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 ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.57. Options: 4 managers hold calls ($793.4k notional), 2 hold puts ($90.4k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 178 |
| Q4 2022 | 190 |
| Q1 2023 | 201 |
| Q2 2023 | 222 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 88 | 84 |
| Q1 2023 | 106 | 90 |
| Q2 2023 | 112 | 105 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $4.0k | — |
| Q4 2022 | $225.4k | $207.2k | 0.92 |
| Q1 2023 | $580.0k | $107.5k | 0.19 |
| Q2 2023 | $793.4k | $90.4k | 0.11 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +753.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +451.5k |
| MORGAN STANLEY | Added | +313.2k |
| MARSHALL WACE, LLP | New | +246.6k |
| Cubist Systematic Strategies, LLC | Added | +236.9k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +227.1k |
| CITADEL ADVISORS LLC | Added | +222.0k |
| D. E. Shaw & Co., Inc. | New | +196.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +167.0k |
| Qube Research & Technologies Ltd | Added | +166.8k |
Biggest sellers
| BlackRock Inc. | Reduced | -2.2m |
| JANUS HENDERSON GROUP PLC | Reduced | -591.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -399.9k |
| STATE STREET CORP | Reduced | -353.9k |
| Aberdeen Group plc | Sold out | -350.7k |
| NORTHERN TRUST CORP | Reduced | -293.3k |
| VANGUARD GROUP INC | Reduced | -216.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -198.8k |
| Nuveen Asset Management, LLC | Sold out | -197.6k |
| ProShare Advisors LLC | Sold out | -176.5k |
Biggest calls
| Verition Fund Management LLC | New | $428.1k9.0k shares |
| CITADEL ADVISORS LLC | Reduced | $209.3k4.4k shares |
| SIMPLEX TRADING, LLC | Added | $156.0k3.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $90.4k1.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 1 | $435.0k | 0 | — | — |
| Q2 2022 | 0 | — | 2 | $253.5k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $459.2k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.1m $242.9m | Reduced -216.1k |
| BlackRock Inc. 0.01% of their portfolio | 5.0m $238.2m | Reduced -2.2m |
| STATE STREET CORP 0.01% of their portfolio | 3.9m $187.8m | Reduced -353.9k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 2.0m $93.3m | Added +18.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.9m $91.0m | Reduced -1.9k |
| JANUS HENDERSON GROUP PLC 0.06% of their portfolio | 1.9m $89.9m | Reduced -591.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.5m $69.7m | Added +47.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 1.2m $56.8m | Added +111.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.1m $54.5m | Added +753.8k |
| Van Berkom & Associates Inc. 1.82% of their portfolio | 1.1m $50.1m | Reduced -14.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 750.4k $35.7m | Added +14.0k |
| MORGAN STANLEY 0.00% of their portfolio | 648.1k $30.8m | Added +313.2k |
| LORD, ABBETT & CO. LLC 0.05% of their portfolio | 617.1k $29.4m | Added +43.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 526.1k $25.0m | Reduced -399.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 520.5k $24.8m | Added +451.5k |
| ROYCE & ASSOCIATES LP 0.21% of their portfolio | 444.4k $21.1m | Added +29.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 440.8k $21.0m | Reduced -152.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 331.4k $15.8m | Reduced -7.2k |
| Cubist Systematic Strategies, LLC 0.17% of their portfolio | 326.6k $15.5m | Added +236.9k |
| ARIEL INVESTMENTS, LLC 0.13% of their portfolio | 283.9k $13.5m | Reduced -689 |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 267.0k $12.7m | Added +166.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 262.1k $12.5m | Reduced -16.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 257.6k $12.3m | Added +222.0k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 246.6k $11.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 244.4k $11.6m | Reduced -101.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.84% of their portfolio | 227.1k $10.8m | New |
| Central Securities Corp 1.13% of their portfolio | 200.0k $9.5m | Reduced -15.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 199.9k $9.5m | Added +167.0k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 198.1k $9.5m | Added +53.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 196.5k $9.3m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 183.8k $8.7m | Reduced -293.3k |
| Invesco Ltd. 0.00% of their portfolio | 179.5k $8.5m | Reduced -33.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 178.5k $8.5m | Added +17.1k |
| UBS Group AG 0.00% of their portfolio | 175.6k $8.4m | Added +106.8k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 165.6k $7.9m | Added +132.6k |
| Ergoteles LLC 0.35% of their portfolio | 153.9k $7.3m | Added +112.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 146.7k $7.0m | Reduced -198.8k |
