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 ($5.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $66.01. Options: 4 managers hold calls ($3.9m notional), 2 hold puts ($52.8k).
Trends to Q2 2024
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 |
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 |
| Q3 2023 | 107 | 120 |
| Q4 2023 | 100 | 128 |
| Q1 2024 | 114 | 123 |
| Q2 2024 | 122 | 124 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $718.6k | $164.3k | 0.23 |
| Q4 2023 | $926.4k | $146.7k | 0.16 |
| Q1 2024 | $668.9k | $105.8k | 0.16 |
| Q2 2024 | $3.9m | $52.8k | 0.01 |
Biggest buyers
| FMR LLC | Added | +1.6m |
| Invesco Ltd. | Added | +161.7k |
| DEUTSCHE BANK AG\ | Added | +151.6k |
| Cerity Partners LLC | New | +149.9k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | Added | +124.6k |
| Swedbank AB | Added | +123.3k |
| DekaBank Deutsche Girozentrale | Added | +106.7k |
| Thrivent Financial for Lutherans | Added | +92.2k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +71.4k |
| DANSKE BANK A/S | Added | +62.7k |
Biggest sellers
| MORGAN STANLEY | Reduced | -811.1k |
| Assenagon Asset Management S.A. | Reduced | -329.0k |
| Van Berkom & Associates Inc. | Reduced | -323.8k |
| FIRST TRUST ADVISORS LP | Reduced | -289.8k |
| JANUS HENDERSON GROUP PLC | Reduced | -281.1k |
| BlackRock Inc. | Reduced | -200.4k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -150.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -150.3k |
| Qube Research & Technologies Ltd | Reduced | -104.6k |
| ROYCE & ASSOCIATES LP | Reduced | -103.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.2m48.8k shares |
| CITADEL ADVISORS LLC | Added | $389.5k5.9k shares |
| SIMPLEX TRADING, LLC | Added | $257.0k3.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $52.8k800 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 2024
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 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $459.2k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $584.7k | — |
| Q4 2023 | 0 | — | 1 | $29.7k | — |
| Q1 2024 | 0 | — | 2 | $2.6m | — |
| Q2 2024 | 0 | — | 2 | $396.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-04-15 | Gioia Nancy Lee Director | Sold | $251.6k4.2k shares |
| 2024-04-08 | BRUNO ELIZABETH P Director | Sold | $144.9k2.4k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.2m $346.3m | Reduced -61.9k |
| BlackRock Inc. 0.01% of their portfolio | 4.6m $301.8m | Reduced -200.4k |
| FMR LLC 0.01% of their portfolio | 1.9m $125.8m | Added +1.6m |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 1.7m $114.3m | Reduced -14.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $109.6m | Reduced -41.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $99.7m | Added +24.8k |
| LORD, ABBETT & CO. LLC 0.13% of their portfolio | 1.2m $79.4m | Reduced -18.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 1.1m $69.3m | Reduced -27.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 890.0k $58.8m | Reduced -150.3k |
| Van Berkom & Associates Inc. 1.63% of their portfolio | 824.5k $54.4m | Reduced -323.8k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 768.8k $50.8m | Reduced -289.8k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 653.8k $43.2m | Reduced -281.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 619.8k $40.9m | Reduced -64.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 612.9k $40.5m | Added +37.3k |
| DekaBank Deutsche Girozentrale 0.07% of their portfolio | 560.3k $36.6m | Added +106.7k |
| Invesco Ltd. 0.01% of their portfolio | 502.1k $33.1m | Added +161.7k |
| ROYCE & ASSOCIATES LP 0.27% of their portfolio | 437.2k $28.9m | Reduced -103.2k |
| Boston Partners 0.03% of their portfolio | 425.2k $28.1m | Reduced -23.3k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 396.6k $26.2m | Added +19.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 381.8k $25.2m | Added +16.5k |
| River Road Asset Management, LLC 0.36% of their portfolio | 381.4k $25.2m | Added +9.7k |
| Swedbank AB 0.03% of their portfolio | 350.0k $23.1m | Added +123.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 336.1k $22.2m | Added +61.8k |
| MORGAN STANLEY 0.00% of their portfolio | 321.1k $21.2m | Reduced -811.1k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 301.6k $19.9m | Reduced -104.6k |
| JUPITER ASSET MANAGEMENT LTD 0.18% of their portfolio | 286.1k $18.9m | Reduced -1.5k |
| ARIEL INVESTMENTS, LLC 0.20% of their portfolio | 279.0k $18.4m | Reduced -10.2k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.02% of their portfolio | 246.0k $16.2m | Added +124.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 242.3k $16.0m | Reduced -89.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 226.5k $15.0m | Reduced -55.4k |
| Cambria Investment Management, L.P. 0.90% of their portfolio | 223.0k $14.7m | Added +12.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 216.6k $14.3m | Reduced -10.9k |
| Central Securities Corp 1.30% of their portfolio | 200.0k $13.2m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 190.6k $12.6m | Added +5.5k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 185.2k $12.2m | Reduced -68.4k |
