Jeremy Grantham's BRC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,061 shares of Brady Corporation (BRC) worth $316,880, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BRC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 399,400 shares. Largest reduction occurred in Q4 2020, reducing 242,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Brady Corporation (BRC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brady Corporation (BRC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +15,700 | New Buy | 15,700 | $37.96 |
| Q4 2017 | +43,700 | Add 278.34% | 59,400 | $37.90 |
| Q1 2018 | +8,900 | Add 14.98% | 68,300 | $37.14 |
| Q2 2018 | +1,909 | Add 2.80% | 70,209 | $38.56 |
| Q3 2018 | -5,400 | Reduce 7.69% | 64,809 | $43.74 |
| Q4 2018 | -300 | Reduce 0.46% | 64,509 | $43.47 |
| Q1 2019 | +399,400 | Add 619.14% | 463,909 | $46.41 |
| Q2 2019 | +33,514 | Add 7.22% | 497,423 | $49.32 |
| Q3 2019 | +83,800 | Add 16.85% | 581,223 | $53.05 |
| Q4 2019 | -25,800 | Reduce 4.44% | 555,423 | $57.26 |
| Q1 2020 | +6,422 | Add 1.16% | 561,845 | $45.13 |
| Q2 2020 | -53,600 | Reduce 9.54% | 508,245 | $46.82 |
| Q3 2020 | -15,800 | Reduce 3.11% | 492,445 | $40.02 |
| Q4 2020 | -242,800 | Reduce 49.30% | 249,645 | $52.82 |
| Q1 2021 | -22,800 | Reduce 9.13% | 226,845 | $53.45 |
| Q2 2021 | -6,000 | Reduce 2.64% | 220,845 | $56.04 |
| Q3 2021 | -44,300 | Reduce 20.06% | 176,545 | $50.70 |
| Q4 2021 | -128,640 | Reduce 72.87% | 47,905 | $53.90 |
| Q1 2022 | -41,805 | Reduce 87.27% | 6,100 | $46.23 |
| Q2 2022 | -6,100 | Sold Out | 6,100 | $0.00 |
| Q4 2022 | +16,700 | New Buy | 16,700 | $47.10 |
| Q1 2023 | +5,600 | Add 33.53% | 22,300 | $53.73 |
| Q2 2023 | +14,184 | Add 63.61% | 36,484 | $47.57 |
| Q3 2023 | -21,060 | Reduce 57.72% | 15,424 | $54.92 |
| Q4 2023 | -4,913 | Reduce 31.85% | 10,511 | $58.69 |
| Q1 2024 | -629 | Reduce 5.98% | 9,882 | $59.28 |
| Q2 2024 | +337 | Add 3.41% | 10,219 | $66.02 |
| Q1 2025 | +91 | Add 0.89% | 10,310 | $70.64 |
| Q2 2025 | -2,677 | Reduce 25.97% | 7,633 | $67.97 |
| Q3 2025 | -3,572 | Reduce 46.80% | 4,061 | $78.03 |
Jeremy Grantham's Brady Corporation Investment FAQs
Jeremy Grantham first purchased Brady Corporation (BRC) in Q3 2017, acquiring 15,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Brady Corporation (BRC) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Brady Corporation (BRC) was in Q1 2019, adding 463,909 shares worth $21.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,061 shares of Brady Corporation (BRC), valued at approximately $316,880. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brady Corporation (BRC) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Brady Corporation (BRC) was 581,223 shares, as reported at the end of Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.