Keeley-Teton Advisors, LLC UHAL/B U-HAUL HOLDING CO-NON VOTING

Ownership history in Keeley-Teton Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

Keeley-Teton Advisors, LLC reported U-HAUL HOLDING CO-NON VOTING (UHAL/B) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q1. Peak portfolio weight reached 0.73% in 2024 Q3. The latest visible filing shows UHAL/B at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHAL/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keeley-Teton Advisors, LLC's position in U-HAUL HOLDING CO-NON VOTING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

UHAL/B was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keeley-Teton Advisors, LLC held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 89,028 -7,800 -8.1% 0.64% $5.3M 2025-05-15 (Est.) $58.12
2024 Q4 ADDED 96,828 +4,765 +5.2% 0.72% $6.2M 2025-02-13 $65.17
2024 Q3 INITIATED 92,063 0.73% $6.6M 2024-11-13 $63.14

FAQ About Keeley-Teton Advisors, LLC and UHAL/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keeley-Teton Advisors, LLC reported owning UHAL/B?

Keeley-Teton Advisors, LLC reported UHAL/B across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q1.

What was the largest reported UHAL/B position in Keeley-Teton Advisors, LLC's portfolio?

The largest reported portfolio weight for UHAL/B was 0.73% in 2024 Q3.

What is the latest reported UHAL/B position on this page?

The most recent filing on this page is 2025 Q1, when Keeley-Teton Advisors, LLC reported 89,028 shares, equal to 0.64% of portfolio, with an estimated market value of $5.3M.

What does the chart on this UHAL/B ownership page compare?

The chart compares Keeley-Teton Advisors, LLC's quarterly UHAL/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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