UHAL Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 50.10%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $1,837,245.00

U-Haul Insider Trading History Chart

U-Haul Share Price & Price History

^$65.01

▲ +0.011 (0.02%)

As of 03/28/2025 04:59 PM ET

Days: 30 | 90 | 365

U-Haul Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/26/2025	Mark V. Shoen	Major Shareholder	Sell	12,500	$65.03	$812,875.00	654,711
2/20/2025	Mark V. Shoen	Major Shareholder	Sell	12,500	$65.86	$823,250.00	667,500
2/18/2025	John P. Brogan	Director	Sell	3,000	$67.04	$201,120.00	40,987
2/22/2024	John P. Brogan	Director	Sell	3,000	$64.32	$192,960.00	43,987
11/16/2023	Mark V. Shoen	Major Shareholder	Buy	132,500	$52.43	$6,946,975.00	192,863
6/13/2023	Karl A. Schmidt	Insider	Buy	1,500	$49.59	$74,385.00	24,000
3/23/2023	Mark V. Shoen	Major Shareholder	Buy	24,900	$56.41	$1,404,609.00	24,900
2/15/2023	John P. Brogan	Director	Sell	3,000	$58.69	$176,070.00	46,987
1/3/2023	John P. Brogan	Director	Buy	37	$54.69	$2,023.53	49,987
12/8/2022	Edward Joseph Shoen	President	Buy	115,000	$65.68	$7,553,200.00	1,324,000
12/7/2022	Grove Holdings Lp Willow	Major Shareholder	Buy	133,300	$64.36	$8,579,188.00	1,209,000
11/30/2022	Edward Joseph Shoen	President	Buy	21,700	$61.88	$1,342,796.00	1,075,700
11/29/2022	Mark V. Shoen	Major Shareholder	Buy	130,000	$60.83	$7,907,900.00	1,054,000
11/28/2022	Edward Joseph Shoen	President	Buy	320,850	$59.16	$18,981,486.00	924,000
11/25/2022	James J. Grogan	Insider	Buy	400	$60.20	$24,080.00	1,848
11/23/2022	James J. Grogan	Insider	Buy	548	$58.50	$32,058.00	1,448
11/18/2022	Mark V. Shoen	Major Shareholder	Buy	4,150	$55.82	$231,653.00	603,150
11/17/2022	Edward Joseph Shoen	President	Buy	275,000	$53.91	$14,825,250.00	599,000
11/16/2022	Mark V. Shoen	Major Shareholder	Buy	324,000	$53.67	$17,389,080.00	324,000
11/9/2021	Richard Jay Herrera	Director	Buy	5	$752.19	$3,760.95	5
11/2/2021	Richard Jay Herrera	Director	Buy	5	$744.95	$3,724.75	5

See Full Table

SEC Filings (Institutional Ownership Changes) for U-Haul (NASDAQ:UHAL)

