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Brady Corporation

BRC Industrials
$78.79 +$0.92 (1.18%)
Market Cap: $3.71 B
Gurus Holding
7
Popularity Rank
#1157
% of Shares Held
3.48%
Net Activity (Q1 2026)
-$11.35 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $129.29 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.35 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 13.7%. Conversely, Robert Olstein reduced exposure by 28.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$660,643.1
Total Buy Value
New Buys 0
Additions 1
-$12.01 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
1

FAQs for Brady Corporation (BRC)

Major holders include Renaissance Technologies (RenTech) ($74.14 M), Chuck Royce ($52.05 M), Cliff Asness ($5.47 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.64 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.35 M, with 1 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited BRC. The total reported sell value was $12.01 M.

Yes, 0 managers opened new positions in BRC, and 1 increased their existing holdings. The total reported buy value was $660,643.1.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Reduce -4.3% 912,640 $74.14 M Q1 2026
0.51% Reduce -13.5% 640,671 $52.05 M Q1 2026
0.00% Add 13.7% 67,391 $5.47 M Q1 2026
0.13% Reduce -28.6% 7,500 $609,000 Q1 2026
0.01% 7,000 $568,680 Q1 2026
0.00% Reduce -19.4% 2,930 $238,033 Q1 2026
0.00% Reduce -7.7% 2,764 $224,547 Q1 2026
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Transaction
Value
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