John Rogers's BRC Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 3,640 shares of Brady Corporation (BRC) worth $284,029, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2.52 M | Add 0.00% | 2.52 M | $30.73 |
| Q3 2013 | +19,175 | Add 0.76% | 2.54 M | $30.50 |
| Q4 2013 | +336,764 | Add 13.24% | 2.88 M | $30.93 |
| Q1 2014 | +445,103 | Add 15.45% | 3.33 M | $27.15 |
| Q2 2014 | -69,912 | Reduce 2.10% | 3.26 M | $29.87 |
| Q3 2014 | +1.07 M | Add 32.96% | 4.33 M | $22.44 |
| Q4 2014 | +134,120 | Add 3.10% | 4.46 M | $27.34 |
| Q1 2015 | +288,884 | Add 6.47% | 4.75 M | $28.29 |
| Q2 2015 | +193,630 | Add 4.08% | 4.95 M | $24.74 |
| Q3 2015 | +6,805 | Add 0.14% | 4.95 M | $19.66 |
| Q4 2015 | +5,020 | Add 0.10% | 4.96 M | $22.98 |
| Q1 2016 | -170,625 | Reduce 3.44% | 4.79 M | $26.84 |
| Q2 2016 | -605,858 | Reduce 12.66% | 4.18 M | $30.56 |
| Q3 2016 | -447,391 | Reduce 10.70% | 3.73 M | $34.61 |
| Q4 2016 | -902,995 | Reduce 24.19% | 2.83 M | $37.55 |
| Q1 2017 | -203,212 | Reduce 7.18% | 2.63 M | $38.65 |
| Q2 2017 | -262,371 | Reduce 9.99% | 2.36 M | $33.90 |
| Q3 2017 | +5,355 | Add 0.23% | 2.37 M | $37.95 |
| Q4 2017 | -71,612 | Reduce 3.02% | 2.3 M | $37.90 |
| Q1 2018 | -24,795 | Reduce 1.08% | 2.27 M | $37.15 |
| Q2 2018 | -406,884 | Reduce 17.90% | 1.87 M | $38.55 |
| Q3 2018 | -75,444 | Reduce 4.04% | 1.79 M | $43.75 |
| Q4 2018 | -365,002 | Reduce 20.38% | 1.43 M | $43.46 |
| Q1 2019 | -120,018 | Reduce 8.42% | 1.31 M | $46.41 |
| Q2 2019 | -199,583 | Reduce 15.28% | 1.11 M | $49.32 |
| Q3 2019 | -544,061 | Reduce 49.17% | 562,421 | $53.05 |
| Q4 2019 | -65,067 | Reduce 11.57% | 497,354 | $57.26 |
| Q1 2020 | -50,734 | Reduce 10.20% | 446,620 | $45.13 |
| Q2 2020 | -44,307 | Reduce 9.92% | 402,313 | $46.82 |
| Q3 2020 | +18,200 | Add 4.52% | 420,513 | $40.02 |
| Q4 2020 | +154,581 | Add 36.76% | 575,094 | $52.82 |
| Q1 2021 | -500 | Reduce 0.09% | 574,594 | $53.45 |
| Q2 2021 | -2,062 | Reduce 0.36% | 572,532 | $56.04 |
| Q3 2021 | +17,690 | Add 3.09% | 590,222 | $50.70 |
| Q4 2021 | +11,578 | Add 1.96% | 601,800 | $53.90 |
| Q1 2022 | -14,606 | Reduce 2.43% | 587,194 | $46.27 |
| Q2 2022 | +55,278 | Add 9.41% | 642,472 | $47.24 |
| Q3 2022 | -144,435 | Reduce 22.48% | 498,037 | $41.73 |
| Q4 2022 | -217,642 | Reduce 43.70% | 280,395 | $47.10 |
| Q1 2023 | +4,214 | Add 1.50% | 284,609 | $53.73 |
| Q2 2023 | -689 | Reduce 0.24% | 283,920 | $47.57 |
| Q3 2023 | +3,685 | Add 1.30% | 287,605 | $54.92 |
| Q4 2023 | +5,244 | Add 1.82% | 292,849 | $58.69 |
| Q1 2024 | -3,616 | Reduce 1.23% | 289,233 | $59.28 |
| Q2 2024 | -10,223 | Reduce 3.53% | 279,010 | $66.02 |
| Q3 2024 | -275,390 | Reduce 98.70% | 3,620 | $76.63 |
| Q4 2024 | +220 | Add 6.08% | 3,840 | $73.85 |
| Q1 2025 | +20 | Add 0.52% | 3,860 | $70.64 |
| Q2 2025 | -200 | Reduce 5.18% | 3,660 | $67.97 |
| Q3 2025 | -20 | Reduce 0.55% | 3,640 | $78.03 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to Brady Corporation (BRC) was in Q2 2013, adding 2,524,252 shares worth $77.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 3,640 shares of Brady Corporation (BRC), valued at approximately $284,029. 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 John Rogers'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.
John Rogers's peak holding in Brady Corporation (BRC) was 4,956,917 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.