| Man Group plc 0.03% of their portfolio | 182.7k $12.1m | Reduced -93.1k |
| ALGERT GLOBAL LLC 0.40% of their portfolio | 181.6k $12.0m | Reduced -587 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 154.4k $10.2m | Added +151.6k |
| Cerity Partners LLC 0.03% of their portfolio | 149.9k $9.9m | New |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 149.7k $9.9m | Reduced -45.4k |
| Paradiem, LLC 2.41% of their portfolio | 145.7k $9.6m | Added +14.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 140.4k $9.3m | Reduced -12.2k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 132.0k $8.7m | Added +92.2k |
| Legal & General Group Plc 0.00% of their portfolio | 123.4k $8.1m | Added +2.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.4k $7.9m | Added +21.2k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 109.8k $7.3m | Reduced -329.0k |
| HEARTLAND ADVISORS INC 0.40% of their portfolio | 107.0k $7.1m | Added +339 |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 105.3k $7.0m | Reduced -28.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 100.8k $6.7m | Reduced -53.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 99.1k $6.5m | Added +40.3k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 98.6k $6.5m | Added +6.8k |
| Wilmington Savings Fund Society, FSB 0.24% of their portfolio | 95.9k $6.3m | Reduced -1.4k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 92.2k $6.1m | Added +5.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 89.6k $5.9m | Reduced -51.5k |
| Swiss National Bank 0.00% of their portfolio | 88.3k $5.8m | Unchanged |
| DANSKE BANK A/S 0.02% of their portfolio | 86.4k $5.7m | Added +62.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 85.1k $5.6m | Added +71.4k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 84.9k $5.6m | Reduced -84.3k |
| Moran Wealth Management, LLC 0.18% of their portfolio | 82.8k $5.5m | Added +546 |
| HRT FINANCIAL LP 0.03% of their portfolio | 79.3k $5.2m | Reduced -67.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 76.3k $5.0m | Added +5.2k |
| TD Asset Management Inc 0.00% of their portfolio | 71.9k $4.7m | Added +25.6k |
| UBS Group AG 0.00% of their portfolio | 68.5k $4.5m | Reduced -29.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 65.6k $4.3m | Reduced -2.4k |
| SG Americas Securities, LLC 0.03% of their portfolio | 65.2k $4.3m | Added +59.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 64.4k $4.2m | Reduced -8.9k |
| SEIZERT CAPITAL PARTNERS, LLC 0.21% of their portfolio | 64.1k $4.2m | Added +16.3k |
| Bridgewater Associates, LP 0.02% of their portfolio | 61.8k $4.1m | Reduced -14.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 60.7k $4.0m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 59.6k $3.9m | Added +18.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 59.1k $3.9m | Reduced -7.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 55.8k $3.7m | Reduced -961 |
| Informed Momentum Co LLC 0.59% of their portfolio | 55.2k $3.6m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.2k $3.6m | Added +23.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 55.0k $3.6m | Added +10.9k |
| Vident Advisory, LLC 0.10% of their portfolio | 54.6k $3.6m | Reduced -646 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 54.2k $3.6m | Reduced -662 |
| Cannell & Spears LLC 0.07% of their portfolio | 54.1k $3.6m | Reduced -219 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 54.0k $3.6m | Added +12.0k |
| Varma Mutual Pension Insurance Co 0.03% of their portfolio | 53.4k $3.5m | Reduced -58.6k |
| ALPS ADVISORS INC 0.02% of their portfolio | 52.9k $3.5m | Added +6.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 52.8k $3.5m | Reduced -88.7k |
| DEAN INVESTMENT ASSOCIATES, LLC 0.49% of their portfolio | 52.2k $3.4m | Reduced -26.5k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 46.0k $3.0m | Added +144 |
| RBF Capital, LLC 0.17% of their portfolio | 45.0k $3.0m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 45.0k $3.0m | Reduced -2.1k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 41.6k $2.7m | Added +2.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 40.5k $2.7m | Added +88 |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 39.2k $2.6m | Reduced -56.1k |
| Inspire Investing, LLC 0.28% of their portfolio | 36.8k $2.4m | Added +4.5k |
| PRENTISS SMITH & CO INC 1.67% of their portfolio | 36.3k $2.4m | Reduced -274 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 34.2k $2.3m | Reduced -16.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 33.4k $2.2m | Added +2.0k |
| PEAK6 Investments LLC 0.10% of their portfolio | 33.0k $2.2m | Added +14.9k |
| Aurora Investment Counsel 1.23% of their portfolio | 31.9k $2.1m | New |
| QSV Equity Investors LLC 2.14% of their portfolio | 31.0k $2.0m | Reduced -932 |
| Olstein Capital Management, L.P. 0.35% of their portfolio | 30.0k $2.0m | Reduced -7.0k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 29.0k $1.9m | Added +13.8k |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 28.5k $1.9m | New |
| Cresset Asset Management, LLC 0.01% of their portfolio | 28.3k $1.9m | Added +2.8k |