3.63% of U-Haul stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

U-Haul Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/17/2025	Voloridge Investment Management LLC	86,276	$5.96M	0.0%	-6.8%	0.044%
2/17/2025	Two Sigma Advisers LP	117,800	$8.14M	0.0%	+263.6%	0.060%
2/17/2025	Two Sigma Investments LP	112,976	$7.81M	0.0%	+149.8%	0.058%
2/17/2025	Quadcap Wealth Management LLC	3,867	$0.27M	0.0%	-7.0%	0.002%
2/17/2025	Parkwood LLC	130,744	$9.03M	1.0%	+31.2%	0.067%
2/17/2025	Occudo Quantitative Strategies LP	4,851	$0.34M	0.1%	-69.7%	0.002%
2/17/2025	Jacobs Levy Equity Management Inc.	31,830	$2.20M	0.0%	-7.8%	0.016%
2/14/2025	Schonfeld Strategic Advisors LLC	6,300	$0.44M	0.0%	-34.2%	0.003%
2/14/2025	Aquatic Capital Management LLC	11,284	$0.78M	0.0%	+36.0%	0.006%
2/14/2025	Lord Abbett & CO. LLC	300,000	$20.73M	0.1%	+33.9%	0.153%
2/14/2025	MGO One Seven LLC	12,735	$0.88M	0.0%	+15.2%	0.006%
2/13/2025	Farringdon Capital Ltd.	4,823	$0.33M	0.1%	N/A	0.002%
2/13/2025	Gabelli Funds LLC	30,600	$2.11M	0.0%	+337.1%	0.016%
2/13/2025	Belpointe Asset Management LLC	4,130	$0.29M	0.0%	-10.5%	0.002%
2/13/2025	Aster Capital Management DIFC Ltd	2,990	$0.21M	0.1%	+5.0%	0.002%
2/13/2025	Old West Investment Management LLC	133,537	$9.23M	3.7%	+6.0%	0.068%
2/11/2025	Semanteon Capital Management LP	9,326	$0.64M	0.3%	N/A	0.005%
2/7/2025	Investors Research Corp	500	$35K	0.0%	-50.0%	0.000%
2/5/2025	Versor Investments LP	3,200	$0.22M	0.0%	N/A	0.002%
2/3/2025	Legacy Capital Group California Inc.	3,383	$0.23M	0.1%	+7.5%	0.002%
1/31/2025	Mcdonald Partners LLC	14,800	$1.02M	0.3%	-2.0%	0.008%
1/30/2025	Asset Planning Inc	7,100	$0.49M	0.4%	N/A	0.004%
1/24/2025	Childress Capital Advisors LLC	6,000	$0.42M	0.1%	+20.0%	0.003%
1/24/2025	Optas LLC	3,174	$0.22M	0.0%	N/A	0.002%
1/21/2025	Harel Insurance Investments & Financial Services Ltd.	1,428	$99K	0.0%	-24.8%	0.001%
12/13/2024	Lord Abbett & CO. LLC	224,036	$17.36M	0.1%	N/A	0.114%
11/15/2024	XTX Topco Ltd	3,807	$0.30M	0.0%	-25.8%	0.002%
11/15/2024	Motley Fool Asset Management LLC	2,579	$0.20M	0.0%	N/A	0.001%
11/15/2024	Jacobs Levy Equity Management Inc.	34,541	$2.68M	0.0%	-67.9%	0.018%
11/15/2024	ArrowMark Colorado Holdings LLC	75,800	$5.87M	0.1%	-37.3%	0.039%
11/15/2024	Atom Investors LP	3,879	$0.30M	0.0%	N/A	0.002%
11/14/2024	Verition Fund Management LLC	8,371	$0.65M	0.0%	+93.6%	0.004%
11/13/2024	BNP Paribas Financial Markets	2,370	$0.18M	0.0%	-16.0%	0.001%
11/8/2024	Anthracite Investment Company Inc.	3,473	$0.27M	0.1%	N/A	0.002%
11/6/2024	Intellectus Partners LLC	5,340	$0.41M	0.1%	+5.4%	0.003%
11/5/2024	GSA Capital Partners LLP	18,798	$1.46M	0.1%	-27.1%	0.010%
10/30/2024	Old West Investment Management LLC	125,947	$9.76M	3.8%	+11.7%	0.064%
10/29/2024	Lodestone Wealth Management LLC	4,407	$0.34M	0.2%	+5.6%	0.002%
10/25/2024	Childress Capital Advisors LLC	5,000	$0.39M	0.1%	N/A	0.003%
10/23/2024	Legacy Capital Group California Inc.	3,146	$0.24M	0.1%	N/A	0.002%
10/17/2024	Redmont Wealth Advisors LLC	7,388	$0.57M	0.9%	-4.8%	0.004%
10/7/2024	Lakewood Asset Management LLC	3,371	$0.26M	0.2%	-11.3%	0.002%
8/21/2024	Granite Bay Wealth Management LLC	4,725	$0.31M	0.0%	N/A	0.002%
8/15/2024	Oliver Lagore Vanvalin Investment Group	12,459	$0.77M	0.2%	+23.4%	0.006%
8/14/2024	Marshall Wace LLP	82,203	$5.07M	0.0%	-12.4%	0.042%
8/14/2024	Applied Fundamental Research LLC	61,300	$3.78M	2.8%	+12.9%	0.031%
8/9/2024	Old West Investment Management LLC	112,804	$6.96M	3.1%	+9.5%	0.058%
8/1/2024	Versor Investments LP	10,988	$0.68M	0.1%	+66.9%	0.006%
7/26/2024	State of Michigan Retirement System	4,054	$0.24M	0.0%	-11.0%	0.002%
7/16/2024	Diversified Trust Co	4,025	$0.25M	0.0%	N/A	0.002%
