BRADY CORP BRC
CL A · Common Stock · CUSIP 104674106 · ISIN US1046741062
- IndustryMiscellaneous Manufacturing Industries
- HeadquartersMilwaukee, WI
- Founded1914
- Websitebradycorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.37. Options: 4 managers hold calls ($1.1m notional), 1 hold puts ($989.0k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 178 |
| Q4 2022 | 190 |
| Q1 2023 | 201 |
| Q2 2023 | 222 |
| Q3 2023 | 230 |
| Q4 2023 | 236 |
| Q1 2024 | 253 |
| Q2 2024 | 265 |
| Q3 2024 | 288 |
| Q4 2024 | 277 |
| Q1 2025 | 286 |
| Q2 2025 | 296 |
| Q3 2025 | 295 |
| Q4 2025 | 306 |
| Q1 2026 | 317 |
| Q2 2026 | 338 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 140 | 124 |
| Q4 2024 | 121 | 137 |
| Q1 2025 | 122 | 147 |
| Q2 2025 | 125 | 153 |
| Q3 2025 | 120 | 164 |
| Q4 2025 | 152 | 132 |
| Q1 2026 | 166 | 133 |
| Q2 2026 | 171 | 151 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $351.1k | $444.8k | 1.27 |
| Q4 2025 | $603.4k | $783.7k | 1.30 |
| Q1 2026 | $779.9k | $812.4k | 1.04 |
| Q2 2026 | $1.1m | $989.0k | 0.90 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +363.0k |
| UBS Group AG | Added | +312.5k |
| Boston Partners | New | +277.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +274.9k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +249.9k |
| SG Capital Management LLC | New | +157.3k |
| HRT FINANCIAL LP | New | +115.6k |
| Hiddenite Capital Partners LP | New | +111.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +111.2k |
| STATE STREET CORP | Added | +107.7k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -1.2m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -594.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -356.4k |
| GW&K Investment Management, LLC | Sold out | -220.9k |
| ROYCE & ASSOCIATES LP | Reduced | -173.0k |
| T. Rowe Price Investment Management, Inc. | Sold out | -157.4k |
| HEARTLAND ADVISORS INC | Reduced | -70.7k |
| Qube Research & Technologies Ltd | Reduced | -69.1k |
| FIRST TRUST ADVISORS LP | Reduced | -65.8k |
| Swedbank AB | Reduced | -60.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $439.5k4.8k shares |
| JANE STREET GROUP, LLC | New | $338.8k3.7k shares |
| CITADEL ADVISORS LLC | Reduced | $283.9k3.1k shares |
| SIMPLEX TRADING, LLC | Added | $36.6k400 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $989.0k10.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.3 pts · filed 2026-05-06 | 15.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (4.5%, 2026-06-04), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $210.6k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $1.9m | — |
| Q4 2025 | 0 | — | 6 | $6.1m | — |
| Q1 2026 | 0 | — | 1 | $448.6k | — |
| Q2 2026 | 1 | $1.0m | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $482.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | DeBruine Thomas F Chief Operating Officer | Sold | $482.1k5.7k shares |
| 2026-06-10 | Nargolwala Vineet A President & CEO, director | Bought | $1.0m13.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 6.5m $597.2m | Reduced -17.7k |
| BlackRock, Inc. 0.01% of their portfolio | 4.2m $387.0m | Added +89.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.6m $234.6m | Reduced -56.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.9m $170.1m | Reduced -3.8k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 1.8m $165.0m | Reduced -594.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $153.8m | Added +107.7k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.6m $146.7m | Reduced -65.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $141.8m | Added +111.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.27% of their portfolio | 933.1k $85.4m | Reduced -27.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 915.0k $83.8m | Added +2.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 828.7k $75.9m | Added +274.9k |
| DekaBank Deutsche Girozentrale 0.07% of their portfolio | 524.9k $41.9m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 481.3k $44.1m | Added +363.0k |
| ROYCE & ASSOCIATES LP 0.34% of their portfolio | 467.6k $42.8m | Reduced -173.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 446.6k $40.9m | Reduced -26.5k |
| UBS Group AG 0.01% of their portfolio | 429.0k $39.3m | Added +312.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 428.2k $39.2m | Reduced -1.2m |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 389.7k $35.7m | Added +35.1k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 375.6k $34.4m | Reduced -69.1k |
| MORGAN STANLEY 0.00% of their portfolio | 329.2k $30.1m | Reduced -1.6k |
| BRANDES INVESTMENT PARTNERS, LP 0.20% of their portfolio | 309.2k $28.3m | Added +249.9k |
| Boston Partners 0.02% of their portfolio | 277.8k $25.4m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 271.5k $24.9m | Added +7.2k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 246.7k $21.6m | Reduced -10.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 246.3k $22.6m | Added +75 |
| Clark Capital Management Group, Inc. 0.11% of their portfolio | 229.9k $21.1m | Added +55.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 217.5k $19.9m | Added +25.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 215.8k $19.7m | Reduced -45.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 210.3k $19.3m | Added +21 |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 208.2k $19.1m | Reduced -17.8k |
