,504 +$58,141,183 IVV, AAPL, BND, MSFT, IWY 13F-HR 03 Nov 2025, 20:01
Q2 2025 419 $1,826,879,299 +$108,976,517 -$42,885,915 +$66,090,602 IVV, BND, MSFT, AAPL, IWY 13F-HR 06 Aug 2025, 13:47
Q1 2025 387 $1,666,915,994 +$67,553,578 -$217,044,518 -$149,490,940 AAPL, IVV, BND, MSFT, IWY 13F-HR 02 May 2025, 13:30
Q4 2024 410 $1,854,947,814 +$91,148,731 -$63,500,421 +$27,648,310 AAPL, IVV, BND, MSFT, IWY Restatement 04 Feb 2025, 19:54
Q3 2024 404 $1,852,888,556 +$56,448,022 -$116,561,705 -$60,113,683 AAPL, IVV, MSFT, BND, IWY 13F-HR 24 Oct 2024, 18:10
Q2 2024 387 $1,813,895,023 +$84,757,979 -$35,211,905 +$49,546,074 AAPL, MSFT, IVV, BND, VERX 13F-HR 30 Jul 2024, 17:23
Q1 2024 396 $1,704,248,970 +$96,085,508 -$81,381,424 +$14,704,084 IVV, MSFT, AAPL, BND, VERX 13F-HR 01 May 2024, 19:16
Q4 2023 399 $1,603,380,699 +$118,118,433 -$183,675,422 -$65,556,989 AAPL, IVV, MSFT, VERX, IWY 13F-HR 02 Feb 2024, 13:32
Q3 2023 393 $1,528,352,075 +$518,768,647 -$20,101,554 +$498,667,093 AAPL, IVV, MSFT, VERX, BND 13F-HR 07 Nov 2023, 20:23
Q2 2023 282 $1,064,226,186 +$94,808,443 -$41,403,017 +$53,405,426 IVV, VERX, MSFT, BND, IWY 13F-HR 11 Aug 2023, 16:35
Q1 2023 268 $959,188,052 +$42,870,185 -$39,784,445 +$3,085,740 IVV, MSFT, BND, IWY, BRKB 13F-HR 01 May 2023, 20:56
Q4 2022 265 $925,020,279 +$630,182,122 -$8,780,293 +$621,401,829 IVV, MSFT, MRK, BND, BRKB 13F-HR 10 Feb 2023, 16:35
Q3 2022 138 $281,861,000 +$13,466,426 -$15,491,715 -$2,025,289 IVV, SCHD, VOT, VIG, RSP 13F-HR 03 Nov 2022, 18:32
Q2 2022 151 $303,992,000 +$17,045,317 -$13,365,170 +$3,680,147 IVV, VOT, VIG, SCHD, RSP 13F-HR 09 Aug 2022, 17:49
Q1 2022 160 $358,352,000 +$115,670,630 -$5,055,252 +$110,615,378 IVV, VOT, RSP, VIG, AAPL 13F-HR 13 May 2022, 11:20
Q4 2021 109 $263,426,000 +$25,892,676 -$3,075,450 +$22,817,226 IVV, VOT, VIG, RSP, AAPL 13F-HR 09 Feb 2022, 20:58
Q3 2021 101 $220,516,000 +$7,618,835 -$4,529,077 +$3,089,758 IVV, VOT, VIG, RSP, AAPL 13F-HR 12 Nov 2021, 15:48
Q2 2021 100 $220,906,000 +$11,048,051 -$3,551,251 +$7,496,800 IVV, VOT, VIG, RSP, AAPL 13F-HR 10 Aug 2021, 11:28
Q1 2021 93 $203,990,000 +$12,232,063 -$23,726,738 -$11,494,675 IVV, VOT, SLQT, VIG, AAPL 13F-HR 10 May 2021, 19:49
Q4 2020 94 $202,336,000 +$29,104,434 -$16,735,373 +$12,369,061 IVV, VOT, VIG, SLQT, AAPL 13F-HR 02 Feb 2021, 06:57
Q3 2020 91 $172,139,000 +$13,113,660 -$7,119,726 +$5,993,934 IVV, VOT, VIG, MSFT, AAPL 13F-HR 06 Nov 2020, 21:28
Q2 2020 86 $158,353,000 +$6,402,456 -$24,966,973 -$18,564,517 IVV, VOT, VIG, MSFT, AAPL 13F-HR 06 Aug 2020, 20:00
Q1 2020 78 $147,070,000 +$40,109,386 -$5,583,191 +$34,526,195 IVV, VOT, VIG, SPY, MSFT 13F-HR 01 May 2020, 16:44
Q4 2019 89 $137,860,000 +$13,363,871 -$4,546,644 +$8,817,227 IVV, VOT, VIG, MSFT, AAPL 13F-HR 31 Jan 2020, 17:07
Q3 2019 80 $119,905,000 +$4,018,437 -$3,369,085 +$649,352 IVV, VOT, VIG, SPY, AAPL 13F-HR 08 Nov 2019, 11:40
Q2 2019 86 $117,865,000 +$7,262,780 -$4,451,495 +$2,811,285 IVV, VOT, VIG, SPY, IVW 13F-HR 14 Aug 2019, 15:14
Q1 2019 84 $110,866,000 +$5,161,204 -$17,687,730 -$12,526,526 IVV, VOT, VIG, SPY, IVW 13F-HR 15 May 2019, 12:03
Q4 2018 75 $109,784,000 +$17,728,496 -$11,984,319 +$5,744,177 IVV, VIG, VOT, SPY, EFA 13F-HR 12 Feb 2019, 11:22
Q3 2018 88 $119,123,000 +$4,065,281 -$6,264,090 -$2,198,809 IVV, VIG, VOT, SPY, IVW 13F-HR 07 Nov 2018, 15:34
Q2 2018 93 $114,061,000 +$7,593,958 -$6,099,095 +$1,494,863 IVV, VIG, VOT, SPY, IVW 13F-HR 10 Aug 2018, 16:26
Q1 2018 85 $110,099,000 +$41,942,867 -$10,069,007 +$31,873,860 IVV, VIG, VOT, SPY, VUG 13F-HR 11 May 2018, 09:43
Q4 2017 68 $75,386,000 $0 -$19,861,000 -$19,861,000 IVV, VOT, REGN, SPY, IJK 13F-HR 14 Feb 2018, 10:03
Q3 2017 80 $96,091,000 +$6,986,283 -$2,008,856 +$4,977,427 IVV, VIG, VOT, REGN, SPY 13F-HR 14 Nov 2017, 13:20
Q2 2017 72 $88,650,000 +$1,053,349 -$12,906,324 -$11,852,975 IVV, VIG, VOT, REGN, IJK 13F-HR 11 Aug 2017, 14:43
Q1 2017 86 $97,235,000 +$9,863,150 -$14,841,239 -$4,978,089 IVV, VIG, VOT, REGN, IJK 13F-HR 12 May 2017, 10:49
Q4 2016 81 $98,118,000 $0 $0 $0 IVV, VIG, VOT, SHYD, AGG 13F-HR 29 Mar 2017, 17:17