BRC — BRADY CORP

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BRC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
25
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their BRC position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Paul Tudor Jones)
  • +2 tracked investors reported holding BRC at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • 2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • 13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BRADY CORP (BRC)

BRADY CORP (BRC) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $13M. Across recent filings, tracked investors recorded 8 new positions, 4 increased, 12 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BRC

39
/100
Institutional Distribution
Added / Increased12
Reduced12
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track BRC

13
/100
Undiscovered
2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded
151015+

BRC Ownership Composition

How BRADY CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Macro
62% of tracked value
Institutions
2
tracked investors
Total Reported
$4.5M
combined 13F value
Types2
  • Macro61.6%
  • Multi-Strategy / Quant38.4%
Macro(1)
61.6%
Multi-Strategy / Quant(1)
38.4%

Tracked investors currently reporting BRC

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    18.8K
    Value
    $1.7M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    30.2K
    Value
    $2.8M
    % Portfolio
    0.00%

Previously held BRC

These investors reported BRC in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Izzy EnglanderMillennium Management5.7K$464.3KMar 31, 2026
Ray DalioBridgewater Associates3K$235.3KDec 31, 2025
Steve CohenPoint72 Asset Management6.4K$496.2KSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold BRC?
2 tracked institutional investors disclosed a position in BRC (BRADY CORP) in their most recent 13F filing.
Who is the largest institutional holder of BRC?
Izzy Englander, Millennium Management, holds the largest disclosed position in BRC, valued at $13M.
Did institutional ownership of BRC increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 4 increased, 12 reduced, and 7 fully exited BRC.
Where does this BRC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
BRC (BRADY CORP) — Institutional Holders & 13F History — InvestorLens