| SEIZERT CAPITAL PARTNERS, LLC 0.78% of their portfolio | 205.7k $18.8m | Added +9.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 200.3k $18.3m | Reduced -53.9k |
| Central Securities Corp 1.37% of their portfolio | 200.0k $18.3m | Unchanged |
| Swedbank AB 0.01% of their portfolio | 180.0k $16.5m | Reduced -60.0k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 175.8k $16.1m | Reduced -5.6k |
| SG Capital Management LLC 1.31% of their portfolio | 157.3k $14.4m | New |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 153.3k $14.0m | Added +3.8k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 141.7k $12.8m | Added +5.2k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 135.2k $12.4m | Reduced -15.2k |
| Invesco Ltd. 0.00% of their portfolio | 133.4k $12.2m | Added +7.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 126.1k $11.5m | Added +1.0k |
| Man Group plc 0.02% of their portfolio | 119.5k $10.9m | Added +107.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 118.4k $10.8m | Reduced -39.3k |
| HRT FINANCIAL LP 0.03% of their portfolio | 115.6k $10.6m | New |
| Champlain Investment Partners, LLC 0.26% of their portfolio | 112.1k $10.3m | Reduced -21.1k |
| Hiddenite Capital Partners LP 2.52% of their portfolio | 111.9k $10.2m | New |
| ALPS ADVISORS INC 0.05% of their portfolio | 110.3k $10.1m | Added +3.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 107.5k $9.8m | Reduced -6.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 101.4k $9.3m | Reduced -1.3k |
| Legal & General Group Plc 0.00% of their portfolio | 97.1k $8.9m | Reduced -998 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 92.5k $8.5m | Added +17.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 91.0k $8.3m | Reduced -3.5k |
| Vest Financial, LLC 0.08% of their portfolio | 87.2k $8.0m | Added +41 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 87.1k $8.0m | Reduced -3.8k |
| Swiss National Bank 0.00% of their portfolio | 85.5k $7.8m | Reduced -800 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 84.6k $7.7m | Added +990 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 78.8k $7.2m | Added +63.9k |
| Wilmington Savings Fund Society, FSB 0.16% of their portfolio | 76.8k $7.0m | Reduced -2.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 76.1k $7.0m | Added +68.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 69.7k $6.4m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 68.1k $6.2m | Added +27.4k |
| CHILTON INVESTMENT CO INC. 0.14% of their portfolio | 65.3k $6.0m | Added +52.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 64.0k $5.9m | Reduced -3.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 63.7k $5.8m | Added +39.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 60.7k $5.6m | Reduced -1.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 58.8k $5.4m | Added +26.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.10% of their portfolio | 55.9k $5.1m | Added +48.3k |
| Inspire Investing, LLC 0.21% of their portfolio | 55.5k $5.1m | Added +1.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 54.2k $5.0m | Reduced -1.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 52.3k $4.8m | Reduced -995 |
| XTX Topco Ltd 0.06% of their portfolio | 51.9k $4.8m | Added +27.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 49.1k $4.5m | Reduced -16.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 48.3k $4.4m | Added +2.5k |
| Jump Financial, LLC 0.04% of their portfolio | 46.6k $4.3m | New |
| Annex Advisory Services, LLC 0.07% of their portfolio | 44.7k $4.1m | Unchanged |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 40.8k $3.7m | Reduced -438 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 40.5k $3.7m | Reduced -8.2k |
| RBF Capital, LLC 0.15% of their portfolio | 40.0k $3.7m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 39.5k $3.6m | Unchanged |
| PRENTISS SMITH & CO INC 1.97% of their portfolio | 39.1k $3.6m | Reduced -31.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 37.9k $3.5m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 37.4k $3.4m | Reduced -1.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 36.7k $3.4m | Reduced -10.1k |
| HEARTLAND ADVISORS INC 0.15% of their portfolio | 36.2k $3.3m | Reduced -70.7k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% of their portfolio | 35.6k $3.3m | Added +25.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 34.3k $3.1m | New |
| DEAN INVESTMENT ASSOCIATES, LLC 0.39% of their portfolio | 32.3k $3.0m | Reduced -21.6k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 31.2k $2.9m | Reduced -8.3k |
| Horizon Investments, LLC 0.03% of their portfolio | 30.8k $2.8m | Added +5.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 30.5k $2.8m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 30.2k $2.8m | New |
| Wills Financial Group LLC 0.94% of their portfolio | 28.1k $2.6m | Reduced -290 |
| Illinois Municipal Retirement Fund 0.03% of their portfolio | 25.5k $2.3m | Added +2.1k |
| LPL Financial LLC 0.00% of their portfolio | 24.9k $2.3m | Added +9.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 24.7k $2.3m | New |
| Dean Capital Management 0.78% of their portfolio | 23.5k $2.2m | Reduced -14.3k |
| ICON ADVISERS INC/CO 0.40% of their portfolio | 23.0k $2.1m | Reduced -10.0k |
| Convergence Investment Partners, LLC 0.20% of their portfolio | 22.9k $2.1m | New |
| Creative Planning 0.00% of their portfolio | 21.5k $2.0m | Reduced -801 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 21.4k $2.0m | Added +2.0k |