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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $148.61 M.
Top institutional holders include Renaissance Technologies and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.1 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Jeremy Grantham reduced exposure by 46.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.11% | Reduce -2.8% | 1,068,040 | $83.34 M | Q3 2025 | |
| 0.52% | Add 1.0% | 674,248 | $52.61 M | Q3 2025 | |
| 0.00% | Add 98.3% | 59,686 | $4.66 M | Q3 2025 | |
| 0.17% | Reduce -11.5% | 11,500 | $897,000 | Q3 2025 | |
| 0.01% | 7,000 | $546,210 | Q3 2025 | ||
| 0.00% | New Buy | 6,358 | $496,174 | Q3 2025 | |
| 0.00% | Reduce -46.8% | 4,061 | $316,880 | Q3 2025 | |
| 0.00% | Reduce -0.6% | 3,640 | $284,029 | Q3 2025 | |
| 0.00% | Reduce -6.8% | 2,918 | $227,692 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Brady Corporation (BRC)
Top Guru holders include Renaissance Technologies ($83.34 M), Chuck Royce ($52.61 M), Cliff Asness ($4.66 M). Collectively, tracked Gurus hold 1.84 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $3.1 M, with 3 Gurus buying and 7 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 2 Gurus sold out of BRC completely. Total sell value was $6.45 M.
Yes, 1 Gurus opened new positions in BRC, and 2 added to their existing holdings. Total buy value was $3.35 M.