Brady Corp (BRC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Brady Corp (BRC) following the 2026 Q1 hedge fund 13F filings?

As of today, BRC has moved +17.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +13.2%. Since the quarter end (March 31, 2026), BRC gained +2.6% vs +10.5% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Brady Corp (BRC)

311 + Investors. Track Smart Money conviction in BRC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BRC

Based on 313 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

313 hedge funds hold BRC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

169 buying133 selling

Last quarter: 169 funds bought or added vs 133 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new BRC position: 44 → 36 → 45 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new

190 out of 313 hedge funds have held BRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

47 → 44 → 36 → 45 → 51 new funds/Q

New funds entering each quarter: 44 → 36 → 45 → 51. A growing number of institutions are discovering BRC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 24% new

Entry-cohort mix of 315 holders: 203 (64%) are 2+ year veterans, 36 entered 1–2 years ago, and 76 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

48 of 313 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	311	300	3.67%
13F Shares	38M	37M	2.27%
Total Value	$2.88B	$2.82B	2.2%
New Positions	50	45	+5
Increased Positions	117	113	+4
Closed Positions	39	34	+5
Reduced Positions	93	103	-10
Total Calls	2	2	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

311

300

3.67%

13F Shares

38M

37M

2.27%

Total Value

$2.88B

$2.82B

2.2%

New Positions

Increased Positions

117

113

Closed Positions

Reduced Positions

103

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

311 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BRC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prentiss Smith & Co Inc	3.33%	70,659	$5.7M
2	Central Securities Corp	1.34%	200,000	$16.2M
3	Dean Capital Management	1.27%	37,769	$3.1M
4	Aurora Investment Counsel	0.98%	21,823	$1.8M
5	Wills Financial Group LLC	0.78%	28,353	$2.1M
6	Seizert Capital Partners, LLC	0.74%	196,673	$16.0M
7	Icon Advisers Inc/Co	0.62%	33,000	$2.7M
8	Dean Investment Associates, LLC	0.62%	53,894	$4.4M
9	Royce & Associates LP	0.51%	640,671	$52.0M
10	Heartland Advisors Inc	0.44%	106,918	$8.7M
11	Sapience Investments, LLC	0.43%	41	$3K
12	Inspire Investing, LLC	0.36%	54,222	$4.4M
13	Kayne Anderson Rudnick Investment Management LLC	0.23%	960,424	$78.0M
14	RBF Capital, LLC	0.17%	40,000	$3.2M
15	MQS Management LLC	0.17%	3,010	$245K
16	Operose Advisors LLC	0.16%	8,376	$680K
17	Wilmington Savings Fund Society, FSB	0.15%	78,798	$6.4M
18	Hudson Edge Investment Partners INC.	0.15%	12,763	$1.0M
19	Neuberger Berman Group LLC	0.15%	2,396,541	$194.7M
20	Legato Capital Management LLC	0.15%	19,697	$1.6M
21	Guidance Capital, Inc	0.14%	7,926	$645K
22	Champlain Investment Partners, LLC	0.14%	133,268	$10.8M
23	AlphaQuest LLC	0.12%	27,864	$2.2M
24	BKM Wealth Management, LLC	0.12%	4,000	$325K
25	Palouse Capital Management, Inc.	0.12%	2,202	$179K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Brady Corp (BRC)

What does the Smart Money Trend signal show for BRC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRC?

Slight buying edge — 56% buying: Last quarter: 169 funds bought or added vs 133 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BRC holders?

Elite ownership — 54% AUM from top-100 funds: 48 of 313 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BRC?

61% of holders stayed for 2+ years: 190 out of 313 hedge funds have held BRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Brady Corp (BRC) following the 2026 Q1 hedge fund 13F filings?

As of today, BRC has moved +17.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +13.2%. Since the quarter end (March 31, 2026), BRC has gained +2.6% vs +10.5% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Brady Corp (BRC)

Smart Money Signals — BRC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+6 vs last Q)

61% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 24% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — BRC

Hedge Fund Ownership: BRC

Market Analysis: BRC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BRC

Is It Too Late to Buy Brady Corp (BRC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BRC

Statistics: BRC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Brady Corp (BRC)

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