| Squarepoint Ops LLC 0.04% of their portfolio | 135.9k $6.5m | New |
| Legal & General Group Plc 0.00% of their portfolio | 121.9k $5.8m | Added +8.1k |
| ALGERT GLOBAL LLC 0.23% of their portfolio | 112.7k $5.4m | Added +84.6k |
| Man Group plc 0.02% of their portfolio | 101.9k $4.8m | New |
| NORGES BANK 0.00% of their portfolio | 101.6k $4.8m | Not comparable |
| Swiss National Bank 0.00% of their portfolio | 100.4k $4.8m | Added +700 |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 99.0k $4.7m | Added +71.7k |
| Wilmington Savings Fund Society, FSB 0.19% of their portfolio | 95.4k $4.5m | Reduced -2.1k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 94.6k $4.5m | Added +17.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 92.6k $4.4m | Reduced -59.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 89.5k $4.3m | Added +17.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 88.9k $4.2m | Added +3.2k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 88.6k $4.2m | Reduced -15.7k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 86.7k $4.1m | New |
| Trexquant Investment LP 0.11% of their portfolio | 86.6k $4.1m | Added +82.2k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 85.2k $4.1m | New |
| Jump Financial, LLC 0.15% of their portfolio | 83.6k $4.0m | Added +40.5k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 81.9k $3.9m | Added +609 |
| HRT FINANCIAL LP 0.04% of their portfolio | 79.9k $3.8m | Added +35.9k |
| Moran Wealth Management, LLC 0.14% of their portfolio | 78.1k $3.7m | Reduced -278 |
| DEAN INVESTMENT ASSOCIATES, LLC 0.58% of their portfolio | 75.4k $3.6m | Reduced -26.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 74.9k $3.6m | Added +57.7k |
| Paradiem, LLC 0.97% of their portfolio | 71.2k $3.4m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 67.0k $3.2m | Added +35.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 61.6k $3.3m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 58.5k $2.8m | Reduced -6.3k |
| Meiji Yasuda Asset Management Co Ltd. 0.13% of their portfolio | 56.1k $2.7m | Added +2.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 53.9k $2.6m | Added +8.8k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 52.1k $2.5m | Added +3.2k |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 50.7k $2.4m | Added +15.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 50.2k $2.4m | Added +5.9k |
| Olstein Capital Management, L.P. 0.36% of their portfolio | 47.2k $2.2m | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 46.2k $2.2m | Added +6.5k |
| RBF Capital, LLC 0.14% of their portfolio | 46.0k $2.2m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 44.1k $2.1m | Reduced -1.7k |
| MIRABELLA FINANCIAL SERVICES LLP 0.24% of their portfolio | 42.8k $2.0m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 41.0k $2.0m | Reduced -11.2k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 40.6k $1.9m | Reduced -824 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 40.6k $1.9m | Reduced -16.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 37.9k $1.8m | Reduced -7.4k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 37.7k $1.8m | Reduced -100 |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 37.5k $1.8m | Reduced -12.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 37.3k $1.8m | Added +12.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 36.5k $1.7m | Added +4.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 36.5k $1.7m | Added +14.2k |
| Y-Intercept (Hong Kong) Ltd 0.18% of their portfolio | 36.2k $1.7m | Added +26.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 34.1k $1.6m | Added +6.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.9k $1.5m | Reduced -8.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 30.9k $1.5m | Reduced -14.8k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 30.3k $1.4m | Reduced -1.3k |
| Legato Capital Management LLC 0.19% of their portfolio | 30.0k $1.4m | Reduced -8.5k |
| Dean Capital Management 1.91% of their portfolio | 30.0k $1.4m | Reduced -8.5k |
| Engineers Gate Manager LP 0.05% of their portfolio | 29.8k $1.4m | Added +17.7k |
| Lido Advisors, LLC 0.02% of their portfolio | 29.0k $1.4m | New |
| AVIVA PLC 0.01% of their portfolio | 28.9k $1.4m | Added +2.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 28.7k $1.4m | Reduced -17.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 26.4k $1.3m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 26.3k $1.3m | Reduced -90.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 26.2k $1.2m | Reduced -1.7k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 25.5k $1.2m | Reduced -366 |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.12% of their portfolio | 25.1k $1.2m | New |
| CITIGROUP INC 0.00% of their portfolio | 25.1k $1.2m | Reduced -629 |
| CWM, LLC 0.01% of their portfolio | 24.9k $1.2m | Reduced -1.7k |