U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionRhumbline Advisers
Latest Disclosed Ownership7,424 shares
Latest Disclosed Value $ 354,679
Rhumbline Advisers reports 0.30% decrease in ownership of AUK / U-Haul Holding Company

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 7,424 shares of U-Haul Holding Company (DE:AUK) valued at $293,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,446 shares of U-Haul Holding Company. This represents a change in shares of -0.30% during the quarter. The current value of the position is $353,382 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.

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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)
2026-05-12 2026-03-31 13F AMERCO COM COM 023586100 7,424 -22 -0.30 355 -5.60 0.0003
2026-02-13 2025-12-31 13F AMERCO COM COM 023586100 7,446 -202 -2.64 375 -13.99 0.0003
2025-11-06 2025-09-30 13F AMERCO COM COM 023586100 7,648 -286 -3.60 436 -9.17 0.0004
2025-08-12 2025-06-30 13F AMERCO COM COM 023586100 7,934 -319 -3.87 480 -10.95 0.0004
2025-05-29 2025-03-31 13F/A-1 AMERCO COM COM 023586100 8,253 -130 -1.55 539 -6.91 0.0005
2025-04-08 2025-03-31 13F AMERCO COM COM 023586100 8,253 -130 539 0.0005
2025-05-29 2024-12-31 13F/A-1 AMERCO COM COM 023586100 8,383 -1,021 -10.86 579 -20.47 0.0005
2025-01-30 2024-12-31 13F AMERCO COM COM 023586100 8,383 -1,021 579 0.0005
2024-11-12 2024-09-30 13F AMERCO COM COM 023586100 9,404 874 10.25 729 38.40 0.0007
2024-08-01 2024-06-30 13F AMERCO COM COM 023586100 8,530 -104 -1.20 527 -9.78 0.0005
2024-05-09 2024-03-31 13F AMERCO COM COM 023586100 8,634 -1,481 -14.64 583 -19.70 0.0006
2024-02-08 2023-12-31 13F AMERCO COM COM 023586100 10,115 -355 -3.39 726 27.15 0.0008
2023-11-09 2023-09-30 13F AMERCO COM COM 023586100 10,470 -838 -7.41 571 -8.64 0.0007
2023-08-08 2023-06-30 13F AMERCO COM COM 023586100 11,308 1,771 18.57 626 0.0007
2023-05-11 2023-03-31 13F AMERCO COM COM 023586100 9,537 -246 -2.51 1 -100.00 0.0007
2023-02-14 2022-12-31 13F AMERCO COM COM 023586100 9,783 81 0.83 589 -88.08 0.0008
2022-11-10 2022-09-30 13F AMERCO COM COM 023586100 9,702 593 6.51 4,940 13.41 0.0074
2022-08-11 2022-06-30 13F AMERCO COM COM 023586100 9,109 1,212 15.35 4,356 -7.59 0.0064
2022-05-12 2022-03-31 13F AMERCO COM COM 023586100 7,897 -800 -9.20 4,714 -25.36 0.0061
2022-02-10 2021-12-31 13F AMERCO COM COM 023586100 8,697 229 2.70 6,316 15.45 0.0077
2021-11-12 2021-09-30 13F AMERCO COM COM 023586100 8,468 -689 -7.52 5,471 1.37 0.0074
2021-08-05 2021-06-30 13F AMERCO COM COM 023586100 9,157 -358 -3.76 5,397 -7.41 0.0071
2021-05-06 2021-03-31 13F AMERCO COM COM 023586100 9,515 -327 -3.32 5,829 30.46 0.0079
