John Rogers's BRC Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 2,764 shares of Brady Corporation (BRC) worth $224,547, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in BRC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 1.07 M shares. Largest reduction occurred in Q4 2016, reducing 902,995 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Brady Corporation (BRC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brady Corporation (BRC) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -232 | Reduce 7.74% | 2,764 | $81.24 |
| Q4 2025 | -644 | Reduce 17.69% | 2,996 | $78.37 |
| Q3 2025 | -20 | Reduce 0.55% | 3,640 | $78.03 |
| Q2 2025 | -200 | Reduce 5.18% | 3,660 | $67.97 |
| Q1 2025 | +20 | Add 0.52% | 3,860 | $70.64 |
| Q4 2024 | +220 | Add 6.08% | 3,840 | $73.85 |
| Q3 2024 | -275,390 | Reduce 98.70% | 3,620 | $76.63 |
| Q2 2024 | -10,223 | Reduce 3.53% | 279,010 | $66.02 |
| Q1 2024 | -3,616 | Reduce 1.23% | 289,233 | $59.28 |
| Q4 2023 | +5,244 | Add 1.82% | 292,849 | $58.69 |
| Q3 2023 | +3,685 | Add 1.30% | 287,605 | $54.92 |
| Q2 2023 | -689 | Reduce 0.24% | 283,920 | $47.57 |
| Q1 2023 | +4,214 | Add 1.50% | 284,609 | $53.73 |
| Q4 2022 | -217,642 | Reduce 43.70% | 280,395 | $47.10 |
| Q3 2022 | -144,435 | Reduce 22.48% | 498,037 | $41.73 |
| Q2 2022 | +55,278 | Add 9.41% | 642,472 | $47.24 |
| Q1 2022 | -14,606 | Reduce 2.43% | 587,194 | $46.27 |
| Q4 2021 | +11,578 | Add 1.96% | 601,800 | $53.90 |
| Q3 2021 | +17,690 | Add 3.09% | 590,222 | $50.70 |
| Q2 2021 | -2,062 | Reduce 0.36% | 572,532 | $56.04 |
| Q1 2021 | -500 | Reduce 0.09% | 574,594 | $53.45 |
| Q4 2020 | +154,581 | Add 36.76% | 575,094 | $52.82 |
| Q3 2020 | +18,200 | Add 4.52% | 420,513 | $40.02 |
| Q2 2020 | -44,307 | Reduce 9.92% | 402,313 | $46.82 |
| Q1 2020 | -50,734 | Reduce 10.20% | 446,620 | $45.13 |
| Q4 2019 | -65,067 | Reduce 11.57% | 497,354 | $57.26 |
| Q3 2019 | -544,061 | Reduce 49.17% | 562,421 | $53.05 |
| Q2 2019 | -199,583 | Reduce 15.28% | 1.11 M | $49.32 |
| Q1 2019 | -120,018 | Reduce 8.42% | 1.31 M | $46.41 |
| Q4 2018 | -365,002 | Reduce 20.38% | 1.43 M | $43.46 |
| Q3 2018 | -75,444 | Reduce 4.04% | 1.79 M | $43.75 |
| Q2 2018 | -406,884 | Reduce 17.90% | 1.87 M | $38.55 |
| Q1 2018 | -24,795 | Reduce 1.08% | 2.27 M | $37.15 |
| Q4 2017 | -71,612 | Reduce 3.02% | 2.3 M | $37.90 |
| Q3 2017 | +5,355 | Add 0.23% | 2.37 M | $37.95 |
| Q2 2017 | -262,371 | Reduce 9.99% | 2.36 M | $33.90 |
| Q1 2017 | -203,212 | Reduce 7.18% | 2.63 M | $38.65 |
| Q4 2016 | -902,995 | Reduce 24.19% | 2.83 M | $37.55 |
| Q3 2016 | -447,391 | Reduce 10.70% | 3.73 M | $34.61 |
| Q2 2016 | -605,858 | Reduce 12.66% | 4.18 M | $30.56 |
| Q1 2016 | -170,625 | Reduce 3.44% | 4.79 M | $26.84 |
| Q4 2015 | +5,020 | Add 0.10% | 4.96 M | $22.98 |
| Q3 2015 | +6,805 | Add 0.14% | 4.95 M | $19.66 |
| Q2 2015 | +193,630 | Add 4.08% | 4.95 M | $24.74 |
| Q1 2015 | +288,884 | Add 6.47% | 4.75 M | $28.29 |
| Q4 2014 | +134,120 | Add 3.10% | 4.46 M | $27.34 |
| Q3 2014 | +1.07 M | Add 32.96% | 4.33 M | $22.44 |
| Q2 2014 | -69,912 | Reduce 2.10% | 3.26 M | $29.87 |
| Q1 2014 | +445,103 | Add 15.45% | 3.33 M | $27.15 |
| Q4 2013 | +336,764 | Add 13.24% | 2.88 M | $30.93 |
| Q3 2013 | +19,175 | Add 0.76% | 2.54 M | $30.50 |
| Q2 2013 | +2.52 M | Add 0.00% | 2.52 M | $30.73 |
John Rogers's Brady Corporation Investment FAQs
John Rogers first purchased Brady Corporation (BRC) in Q2 2013, acquiring 2,524,252 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Brady Corporation (BRC) for 52 quarters since Q2 2013.
John Rogers's largest addition to Brady Corporation (BRC) was in Q2 2013, adding 2,524,252 shares worth $77.57 M.
According to the latest 13F filing for Q1 2026, John Rogers's firm, Ariel Investments, LLC, owns 2,764 shares of Brady Corporation (BRC), valued at approximately $224,547.
As of the Q1 2026 filing, Brady Corporation (BRC) represents approximately 0.00% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Brady Corporation (BRC) was 4,956,917 shares, as reported at the end of Q4 2015.