Brady Corporation - Cl A (BRC) Quarterly Institutional 13F Update (Q2 2026)

BRC ranks #1847 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

340 institutions disclose a position in BRC, but none treat it as a major bet — even Central Securities CORP, its most concentrated holder, allocates just 1.4% of its own portfolio to it.

Fidelity has added to its BRC position for two straight quarters, increasing it by $94.8M to reach $597.2M today.

Champlain Investment Partners, LLC has trimmed its BRC position for two straight quarters, cutting it by $18.5M while still holding $10.3M.

BRC is down 0.2% today, but institutions show net buying of $444.4M this quarter — a divergence between today's price move and the underlying institutional flow.

BRC posted net income of $209.7M over the trailing twelve months, and currently trades at a P/E of 20.7.

• Profitable — net income of $209.7M over the trailing twelve months
• Revenue grew 11.1% year over year
• Net income improved year over year, from $194.8M to $209.7M
• Generated $181.2M in positive operating cash flow
• Current ratio of 1.88x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.45x equity — within a conventional range