7/15/2024	Granite Bay Wealth Management LLC	4,725	$0.31M	0.0%	N/A	0.002%
7/10/2024	Redmont Wealth Advisors LLC	7,759	$0.48M	0.8%	-21.5%	0.004%
5/16/2024	Jacobs Levy Equity Management Inc.	113,541	$7.67M	0.0%	-7.8%	0.058%
5/16/2024	Caxton Associates LP	3,045	$0.21M	0.0%	N/A	0.002%
5/13/2024	Clearbridge Investments LLC	5,300	$0.36M	0.0%	N/A	0.003%
5/8/2024	Motley Fool Asset Management LLC	12,004	$0.81M	0.0%	+290.5%	0.006%
5/3/2024	GSA Capital Partners LLP	33,545	$2.27M	0.2%	-3.5%	0.017%
5/2/2024	Applied Fundamental Research LLC	54,279	$3.67M	2.7%	-2.3%	0.028%
5/1/2024	BNP Paribas Financial Markets	11,893	$0.80M	0.0%	-14.6%	0.006%
5/1/2024	Applied Fundamental Research LLC	54,279	$3.99M	3.2%	-2.3%	0.028%
4/30/2024	Lodestone Wealth Management LLC	4,259	$0.29M	0.2%	+26.1%	0.002%
4/30/2024	Harel Insurance Investments & Financial Services Ltd.	2,086	$0.14M	0.0%	-14.4%	0.001%
4/22/2024	Altfest L J & Co. Inc.	3,693	$0.25M	0.0%	N/A	0.002%
4/19/2024	Redmont Wealth Advisors LLC	9,880	$0.67M	0.9%	+7.4%	0.005%
4/17/2024	Cannon Global Investment Management LLC	4,900	$0.33M	0.9%	N/A	0.002%
4/15/2024	Mcdonald Partners LLC	16,125	$1.09M	0.3%	-1.2%	0.008%
4/11/2024	Opal Wealth Advisors LLC	1,771	$0.12M	0.0%	N/A	0.001%
2/16/2024	GSA Capital Partners LLP	34,773	$2.50M	0.2%	+10.3%	0.018%
2/15/2024	Parkwood LLC	84,410	$6.06M	0.6%	N/A	0.043%
2/14/2024	Old West Investment Management LLC	52,295	$3.76M	1.9%	-70.3%	0.027%
2/13/2024	Campbell & CO Investment Adviser LLC	10,946	$0.79M	0.1%	+57.6%	0.006%
2/9/2024	Balboa Wealth Partners	2,985	$0.21M	0.1%	N/A	0.002%
2/7/2024	BNP Paribas Financial Markets	13,927	$1M	0.0%	-10.1%	0.007%
2/7/2024	Versor Investments LP	5,935	$0.43M	0.1%	-40.9%	0.003%
2/5/2024	Intellectus Partners LLC	5,696	$0.41M	0.1%	+19.0%	0.003%
2/2/2024	Motley Fool Asset Management LLC	3,074	$0.22M	0.0%	N/A	0.002%
1/31/2024	Redmont Wealth Advisors LLC	9,195	$0.66M	1.0%	+12.8%	0.005%
1/31/2024	Oliver Lagore Vanvalin Investment Group	9,002	$0.65M	0.2%	+6.9%	0.005%
1/30/2024	Harel Insurance Investments & Financial Services Ltd.	2,438	$0.18M	0.0%	-32.3%	0.001%
1/25/2024	Lodestone Wealth Management LLC	3,378	$0.24M	0.1%	-20.4%	0.002%
1/12/2024	SG Americas Securities LLC	1,723	$0.12M	0.0%	-85.5%	0.001%
1/11/2024	Lakewood Asset Management LLC	3,848	$0.28M	0.2%	-10.8%	0.002%
11/17/2023	Jacobs Levy Equity Management Inc.	62,108	$3.39M	0.0%	N/A	0.032%
11/15/2023	GSA Capital Partners LLP	31,527	$1.72M	0.1%	+477.2%	0.016%
11/14/2023	Ancient Art L.P.	8,938	$0.47M	0.1%	-82.6%	0.005%
11/13/2023	Dark Forest Capital Management LP	14,417	$0.79M	0.1%	-11.2%	0.007%
11/13/2023	Old West Investment Management LLC	176,235	$9.62M	4.9%	+1.0%	0.090%
11/9/2023	Oliver Lagore Vanvalin Investment Group	8,421	$0.46M	0.2%	+23.8%	0.004%
11/8/2023	Campbell & CO Investment Adviser LLC	6,946	$0.38M	0.0%	-31.1%	0.004%
11/8/2023	HighTower Advisors LLC	6,515	$0.36M	0.0%	+15.9%	0.003%
11/6/2023	Versor Investments LP	10,045	$0.55M	0.1%	+34.1%	0.005%
11/3/2023	MGO One Seven LLC	13,082	$0.71M	0.1%	+3.1%	0.007%
10/30/2023	Mcdonald Partners LLC	16,325	$0.89M	0.3%	+7.2%	0.008%
10/30/2023	Barnett & Company Inc.	13,810	$0.75M	0.6%	N/A	0.007%
10/30/2023	Harel Insurance Investments & Financial Services Ltd.	3,603	$0.20M	0.0%	-6.4%	0.002%
10/27/2023	Allspring Global Investments Holdings LLC	14,251	$0.78M	0.0%	-9.0%	0.007%
10/25/2023	Redmont Wealth Advisors LLC	8,151	$0.45M	0.8%	+5.0%	0.004%
10/25/2023	Intellectus Partners LLC	4,786	$0.26M	0.1%	+7.3%	0.002%
10/24/2023	Cambridge Investment Research Advisors Inc.	3,786	$0.21M	0.0%	N/A	0.002%
10/20/2023	Lodestone Wealth Management LLC	4,242	$0.23M	0.2%	N/A	0.002%

