Brandywine Global Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Brandywine Global Investment Management’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 Q4	–	Sell	-9,027	Closed	-$515K	–	659
2025 Q3	$515K	Sell	9,027 -100	-1%	-$5.89K	﹤0.01%	563
2025 Q2	$553K	Sell	9,127 -200	-2%	-$12.5K	﹤0.01%	550
2025 Q1	$610K	Sell	9,327 -373	-4%	-$25.8K	﹤0.01%	532
2024 Q4	$670K	Sell	9,700 -510	-5%	-$37K	﹤0.01%	530
2024 Q3	$761K	Buy	10,210 +490	+5%	+$33.5K	0.01%	616
2024 Q2	$600K	Buy	9,720 +91	+0.9%	+$5.92K	﹤0.01%	649
2024 Q1	$650K	Sell	9,629 -100	-1%	-$6.61K	﹤0.01%	659
2023 Q4	$699K	Sell	9,729 -304	-3%	-$17.2K	0.01%	656
2023 Q3	$548K	Sell	10,033 -1,600	-14%	-$92.9K	﹤0.01%	648
2023 Q2	$644K	Sell	11,633 -902	-7%	-$52.9K	0.01%	651
2023 Q1	$748K	Sell	12,535 -3,000	-19%	-$189K	0.01%	663
2022 Q4	$935K	Sell	15,535 -145,555	-90%	-$8.37M	0.01%	645
2022 Q3	$8.2M	Buy	161,090 +1,790	+1%	+$93.8K	0.08%	239
2022 Q2	$7.62M	Sell	159,300 -31,700	-17%	-$1.64M	0.07%	260
2022 Q1	$11.4M	Sell	191,000 -11,510	-6%	-$710K	0.08%	226
2021 Q4	$14.7M	Sell	202,510 -4,230	-2%	-$305K	0.11%	190
2021 Q3	$13.4M	Sell	206,740 -17,100	-8%	-$1.07M	0.1%	195
2021 Q2	$13.2M	Sell	223,840 -6,000	-3%	-$352K	0.1%	215
2021 Q1	$14.1M	Buy	229,840 +43,830	+24%	+$2.33M	0.11%	217
2020 Q4	$8.44M	Buy	186,010 +15,940	+9%	+$635K	0.07%	277
2020 Q3	$6.05M	Sell	170,070 -6,090	-3%	-$207K	0.06%	282
2020 Q2	$5.32M	Buy	176,160 +2,020	+1%	+$59.2K	0.05%	303
2020 Q1	$5.06M	Buy	174,140 +240	+0.1%	+$8.11K	0.06%	259
2019 Q4	$6.65M	Buy	173,900 +9,020	+5%	+$342K	0.05%	337
2019 Q3	$6.43M	Sell	164,880 -7,010	-4%	-$259K	0.05%	342
2019 Q2	$6.51M	Sell	171,890 -3,810	-2%	-$145K	0.05%	350
2019 Q1	$6.53M	Sell	175,700 -3,220	-2%	-$117K	0.05%	326
2018 Q4	$5.87M	Sell	178,920 -6,150	-3%	-$208K	0.04%	335
2018 Q3	$6.6M	Sell	185,070 -4,290	-2%	-$158K	0.04%	357
2018 Q2	$6.75M	Buy	189,360 +340	+0.2%	+$11.8K	0.04%	355
2018 Q1	$6.52M	Buy	189,020 +10,760	+6%	+$382K	0.04%	363
2017 Q4	$6.74M	Buy	178,260 +6,010	+3%	+$225K	0.04%	376
2017 Q3	$6.46M	Sell	172,250 -6,590	-4%	-$246K	0.04%	390
2017 Q2	$6.55M	Buy	178,840 +23,000	+15%	+$834K	0.04%	380
2017 Q1	$5.94M	Sell	155,840 -9,000	-5%	-$338K	0.04%	409
2016 Q4	$6.09M	Sell	164,840 -7,110	-4%	-$244K	0.04%	399
2016 Q3	$5.58M	Sell	171,950 -2,590	-1%	-$92.5K	0.04%	404
2016 Q2	$6.54M	Sell	174,540 -1,810	-1%	-$65.4K	0.04%	350
2016 Q1	$6.3M	Buy	176,350 +48,400	+38%	+$1.68M	0.04%	369
2015 Q4	$4.98M	Buy	127,950 +1,000	+0.8%	+$40.4K	0.03%	432
2015 Q3	$5M	Sell	126,950 -589,660	-82%	-$21.4M	0.03%	426
2015 Q2	$23.4M	Sell	716,610 -162,920	-19%	-$5.32M	0.15%	135
2015 Q1	$29.1M	Buy	879,530 +1,200	+0.1%	+$37.1K	0.19%	111
2014 Q4	$25M	Buy	878,330 +9,020	+1%	+$244K	0.17%	125
2014 Q3	$22.8M	Buy	869,310 +131,000	+18%	+$3.62M	0.17%	110
2014 Q2	$21.5M	Buy	738,310 +9,000	+1%	+$238K	0.17%	100
2014 Q1	$16.9M	Buy	729,310 +20,210	+3%	+$467K	0.15%	115
2013 Q4	$16.9M	Buy	709,100 +71,620	+11%	+$1.54M	0.15%	111
2013 Q3	$11.7M	Buy	637,480 +94,010	+17%	+$1.62M	0.12%	157
2013 Q2	$8.8M	Buy	+543,470	New	+$9.03M	0.09%	192

Other funds holding UHAL

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Brandywine Global Investment Management's UHAL Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 9,027 shares — an estimated $515K sold.

Brandywine Global Investment Management first reported a position in UHAL in Q2 2013 and held it in 50 quarters. The position peaked at $29.1M in Q1 2015. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

Brandywine Global Investment Management reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 9,027 U-Haul Holding Co shares in Q4 2025, an estimated $515K.
Brandywine Global Investment Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 50 quarters.
Brandywine Global Investment Management's U-Haul Holding Co position peaked at $29.1M in Q1 2015.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.