Bessemer Group’s U-Haul Holding Co UHAL Stock Holding History

Bessemer Group’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	–	–	2735
2025 Q2	$0	Sell	5 -7	-58%	-$438	﹤0.01%	2636
2025 Q1	$1K	Buy	+12	New	+$832	﹤0.01%	2407
2015 Q4	–	Sell	-100	Closed	-$4K	–	1724
2015 Q3	$4K	Buy	+100	New	+$3.63K	﹤0.01%	1387

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ECM

Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group's UHAL Position: Q3 2025 in Review

Bessemer Group sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 5 shares.

Bessemer Group first reported a position in UHAL in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q3 2015. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

Bessemer Group reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
Bessemer Group sold 5 U-Haul Holding Co shares in Q3 2025.
Bessemer Group first reported a position in U-Haul Holding Co in Q3 2015 and held it in 3 quarters.
Bessemer Group's U-Haul Holding Co position peaked at $4K in Q3 2015.
209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.