John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Brady Corp. (BRC)
← All BRC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,764 <0.01 Reduce 7.74% <0.01 $77.74–99.29 · VW $86.09i $224,547 SEC
2025   Q4 2,996 <0.01 Reduce 17.69% <0.01 $71.08–82.50 · VW $77.32i $234,797 SEC
2025   Q3 3,640 <0.01 Reduce 0.55% $67.76–84.03 · VW $76.61i $284,029 SEC
2025   Q2 3,660 <0.01 Reduce 5.18% <0.01 $62.70–77.00 · VW $69.22i $248,770 SEC
2025   Q1 3,860 <0.01 Add 0.52% $67.69–76.43 · VW $71.59i $272,670 SEC
2024   Q4 3,840 <0.01 Add 6.08% <0.01 $66.00–77.68 · VW $72.51i $283,584 SEC
2024   Q3 3,620 <0.01 Reduce 98.70% 0.20 $64.30–76.97 · VW $72.63i $277,401 SEC
2024   Q2 279,010 0.20 Reduce 3.53% <0.01 $57.89–68.80 · VW $64.24i $18,420,240 SEC
2024   Q1 289,233 0.17 Reduce 1.23% <0.01 $56.09–63.02 · VW $59.46i $17,145,732 SEC
2023   Q4 292,849 0.17 Add 1.82% <0.01 $51.35–59.82 · VW $56.62i $17,187,308 SEC
2023   Q3 287,605 0.17 Add 1.30% <0.01 $46.77–58.20 · VW $53.30i $15,795,266 SEC
2023   Q2 283,920 0.13 Reduce 0.24% <0.01 $46.92–53.90 · VW $49.46i $13,506,075 SEC
2023   Q1 284,609 0.15 Add 1.50% <0.01 $46.00–56.35 · VW $52.03i $15,292,042 SEC
2022   Q4 280,395 0.13 Reduce 43.70% 0.10 $40.52–50.11 · VW $45.91i $13,206,605 SEC
2022   Q3 498,037 0.23 Reduce 22.48% 0.07 $40.73–50.82 · VW $44.43i $20,783,000 SEC
2022   Q2 642,472 0.30 Add 9.41% 0.03 $42.84–50.09 · VW $46.72i $30,350,000 SEC
2022   Q1 587,194 0.24 Reduce 2.43% <0.01 $41.70–55.05 · VW $47.67i $27,169,000 SEC
2021   Q4 601,800 0.27 Add 1.96% <0.01 $49.00–55.95 · VW $52.95i $32,437,000 SEC
2021   Q3 590,222 0.27 Add 3.09% <0.01 $48.27–56.43 · VW $51.80i $29,924,000 SEC
2021   Q2 572,532 0.30 Reduce 0.36% <0.01 $53.04–61.76 · VW $56.95i $32,085,000 SEC
2021   Q1 574,594 0.30 Reduce 0.09% <0.01 $44.92–57.85 · VW $52.07i $30,712,000 SEC
2020   Q4 575,094 0.34 Add 36.76% 0.09 $37.47–53.03 · VW $47.77i $30,376,000 SEC
2020   Q3 420,513 0.24 Add 4.52% 0.01 $37.82–50.99 · VW $42.94i $16,829,000 SEC
2020   Q2 402,313 0.29 Reduce 9.92% 0.03 $39.48–54.46 · VW $46.92i $18,836,000 SEC
2020   Q1 446,620 0.35 Reduce 10.20% 0.04 $33.00–58.22 · VW $45.45i $20,156,000 SEC
2019   Q4 497,354 0.36 Reduce 11.57% 0.05 $50.49–59.11 · VW $55.62i $28,478,000 SEC
2019   Q3 562,421 0.40 Reduce 49.17% 0.34 $45.85–56.42 · VW $51.77i $29,836,000 SEC
2019   Q2 1,106,482 0.69 Reduce 15.28% 0.12 $45.21–50.12 · VW $48.22i $54,572,000 SEC