Data available starting January 2016

See Full Table

U-Haul Holding Co. engages in the insurance and moving and storage businesses. It operates through the following business segments: Moving and Storage, Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment includes the rental of trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces. The Property and Casualty Insurance segment is involved in providing loss adjusting and claims handling for U-Haul through regional offices. The Life Insurance segment offers life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, Medicare supplement, and annuity policies. The company was founded by Anna Mary Carty Shoen and Leonard Samuel Shoen in 1945 and is headquartered in Reno, NV.

Today's Range

Now: $65.01

$63.79

$65.72

50 Day Range

MA: $69.52

$62.11

$74.66

52 Week Range

Now: $65.01

$59.70

$79.04

Volume

119,997 shs

Average Volume

97,232 shs

Market Capitalization

$12.75 billion

P/E Ratio

30.10

Dividend Yield

N/A

Beta

1.07

Who are the company insiders with the largest holdings of U-Haul?: U-Haul's top insider shareholders include:
Mark V Shoen (Major Shareholder)
John P Brogan (Director)
Karl A Schmidt (Insider)
Learn More about top insider investors at U-Haul.
Who are the major institutional investors of U-Haul?: U-Haul's top institutional investors include:
Lord Abbett & CO. LLC — 0.15%
Old West Investment Management LLC — 0.07%
Parkwood LLC — 0.07%
Two Sigma Advisers LP — 0.06%
Two Sigma Investments LP — 0.06%
Voloridge Investment Management LLC — 0.04%
Learn More about top institutional investors of U-Haul stock.
Which major investors are selling U-Haul stock?: During the previous quarter, UHAL stock was sold by these institutional investors:
Occudo Quantitative Strategies LP
Voloridge Investment Management LLC
Schonfeld Strategic Advisors LLC
Jacobs Levy Equity Management Inc.
Citadel Advisors LLC
Investors Research Corp
Belpointe Asset Management LLC
Harel Insurance Investments & Financial Services Ltd.
During the last year, company insiders that have sold U-Haul company stock include:
Mark V Shoen (Major Shareholder)
John P Brogan (Director)
Learn More investors selling U-Haul stock.
Which major investors are buying U-Haul stock?: Within the previous quarter, UHAL stock was acquired by institutional investors including:
Two Sigma Advisers LP
Lord Abbett & CO. LLC
Two Sigma Investments LP
Parkwood LLC
Gabelli Funds LLC
Semanteon Capital Management LP
Old West Investment Management LLC
Asset Planning Inc
Within the last year, these company insiders have bought U-Haul stock:
Mark V Shoen (Major Shareholder)
John P Brogan (Director)
Learn More investors buying U-Haul stock.