§ COMMERCIAL SERVICES & SUPPLIES
USD · Commercial Services & SuppliesBRC
BRADY CORPORATION - CL A
USDSector · Commercial Services & SuppliesBeta · 0.67
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
185 increased/new, 113 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 17.3 | P/B | 2.79 |
| EPS (TTM) | 4.27 | Dividend | 1.21% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 6.5M | 0.0% | +2% |
| BlackRock, Inc. | 4.1M | 0.0% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | n/a | n/a |
| NEUBERGER BERMAN GROUP LLC | 2.4M | 0.1% | −3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | n/a | n/a |
| FIRST TRUST ADVISORS LP | 1.7M | 0.1% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for BRC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER13.6% · 0 holders
QUALITY / COMPOUNDER30.5% · 21 holders
OTHER26.3% · 221 holders
PASSIVE / INDEX17.6% · 9 holders
DEALER / BANK7.9% · 29 holders
SYSTEMATIC / QUANT2.3% · 10 holders
INCOME / DEFENSIVE1.7% · 22 holders
TACTICAL / MACRO0.1% · 2 holders
ACTIVIST0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BRC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BRC yet.