2019   Q1 1,306,065 0.76 Reduce 8.42% 0.07 $42.19–48.62 · VW $45.74i $60,614,000 SEC
2018   Q4 1,426,083 0.87 Reduce 20.38% 0.18 $38.81–44.42 · VW $42.23i $61,978,000 SEC
2018   Q3 1,791,085 0.87 Reduce 4.04% 0.03 $36.00–47.35 · VW $42.37i $78,360,000 SEC
2018   Q2 1,866,529 0.83 Reduce 17.90% 0.18 $35.95–40.90 · VW $38.47i $71,955,000 SEC
2018   Q1 2,273,413 0.99 Reduce 1.08% 0.01 $35.00–39.78 · VW $37.31i $84,457,000 SEC
2017   Q4 2,298,208 1.01 Reduce 3.02% 0.03 $36.30–40.25 · VW $38.15i $87,102,000 SEC
2017   Q3 2,369,820 1.08 Add 0.23% <0.01 $31.70–38.50 · VW $36.05i $89,935,000 SEC
2017   Q2 2,364,465 0.98 Reduce 9.99% 0.12 $33.75–39.95 · VW $35.87i $80,155,000 SEC
2017   Q1 2,626,836 1.24 Reduce 7.18% 0.09 $34.85–40.50 · VW $38.00i $101,527,000 SEC
2016   Q4 2,830,048 1.31 Reduce 24.19% 0.40 $32.25–39.60 · VW $36.47i $106,268,000 SEC
2016   Q3 3,733,043 1.64 Reduce 10.70% 0.18 $29.36–36.12 · VW $33.36i $129,201,000 SEC
2016   Q2 4,180,434 1.68 Reduce 12.66% 0.21 $25.98–32.76 · VW $29.77i $127,754,000 SEC
2016   Q1 4,786,292 1.62 Reduce 3.44% 0.05 $20.35–27.72 · VW $24.97i $128,464,000 SEC
2015   Q4 4,956,917 1.43 Add 0.10% <0.01 $19.42–26.76 · VW $23.05i $113,910,000 SEC
2015   Q3 4,951,897 1.29 Add 0.14% <0.01 $18.46–25.32 · VW $21.15i $97,354,000 SEC
2015   Q2 4,945,092 1.48 Add 4.08% 0.06 $24.00–28.25 · VW $25.66i $122,342,000 SEC
2015   Q1 4,751,462 1.66 Add 6.47% 0.10 $25.10–28.99 · VW $27.46i $134,419,000 SEC
2014   Q4 4,462,578 1.55 Add 3.10% 0.05 $20.98–27.75 · VW $25.36i $122,007,000 SEC
2014   Q3 4,328,458 1.38 Add 32.96% 0.34 $21.99–30.86 · VW $25.10i $97,131,000 SEC
2014   Q2 3,255,382 1.32 Reduce 2.10% 0.03 $24.07–29.87 · VW $27.94i $97,238,000 SEC
2014   Q1 3,325,294 1.23 Add 15.45% 0.16 $24.75–31.80 · VW $27.90i $90,282,000 SEC
2013   Q4 2,880,191 1.23 Add 13.24% 0.14 $28.38–31.57 · VW $30.29i $89,084,000 SEC
2013   Q3 2,543,427 1.29 Add 0.76% <0.01 $30.00–35.68 · VW $32.06i $77,575,000 SEC
2013   Q2 2,524,252 1.47 Add 14.30% 0.18 $29.73–35.75 · VW $32.07i $77,570,000 SEC
2013   Q1 2,208,502 1.46 Add 10.14% 0.13 $31.42–36.45 · VW $33.80i $74,051,000 SEC
2012   Q4 2,005,171 1.60 Add 0.35% <0.01 $29.11–33.47 · VW $31.99i $66,973,000 SEC
2012   Q3 1,998,276 1.45 Reduce 1.02% 0.01 $24.72–30.72 · VW $28.24i $58,510,000 SEC
2012   Q2 2,018,894 1.43 Reduce 12.74% 0.23 $26.53–32.74 · VW $28.93i $55,540,000 SEC
2012   Q1 2,313,659 1.81 Reduce 8.38% 0.18 $31.24–34.94 · VW $32.84i $74,847,000 SEC
