Robert Bruce's UHAL Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 73,900 shares of U-Haul Holding Company (UHAL) worth $4.22 M, representing 1.31% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Robert Bruce has maintained a long-term strategic position in UHAL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 2.49 M shares. Largest reduction occurred in Q3 2013, reducing 2.5 M shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's U-Haul Holding Company (UHAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly U-Haul Holding Company (UHAL) Trades by Robert Bruce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2.5 M | Add 0.00% | 2.5 M | $16.19 |
| Q3 2013 | -2.5 M | Sold Out | 0 | $0.00 |
| Q4 2013 | +2.49 M | New Buy | 2.49 M | $23.70 |
| Q1 2014 | -2,000 | Reduce 0.08% | 2.49 M | $23.20 |
| Q2 2014 | -63,350 | Reduce 2.54% | 2.43 M | $29.08 |
| Q3 2015 | -220,000 | Reduce 9.06% | 2.21 M | $39.35 |
| Q4 2015 | -273,000 | Reduce 12.36% | 1.94 M | $38.95 |
| Q2 2016 | -2,000 | Reduce 0.10% | 1.93 M | $37.45 |
| Q3 2016 | -2,500 | Reduce 0.13% | 1.93 M | $32.40 |
| Q4 2016 | -15,450 | Reduce 0.80% | 1.92 M | $36.96 |
| Q2 2017 | -2,000 | Reduce 0.10% | 1.91 M | $36.61 |
| Q3 2017 | -30,000 | Reduce 1.57% | 1.88 M | $37.49 |
| Q4 2017 | -24,010 | Reduce 1.27% | 1.86 M | $37.79 |
| Q2 2018 | +1,500 | Add 0.08% | 1.86 M | $35.61 |
| Q3 2018 | -65,090 | Reduce 3.50% | 1.8 M | $35.66 |
| Q4 2018 | -32,000 | Reduce 1.78% | 1.76 M | $32.81 |
| Q1 2019 | -65,000 | Reduce 3.68% | 1.7 M | $37.15 |
| Q2 2019 | -203,250 | Reduce 11.96% | 1.5 M | $37.85 |
| Q4 2019 | -62,330 | Reduce 4.17% | 1.43 M | $37.58 |
| Q2 2020 | -20,000 | Reduce 1.40% | 1.41 M | $30.22 |
| Q3 2020 | -20,000 | Reduce 1.41% | 1.39 M | $35.60 |
| Q4 2020 | -85,000 | Reduce 6.10% | 1.31 M | $45.40 |
| Q1 2021 | -351,670 | Reduce 26.88% | 956,850 | $61.26 |
| Q2 2021 | -23,000 | Reduce 2.40% | 933,850 | $58.94 |
| Q3 2021 | -136,000 | Reduce 14.56% | 797,850 | $64.60 |
| Q4 2021 | -44,300 | Reduce 5.55% | 753,550 | $72.62 |
| Q2 2022 | +1,000 | Add 0.13% | 754,550 | $47.82 |
| Q4 2022 | -679,495 | Reduce 90.05% | 75,055 | $60.19 |
| Q1 2023 | -291 | Reduce 0.39% | 74,764 | $59.65 |
| Q3 2023 | -3,959 | Reduce 5.30% | 70,805 | $54.57 |
| Q2 2024 | +4,300 | Add 6.07% | 75,105 | $61.73 |
| Q4 2024 | -1,205 | Reduce 1.60% | 73,900 | $69.09 |
Robert Bruce's U-Haul Holding Company Investment FAQs
Robert Bruce first purchased U-Haul Holding Company (UHAL) in Q2 2013, acquiring 2,496,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held U-Haul Holding Company (UHAL) for 50 quarters since Q2 2013.
Robert Bruce's largest addition to U-Haul Holding Company (UHAL) was in Q2 2013, adding 2,496,000 shares worth $40.41 M.
According to the latest 13F filing for Q3 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 73,900 shares of U-Haul Holding Company (UHAL), valued at approximately $4.22 M.
As of the Q3 2025 filing, U-Haul Holding Company (UHAL) represents approximately 1.31% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings.
Robert Bruce's peak holding in U-Haul Holding Company (UHAL) was 2,496,000 shares, as reported at the end of Q2 2013.