AIA
TOL icon

AssuredPartners Investment Advisors’s Toll Brothers TOL Stock Holding History

AssuredPartners Investment Advisors’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36M Buy
20,409
+697
+4% +$99.1K 0.33% 82
2026
Q1 		$2.72M Buy
+19,712
New +$2.89M 0.3% 85

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AssuredPartners Investment Advisors's TOL Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Toll Brothers (TOL) stake by 3.5% in Q2 2026, buying an estimated $99.1K and bringing the position to 20,409 shares worth $3.36M. The position accounts for 0.33% of the portfolio, ranked #82.

AssuredPartners Investment Advisors first reported a position in TOL in Q1 2026 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • AssuredPartners Investment Advisors held 20,409 shares of Toll Brothers worth $3.36M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 697 Toll Brothers shares in Q2 2026, an estimated $99.1K.
  • Toll Brothers made up 0.33% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • AssuredPartners Investment Advisors first reported a position in Toll Brothers in Q1 2026 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.