U-Haul Holding UHAL Amerco Uhaul Intl — Surplus Notes
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Where this comes from
Reported directly by U-Haul Holding in its filing.
Tagged under the XBRL concept us-gaap:SurplusNotes.
The source filing: U-Haul Holding’s 10-K, filed May 27, 2026.
- Filed
- May 27, 2026, 4:03 PM EDT
- Fiscal year
- FY2025
- Accession
- 0001193125-26-241850
We currently manage the self-storage properties owned or leased by Blackwater and Mercury Partners, L.P. (“Mercury”), pursuant to a standard form of management agreement, under which we receive a management fee of between 4% and 10% of the gross receipts plus reimbursement for certain expenses. We received management fees, exclusive of reimbursed expenses, of $36.9 million, $37.1 million and $37.2 million from the above-mentioned entities during fiscal 2026, 2025 and 2024, respectively. This management fee is consistent with the fee received for other properties we previously managed for third parties. Mark V. Shoen controls the general partner of Mercury. The limited partner interests of Mercury are owned indirectly by James P. Shoen and various trusts benefiting Edward J. Shoen and James P. Shoen or their descendants.
Item 16. Form 10-K Summary
FAQ
- What is U-Haul Holding's amerco uhaul intl — surplus notes?
- U-Haul Holding (UHAL) reported amerco uhaul intl — surplus notes of $36.9M in Q1 2026.
- How has U-Haul Holding's amerco uhaul intl — surplus notes changed year-over-year?
- U-Haul Holding's amerco uhaul intl — surplus notes decreased by 0.5% year-over-year, from $37.1M to $36.9M.
- What does amerco uhaul intl — surplus notes mean?
- Surplus notes are a form of unsecured debt issued by insurance subsidiaries that are subordinate to other creditors and policyholders. These instruments are often treated as equity by regulators, providing capital support for insurance operations.
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