Amerco UHAL
We take great care to ensure that the data presented and summarized in this overview for AMERCO is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UHAL
View all-
Vanguard Group Inc Valley Forge, PA865KShares$62.7 Million0.0% of portfolio
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Scharf Investments, LLC704KShares$51 Million1.68% of portfolio
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Smead Capital Management, Inc. Phoenix, AZ547KShares$39.6 Million0.54% of portfolio
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Southpoint Capital Advisors LP New York, NY530KShares$38.4 Million0.95% of portfolio
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Donald Yacktman Yacktman Asset Management LP435KShares$31.5 Million0.37% of portfolio
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Black Rock Inc. New York, NY417KShares$30.2 Million0.0% of portfolio
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Nelson Peltz Trian Fund Management, L.P. | New York, Ny390KShares$28.2 Million0.72% of portfolio
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Dimensional Fund Advisors LP Austin, TX350KShares$25.4 Million0.01% of portfolio
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Norges Bank Oslo, Q8339KShares$24.5 Million0.0% of portfolio
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State Street Corp Boston, MA198KShares$14.3 Million0.0% of portfolio
Latest Institutional Activity in UHAL
Top Purchases
Top Sells
About UHAL
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company's Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.
Insider Transactions at UHAL
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Aug 16
2024
|
Mark V Shoen |
BUY
Other acquisition or disposition
|
Indirect |
680,000
+50.0%
|
-
|
Aug 16
2024
|
Mark V Shoen |
SELL
Other acquisition or disposition
|
Indirect |
680,000
-1.0%
|
-
|
Aug 16
2024
|
Willow Grove Holdings LP |
SELL
Other acquisition or disposition
|
Direct |
680,000
-1.0%
|
-
|
Aug 16
2024
|
Edward J Shoen President |
SELL
Other acquisition or disposition
|
Indirect |
680,000
-1.0%
|
-
|
Mar 01
2024
|
Douglas Anthony Ducey |
BUY
Open market or private purchase
|
Indirect |
100
+50.0%
|
$6,400
$64.24 P/Share
|
Feb 22
2024
|
John P. Brogan Director |
SELL
Open market or private sale
|
Direct |
3,000
-2.16%
|
$192,000
$64.32 P/Share
|
Nov 16
2023
|
Willow Grove Holdings LP |
SELL
Other acquisition or disposition
|
Direct |
132,500
-0.19%
|
-
|
Nov 16
2023
|
Edward J Shoen President |
SELL
Other acquisition or disposition
|
Indirect |
132,500
-0.19%
|
-
|
Nov 16
2023
|
Mark V Shoen |
BUY
Open market or private purchase
|
Indirect |
132,500
+40.72%
|
$6,890,000
$52.43 P/Share
|
Nov 16
2023
|
Mark V Shoen |
SELL
Open market or private sale
|
Indirect |
132,500
-100.0%
|
$6,890,000
$52.43 P/Share
|
Nov 16
2023
|
Mark V Shoen |
BUY
Other acquisition or disposition
|
Indirect |
132,500
+50.0%
|
-
|
Nov 16
2023
|
Mark V Shoen |
SELL
Other acquisition or disposition
|
Indirect |
132,500
-0.19%
|
-
|
Jun 13
2023
|
Karl A. Schmidt Director |
BUY
Open market or private purchase
|
Direct |
1,500
+2.08%
|
$73,500
$49.59 P/Share
|
Mar 23
2023
|
Edward J Shoen President |
BUY
Open market or private purchase
|
Indirect |
24,900
+50.0%
|
$1,394,400
$56.41 P/Share
|
Mar 23
2023
|
Willow Grove Holdings LP |
BUY
Open market or private purchase
|
Indirect |
24,900
+50.0%
|
$1,394,400
$56.41 P/Share
|
Mar 23
2023
|
Mark V Shoen |
BUY
Open market or private purchase
|
Indirect |
24,900
+50.0%
|
$1,394,400
$56.41 P/Share
|
Feb 15
2023
|
John P. Brogan Director |
SELL
Open market or private sale
|
Direct |
3,000
-6.0%
|
$174,000
$58.69 P/Share
|
Jan 03
2023
|
John P. Brogan Director |
BUY
Open market or private purchase
|
Direct |
36
+0.07%
|
$1,944
$54.69 P/Share
|
Dec 08
2022
|
Richard Jay Herrera Director |
BUY
Open market or private purchase
|
Indirect |
90
+50.0%
|
$5,490
$61.67 P/Share
|
Dec 08
2022
|
Richard Jay Herrera Director |
BUY
Open market or private purchase
|
Direct |
90
+50.0%
|
$5,490
$61.9 P/Share
|
Last 12 Months Summary
Other acquisition or disposition | 813K shares |
---|---|
Open market or private purchase | 133K shares |
Other acquisition or disposition | 2.44M shares |
---|---|
Open market or private sale | 136K shares |