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Brady Corporation

BRC Industrials
$85.37 $-1.07 (-1.24%)
Market Cap: $4 B
Gurus Holding
10
Popularity Rank
#493
% of Shares Held
3.20%
Net Activity (Q2 2026)
-$12.85 M

Guru Ownership Trend

Guru Analysis for Brady Corporation (BRC)

Brady Corporation (BRC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $128.03 M.

Top institutional holders include Renaissance Technologies (RenTech) and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.85 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Chuck Royce reduced exposure by 27.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$3.92 M
Total Buy Value
New Buys 4
Additions 2
-$16.77 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Brady Corporation (BRC)

Major holders include Renaissance Technologies (RenTech) ($83.79 M), Chuck Royce ($42.82 M), Cliff Asness ($5.86 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.5 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.85 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BRC. The total reported sell value was $16.77 M.

Yes, 4 managers opened new positions in BRC, and 2 increased their existing holdings. The total reported buy value was $3.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 0.3% 915,040 $83.79 M Q2 2026
0.34% Reduce -27.0% 467,624 $42.82 M Q2 2026
0.00% Reduce -5.1% 63,956 $5.86 M Q2 2026
0.00% New Buy 30,178 $2.76 M Q2 2026
0.64% New Buy 7,180 $657,000 Q2 2026
0.01% 7,000 $640,990 Q2 2026
0.00% Add 11.9% 3,278 $300,166 Q2 2026
0.00% Reduce -0.6% 2,747 $251,543 Q2 2026
0.00% New Buy 2,638 $241,562 Q2 2026
0.00% New Buy 73 $6,570 Q2 2026
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