Robert Bruce's UHAL.B Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 452.0K shares of U-Haul Holding Company (UHAL.B) worth $23.01 M, representing 7.12% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Robert Bruce has maintained a strategic position in UHAL.B, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 49.6K shares. Largest reduction occurred in Q3 2023, reducing 82.8K shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's U-Haul Holding Company (UHAL.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly U-Haul Holding Company (UHAL.B) Trades by Robert Bruce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +660,530 | New Buy | 660,530 | $54.98 |
| Q1 2023 | -20,000 | Reduce 3.03% | 640,530 | $51.85 |
| Q3 2023 | -82,830 | Reduce 12.93% | 557,700 | $52.39 |
| Q4 2023 | -21,350 | Reduce 3.83% | 536,350 | $70.44 |
| Q1 2024 | -43,000 | Reduce 8.02% | 493,350 | $66.68 |
| Q2 2024 | +49,600 | Add 10.05% | 542,950 | $60.02 |
| Q3 2024 | -35,400 | Reduce 6.52% | 507,550 | $72.00 |
| Q4 2024 | -40,550 | Reduce 7.99% | 467,000 | $64.05 |
| Q1 2025 | -15,000 | Reduce 3.21% | 452,000 | $59.18 |
Robert Bruce's U-Haul Holding Company Investment FAQs
Robert Bruce first purchased U-Haul Holding Company (UHAL.B) in Q4 2022, acquiring 660,530 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.B) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's largest addition to U-Haul Holding Company (UHAL.B) was in Q4 2022, adding 660,530 shares worth $36.32 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 452,000 shares of U-Haul Holding Company (UHAL.B), valued at approximately $23.01 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.B) represents approximately 7.12% 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.B) was 660,530 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.