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 Q2 2024, adding 4,300 shares. Largest reduction occurred in Q4 2022, reducing 679,495 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
| Period | 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 | 2.5 M | $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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's largest addition to U-Haul Holding Company (UHAL) was in Q2 2013, adding 2,496,000 shares worth $40.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's peak holding in U-Haul Holding Company (UHAL) was 2,496,000 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.