2021-02-10 2020-12-31 13F AMERCO COM COM 023586100 9,842 299 3.13 4,468 31.53 0.0062
2020-11-12 2020-09-30 13F AMERCO COM COM 023586100 9,543 -273 -2.78 3,397 14.53 0.0053
2020-08-13 2020-06-30 13F AMERCO COM COM 023586100 9,816 315 3.32 2,966 7.42 0.0050
2020-05-06 2020-03-31 13F AMERCO COM COM 023586100 9,501 2,041 27.36 2,761 -1.53 0.0058
2020-02-05 2019-12-31 13F AMERCO COM COM 023586100 7,460 -1,099 -12.84 2,804 -16.00 0.0047
2019-10-23 2019-09-30 13F AMERCO COM COM 023586100 8,559 183 2.18 3,338 5.27 0.0061
2019-08-14 2019-06-30 13F AMERCO COM COM 023586100 8,376 2,664 46.64 3,171 49.43 0.0060
2019-05-01 2019-03-31 13F AMERCO COM COM 023586100 5,712 -927 -13.96 2,122 -2.57 0.0041
2019-01-31 2018-12-31 13F AMERCO COM COM 023586100 6,639 114 1.75 2,178 -6.40 0.0047
2018-11-07 2018-09-30 13F AMERCO COM COM 023586100 6,525 -204 -3.03 2,327 -2.92 0.0045
2018-08-06 2018-06-30 13F AMERCO COM COM 023586100 6,729 1,528 29.38 2,397 33.54 0.0048
2018-05-02 2018-03-31 13F AMERCO COM COM 023586100 5,201 -26 -0.50 1,795 -9.11 0.0037
2018-02-09 2017-12-31 13F AMERCO COM COM 023586100 5,227 -27 -0.51 1,975 0.25 0.0040
2017-11-06 2017-09-30 13F AMERCO COM COM 023586100 5,254 28 0.54 1,970 2.98 0.0043
2017-08-02 2017-06-30 13F AMERCO COM COM 023586100 5,226 -2,098 -28.65 1,913 -31.48 0.0044
2017-05-02 2017-03-31 13F AMERCO COM COM 023586100 7,324 211 2.97 2,792 6.20 0.0065
2017-01-27 2016-12-31 13F AMERCO COM COM 023586100 7,113 401 5.97 2,629 20.82 0.0067
2016-11-08 2016-09-30 13F AMERCO COM COM 023586100 6,712 211 3.25 2,176 -10.64 0.0060
2016-08-11 2016-06-30 13F AMERCO COM COM 023586100 6,501 248 3.97 2,435 9.00 0.0072
2016-05-02 2016-03-31 13F AMERCO USD.25 COM 023586100 6,253 28 0.45 2,234 -7.88 0.0069
2016-02-03 2015-12-31 13F AMERCO USD.25 COM 023586100 6,225 -608 -8.90 2,425 -9.82 0.0078
2015-11-04 2015-09-30 13F AMERCO USD.25 COM 023586100 6,833 162 2.43 2,689 23.29 0.0091
2015-08-04 2015-06-30 13F AMERCO USD.25 COM 023586100 6,671 188 2.90 2,181 1.82 0.0070
2015-05-12 2015-03-31 13F AMERCO USD.25 COM 023586100 6,483 69 1.08 2,142 17.50 0.0062
2015-02-06 2014-12-31 13F AMERCO USD.25 COM 023586100 6,414 62 0.98 1,823 9.56 0.0053
2014-11-12 2014-09-30 13F AMERCO USD.25 COM 023586100 6,352 50 0.79 1,664 -9.17 0.0050
2014-08-06 2014-06-30 13F AMERCO USD.25 COM 023586100 6,302 -121 -1.88 1,832 22.87 0.0054
2014-05-06 2014-03-31 13F AMERCO USD.25 COM 023586100 6,423 -296 -4.41 1,491 -6.70 0.0044
2014-02-03 2013-12-31 13F AMERCO USD.25 COM 023586100 6,719 -645 -8.76 1,598 17.85 0.0047
2013-11-05 2013-09-30 13F AMERCO USD.25 COM 023586100 7,364 -3,572 -32.66 1,356 -23.43 0.0042
2013-08-07 2013-06-30 13F AMERCO USD.25 COM 023586100 10,936 10,936 1,771 0.0057
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.