13F Filings History of Bryn Mawr Trust Advisors, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$2,015,134,535
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 438 stock holdings with total value $2,015,134,535 as of Q3 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 $30,802,400,951 Boca Raton, FL 028-03687
WCM INVESTMENT MANAGEMENT, LLC $48,063,311,351 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
Q3 2025 438 $2,015,134,535 +$103,617,686 -$45,476,512 +$58,141,174 IVV, AAPL, BND, MSFT, IWY 13F-HR 03 Nov 2025, 20:01
Q2 2025 419 $1,826,879,299 +$108,976,516 -$42,885,915 +$66,090,601 IVV, BND, MSFT, AAPL, IWY 13F-HR 06 Aug 2025, 13:47
Q1 2025 387 $1,666,915,994 +$67,553,584 -$217,044,510 -$149,490,926 AAPL, IVV, BND, MSFT, IWY 13F-HR 02 May 2025, 13:30
Q4 2024 410 $1,854,947,814 +$91,148,732 -$63,500,418 +$27,648,314 AAPL, IVV, BND, MSFT, IWY Restatement 04 Feb 2025, 19:54
Q3 2024 404 $1,852,888,556 +$56,448,028 -$116,561,699 -$60,113,671 AAPL, IVV, MSFT, BND, IWY 13F-HR 24 Oct 2024, 18:10
Q2 2024 387 $1,813,895,023 +$84,757,978 -$35,211,905 +$49,546,073 AAPL, MSFT, IVV, BND, VERX 13F-HR 30 Jul 2024, 17:23
Q1 2024 357 $1,704,248,970 +$96,085,503 -$81,381,424 +$14,704,079 IVV, MSFT, AAPL, BND, VERX 13F-HR 01 May 2024, 19:16
Q4 2023 399 $1,603,380,699 +$118,118,428 -$183,675,422 -$65,556,994 AAPL, IVV, MSFT, VERX, IWY 13F-HR 02 Feb 2024, 13:32
Q3 2023 398 $1,527,606,816 +$518,635,609 -$20,101,544 +$498,534,065 AAPL, IVV, MSFT, VERX, BND 13F-HR 07 Nov 2023, 20:23
Q2 2023 282 $1,064,226,186 +$94,808,442 -$38,564,108 +$56,244,334 IVV, VERX, MSFT, BND, IWY 13F-HR 11 Aug 2023, 16:35
Q1 2023 268 $959,188,052 +$42,870,183 -$35,641,683 +$7,228,500 IVV, MSFT, BND, IWY, BRKB 13F-HR 01 May 2023, 20:56
Q4 2022 265 $925,020,279 +$630,182,129 -$7,438,292 +$622,743,837 IVV, MSFT, MRK, BND, BRKB 13F-HR 10 Feb 2023, 15:35
Q3 2022 138 $281,861,000 +$13,466,427 -$11,126,713 +$2,339,714 IVV, SCHD, VOT, VIG, RSP 13F-HR 03 Nov 2022, 18:32
Q2 2022 151 $303,992,000 +$17,045,317 -$8,395,170 +$8,650,147 IVV, VOT, VIG, SCHD, RSP 13F-HR 09 Aug 2022, 17:49
Q1 2022 160 $358,352,000 +$115,670,631 -$1,804,253 +$113,866,378 IVV, VOT, RSP, VIG, AAPL 13F-HR 13 May 2022, 11:20
Q4 2021 109 $263,426,000 +$25,892,672 -$2,614,450 +$23,278,222 IVV, VOT, VIG, RSP, AAPL 13F-HR 09 Feb 2022, 19:58
Q3 2021 101 $220,516,000 +$7,618,836 -$4,529,074 +$3,089,762 IVV, VOT, VIG, RSP, AAPL 13F-HR 12 Nov 2021, 15:48
Q2 2021 100 $220,906,000 +$11,048,050 -$3,551,250 +$7,496,800 IVV, VOT, VIG, RSP, AAPL 13F-HR 10 Aug 2021, 11:28
Q1 2021 93 $203,990,000 +$12,232,061 -$23,726,739 -$11,494,678 IVV, VOT, SLQT, VIG, AAPL 13F-HR 10 May 2021, 19:49
Q4 2020 92 $202,336,000 +$29,104,450 -$14,880,373 +$14,224,077 IVV, VOT, VIG, SLQT, AAPL 13F-HR 02 Feb 2021, 05:57
Q3 2020 90 $171,328,805 +$13,107,660 -$6,333,093 +$6,774,567 IVV, VOT, VIG, MSFT, AAPL 13F-HR 06 Nov 2020, 20:28
Q2 2020 86 $158,353,000 +$6,402,457 -$24,078,971 -$17,676,514 IVV, VOT, VIG, MSFT, AAPL 13F-HR 06 Aug 2020, 20:00
Q1 2020 78 $147,070,000 +$40,109,387 -$2,097,192 +$38,012,195 IVV, VOT, VIG, SPY, MSFT 13F-HR 01 May 2020, 16:44
Q4 2019 89 $137,860,000 +$13,363,870 -$846,644 +$12,517,226 IVV, VOT, VIG, MSFT, AAPL 13F-HR 31 Jan 2020, 16:07
Q3 2019 80 $119,905,000 +$4,018,436 -$1,161,085 +$2,857,351 IVV, VOT, VIG, SPY, AAPL 13F-HR 08 Nov 2019, 10:40
Q2 2019 86 $117,865,000 +$7,262,781 -$3,040,495 +$4,222,286 IVV, VOT, VIG, SPY, IVW 13F-HR 14 Aug 2019, 15:14
Q1 2019 84 $110,866,000 +$5,161,204 -$16,128,728 -$10,967,524 IVV, VOT, VIG, SPY, IVW 13F-HR 15 May 2019, 12:03
Q4 2018 75 $109,784,000 +$17,728,494 -$7,026,320 +$10,702,174 IVV, VIG, VOT, SPY, EFA 13F-HR 12 Feb 2019, 10:22
Q3 2018 88 $119,123,000 +$4,065,281 -$4,625,089 -$559,808 IVV, VIG, VOT, SPY, IVW 13F-HR 07 Nov 2018, 14:34
Q2 2018 93 $114,061,000 +$7,593,959 -$4,252,094 +$3,341,865 IVV, VIG, VOT, SPY, IVW 13F-HR 10 Aug 2018, 16:26
Q1 2018 85 $110,099,000 +$41,942,864 -$3,021,139 +$38,921,725 IVV, VIG, VOT, SPY, VUG 13F-HR 11 May 2018, 09:43
Q4 2017 65 $75,386,000 $0 IVV, VOT, REGN, SPY, IJK 13F-HR 14 Feb 2018, 09:03
Q3 2017 80 $96,091,000 +$6,986,284 -$1,304,856 +$5,681,428 IVV, VIG, VOT, REGN, SPY 13F-HR 14 Nov 2017, 12:20
Q2 2017 72 $88,650,000 +$1,053,350 -$7,610,325 -$6,556,975 IVV, VIG, VOT, REGN, IJK 13F-HR 11 Aug 2017, 14:43
Q1 2017 86 $97,235,000 +$9,863,151 -$13,315,232 -$3,452,081 IVV, VIG, VOT, REGN, IJK 13F-HR 12 May 2017, 10:49
Q4 2016 80 $98,113,000 $0 IVV, VIG, VOT, SHYD, AGG 13F-HR 29 Mar 2017, 17:17