SEIZERT CAPITAL PARTNERS, LLC BRC — BRADY CORP

Ownership history in SEIZERT CAPITAL PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

SEIZERT CAPITAL PARTNERS, LLC reported BRADY CORP (BRC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.68% in 2025 Q4. The latest visible filing shows BRC at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEIZERT CAPITAL PARTNERS, LLC's position in BRADY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRC was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRC stock page SEIZERT CAPITAL PARTNERS, LLC fund profile SEIZERT CAPITAL PARTNERS, LLC full holdings
How SEIZERT CAPITAL PARTNERS, LLC held BRC — position size vs. price
% of Fund (quarterly)    BRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 205,965 +12,073 +6.2% 0.68% $16.1M 2026-02-14 (Est.) $96.05
2025 Q3 REDUCED 7.0% +3.2% ❌ 193,892 -14,569 -7.0% 0.66% $15.1M 2025-10-29 $76.12
2025 Q2 ADDED — — — 208,461 +137,748 +194.8% 0.62% $14.2M 2025-08-11 $69.09
2025 Q1 REDUCED 42.6% -3.4% ✅ 70,713 -52,483 -42.6% 0.23% $5.0M 2025-05-08 $72.37
2024 Q4 ADDED — — — 123,196 +59,666 +93.9% 0.41% $9.1M 2025-02-06 $73.92
2024 Q3 REDUCED — — — 63,530 -602 -0.9% 0.22% $4.9M 2024-11-06 $74.53
2024 Q2 ADDED — — — 64,132 +16,279 +34.0% 0.21% $4.2M 2024-08-07 $66.79
2024 Q1 ADDED — — — 47,853 +23,694 +98.1% 0.13% $2.8M 2024-05-01 $57.48
2023 Q4 INITIATED — — — 24,159 — — 0.07% $1.4M 2024-02-07 $59.09

🏢 Other funds also holding BRC

As of 2026 Q1 — sorted by position size

Inspire Investing, LLC 3Y 7Y 0.36% MQS Management LLC 3Y 0.17% Wilmington Savings Fund Society, FSB 3Y 7Y 0.15% HUDSON EDGE INVESTMENT PARTNERS INC. 3Y 7Y 0.15% Olstein Capital Management, L.P. 3Y 7Y 0.13% AlphaQuest LLC 0.12% BKM Wealth Management, LLC 0.12% Palouse Capital Management, Inc. 3Y 7Y 0.12% Innova Wealth Partners 3Y 0.1% apricus wealth, LLC 3Y 0.1%

FAQ About SEIZERT CAPITAL PARTNERS, LLC and BRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEIZERT CAPITAL PARTNERS, LLC reported owning BRC?

SEIZERT CAPITAL PARTNERS, LLC reported BRC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRC position in SEIZERT CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for BRC was 0.68% in 2025 Q4.

What is the latest reported BRC position on this page?

The most recent filing on this page is 2025 Q4, when SEIZERT CAPITAL PARTNERS, LLC reported 205,965 shares, equal to 0.68% of portfolio, with an estimated market value of $16.1M.

What does the chart on this BRC ownership page compare?

The chart compares SEIZERT CAPITAL PARTNERS, LLC's quarterly BRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SEIZERT CAPITAL PARTNERS, LLC time their BRC position?

Based on 13F filing dates vs. subsequent BRC price moves, SEIZERT CAPITAL PARTNERS, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on BRC relative to SPY over the holding period was +7.6%.

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