BRYN Mawr Trust Co.
Bryn Mawr Trust, founded in 1889 and currently a subsidiary of WSFS Financial Corporation, is a Pennsylvania-based wealth management and fiduciary services firm. It offers investment management, private banking, trust and estate planning, and advisory services to individuals, families, businesses, endowments, and institutional clients primarily across the mid-Atlantic region. With over 130 years of history, Bryn Mawr Trust is recognized for its personalized wealth planning and commitment to building lasting client relationships, serving both high-net-worth individuals and organizations. The firm incorporates multiple business lines, including Bryn Mawr Trust Advisors and The Bryn Mawr Trust Company of Delaware, and employs a relationship-based, client-focused approach leveraging local management and regional expertise. It is noted for its multi-generational service philosophy, and its employee count spans across Bryn Mawr Trust and its advisory divisions.
Investment Strategy
Bryn Mawr Trust applies a strategic, client-centric investment approach centered around the development of a customized Investment Policy Statement that aligns with each client’s vision, values, financial goals, and risk tolerance. The firm builds diversified, multi-asset portfolios designed for long-term growth, using a mix of internal and external investment solutions to balance risks and adapt to economic cycles. Investment management emphasizes minimizing unnecessary trading, maintaining strategic asset allocation, regular performance monitoring, and periodic rebalancing. Tax mitigation strategies, such as capital gains management and asset location decisions, are also integrated to optimize after-tax returns. The philosophy is to craft durable portfolios aligned with life and legacy planning, consistently guided by fiduciary responsibility and the specific objectives of individuals, families, businesses, and institutions.
Latest 13F Filing Activity
BRYN Mawr Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 2,030 equity positions with a total 13F market value of $6B. The fund increased holdings in Vanguard Tax-managed FDS, Microsoft Corp., Ishares TR among other positions. BRYN Mawr Trust Co. reduced exposure to Apple Inc., Becton Dickinson & Co., Ishares TR among others.
Top Holdings
Equity Positions (2,030)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ISRG | INTUITIVE SURGICAL INC | 5.48% | $308.2M | 567,125 | $491.24 | $543.41 | +$27.8M |
C CMCSA | COMCAST CORP NEW | 5.24% | $294.6M | 8,254,596 | $41.77 | $35.69 | -$10.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.58% | $257.5M | 4,517,468 | $50.78 | $57.01 | +$47.0M |
M MSFT | MICROSOFT CORP | 3.76% | $211.5M | 425,183 | $426.27 | $497.41 | +$45.0M |
A AAPL | APPLE INC | 3.53% | $198.2M | 965,959 | $184.74 | $205.17 | -$35.5M |
Industry Allocation
Investment Team (19)
| Name | Role | Location | |
|---|---|---|---|
B Brandon Shuler | Senior Vice President, Senior Portfolio Manager | Berwyn, PA , United States | |
B Brian Feldman | Trader | New York, NY , United States | |
C Christopher Krumenacker | Senior Equity Research Analyst | Philadelphia, PA , United States | |
 | Quantitative Researcher | Smyrna, GA , United States | |
J James Hutchinson | Sr. Vice President and Investment Advisor | Philadelphia, PA , United States | |
P Peter Brodie | Chief Investment Officer | Wayne, PA , United States | |
S Seth Dadds | Portfolio Manager and Head of Securities Research | United States | |
 | Investment Research Analyst | Exton, PA , United States | |
A Andrew Bass | Investment Associate | Philadelphia, PA , United States | |
| SVP, Head of Macro Research | Philadelphia, PA , United States |