Toll Brothers, Inc.
US ˙ NYSE ˙ US8894781033

SecurityTOL / Toll Brothers, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership100,054 shares
Latest Disclosed Value $ 13,654,430
Mercer Global Advisors Inc /adv reports 65.29% increase in ownership of TOL / Toll Brothers, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 100,054 shares of Toll Brothers, Inc. (US:TOL) valued at $13,654,369 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 60,531 shares of Toll Brothers, Inc.. This represents a change in shares of 65.29% during the quarter. The current value of the position is $13,798,447 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TOLL BROTHERS COM 889478103 100,054 39,523 65.29 13,654 66.84 0.0202
2026-02-17 2025-12-31 13F TOLL BROTHERS COM 889478103 60,531 17,214 39.74 8,185 36.79 0.0125
2025-11-14 2025-09-30 13F TOLL BROTHERS COM 889478103 43,317 6,561 17.85 5,984 42.66 0.0100
2025-08-14 2025-06-30 13F TOLL BROTHERS COM 889478103 36,756 7,821 27.03 4,195 37.28 0.0085
2025-05-15 2025-03-31 13F TOLL BROTHERS COM 889478103 28,935 3,187 12.38 3,055 -5.80 0.0070
2025-02-14 2024-12-31 13F TOLL BROTHERS COM 889478103 25,748 -540 -2.05 3,243 -20.28 0.0079
2024-11-14 2024-09-30 13F TOLL BROTHERS COM 889478103 26,288 5,222 24.79 4,068 67.68 0.0095
2024-08-12 2024-06-30 13F TOLL BROTHERS COM 889478103 21,066 1,702 8.79 2,426 121,200.00 0.0066
2024-05-15 2024-03-31 13F TOLL BROTHERS COM 889478103 19,364 8,206 73.54 3 100.00 0.0071
2024-02-15 2023-12-31 13F TOLL BROTHERS COM 889478103 11,158 709 6.79 1 0.0035
2023-11-15 2023-09-30 13F/A-1 TOLL BROTHERS COM 889478103 10,449 564 5.71 1 0.0029
2023-11-14 2023-09-30 13F TOLL BROTHERS COM 889478103 10,449 564 1 0.0029
2023-08-14 2023-06-30 13F TOLL BROTHERS COM 889478103 9,885 -744 -7.00 1 0.0031
2023-05-16 2023-03-31 13F TOLL BROTHERS COM 889478103 10,629 -971 -8.37 1 0.0029
2023-02-09 2022-12-31 13F TOLL BROTHERS COM 889478103 11,600 -439 -3.65 1 -100.00 0.0029
2022-11-15 2022-09-30 13F TOLL BROTHERS COM 889478103 12,039 -1,528 -11.26 506 -16.36 0.0030
2022-08-10 2022-06-30 13F TOLL BROTHERS COM 889478103 13,567 -4,901 -26.54 605 -30.30 0.0037
2022-05-10 2022-03-31 13F TOLL BROTHERS COM 889478103 18,468 633 3.55 868 -32.77 0.0051
2022-02-04 2021-12-31 13F TOLL BROTHERS COM 889478103 17,835 1,130 6.76 1,291 39.72 0.0080
2021-11-10 2021-09-30 13F TOLL BROTHERS COM 889478103 16,705 -2,067 -11.01 924 -14.84 0.0065
2021-08-10 2021-06-30 13F TOLL BROTHERS COM 889478103 18,772 7,898 72.63 1,085 75.85 0.0083
2021-08-10 2021-03-31 13F/A-1 TOLL BROTHERS COM 889478103 10,874 -962 -8.13 617 19.81 0.0056
2021-05-11 2021-03-31 13F TOLL BROTHERS COM 889478103 10,874 -962 617 0.0059
2021-02-12 2020-12-31 13F TOLL BROTHERS COM 889478103 11,836 -164 -1.37 515 -11.82 0.0064
2020-12-10 2020-09-30 13F TOLL BROTHERS COM 889478103 12,000 -339 -2.75 584 45.27 0.0088
2020-08-10 2020-06-30 13F TOLL BROTHERS COM 889478103 12,339 1,667 15.62 402 96.10 0.0073
2020-05-18 2020-03-31 13F TOLL BROTHERS COM 889478103 10,672 -28,861 -73.00 205 -86.88 0.0045
2020-02-13 2019-12-31 13F TOLL BROTHERS INC COM COM 889478103 39,533 1,660 4.38 1,562 0.51 0.0312
2019-11-12 2019-09-30 13F TOLL BROTHERS INC COM COM 889478103 37,873 485 1.30 1,554 13.51 0.0365
2019-08-14 2019-06-30 13F TOLL BROTHERS INC COM COM 889478103 37,388 -15 -0.04 1,369 1.11 0.0363
2019-04-23 2019-03-31 13F/A-1 TOLL BROTHERS INC COM COM 889478103 37,403 37,403 1,354 0.0487
2019-04-12 2019-03-31 13F TOLL BROTHERS INC COM COM 889478103 39,693 1,307 0.0697
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.