2011   Q4 2,525,314 2.15 Reduce 5.91% 0.13 $25.23–33.00 · VW $29.93i $79,724,000 SEC
2011   Q3 2,683,849 2.22 Reduce 8.98% 0.19 $24.44–33.58 · VW $28.15i $70,934,000 SEC
2011   Q2 2,948,489 2.07 Reduce 1.76% 0.05 $30.74–38.73 · VW $33.84i $94,528,000 SEC
2011   Q1 3,001,239 2.76 Add 6.81% 0.18 $31.83–36.19 · VW $34.57i $107,114,220,000 SEC
2010   Q4 2,809,849 2.11 Add 1.24% 0.03 $28.06–33.90 · VW $31.52i $91,629,176,000 SEC
2010   Q3 2,775,318 2.03 Reduce 1.55% 0.03 $24.22–29.65 · VW $27.68i $80,956,026,000 SEC
2010   Q2 2,819,123 1.86 Add 9.66% 0.16 $24.81–35.37 · VW $28.37i $70,252,545,000 SEC
2010   Q1 2,570,723 1.78 Reduce 1.56% 0.03 $26.91–31.88 · VW $29.97i $80,000,900,000 SEC
2009   Q4 2,611,593 1.87 Reduce 6.11% 0.15 $26.34–31.84 · VW $29.40i $78,373,905,000 SEC
2009   Q3 2,781,548 2.38 Reduce 13.85% 0.36 $23.71–33.10 · VW $28.51i $79,886,476,000 SEC
2009   Q2 3,228,833 2.58 Reduce 15.96% 0.40 $17.02–26.95 · VW $23.03i $81,108,285,000 SEC
2009   Q1 3,842,153 2.48 Reduce 14.05% 0.42 $14.39–25.19 · VW $19.07i $67,737,157,000 SEC
2008   Q4 4,470,278 3.00 Reduce 21.36% 0.73 $15.20–36.07 · VW $25.07i $107,063,159,000 SEC
2008   Q3 5,684,322 3.42 Add 2626.15% 3.29 $31.66–40.00 · VW $35.65i $200,542,880,000 SEC
2008   Q2 208,511 3.62 Reduce 97.50% 3.65 $31.95–39.09 · VW $35.19i $269,136,728,000 SEC
2008   Q1 8,337,817 3.74 Reduce 0.83% 0.03 $28.00–35.60 · VW $32.34i $278,733,240,000 SEC
2007   Q4 8,407,553 3.34 Reduce 5.22% 0.17 $32.97–40.29 · VW $36.12i $295,021,112,000 SEC
2007   Q3 8,870,408 3.34 Add 1.59% 0.05 $34.25–44.46 · VW $38.20i $318,270,299,000 SEC
2007   Q1 8,731,813 2.72 Add 6.43% 0.16 $30.85–38.55 · VW $33.53i $272,432,604,000 SEC
2006   Q4 8,204,608 2.84 Reduce 3.33% 0.09 $34.45–40.88 · VW $37.54i $305,868,174,000 SEC
2006   Q3 8,487,048 2.70 Reduce 2.70% 0.07 $32.90–39.14 · VW $35.73i $298,405,142,000 SEC
2006   Q2 8,722,949 2.40 Reduce 14.93% 0.41 $34.67–42.79 · VW $38.10i $321,353,704,000 SEC
2006   Q1 10,254,074 2.77 Reduce 3.63% 0.10 $35.44–40.49 · VW $37.80i $384,118,000 SEC
2005   Q4 10,640,514 2.74 Reduce 12.80% 0.32 $26.98–39.90 · VW $34.35i $384,974,000 SEC
2005   Q3 12,203,108 2.53 Reduce 1.15% 0.03 $29.69–34.96 · VW $31.86i $377,564,000 SEC
2005   Q2 12,345,138 2.61 Add 3.03% 0.08 $28.75–33.21 · VW $30.99i $382,699,000 SEC
2005   Q1 11,982,563 2.63 Reduce 51.14% 1.27 $26.30–35.70 · VW $31.45i $387,636,000 SEC
2004   Q4 24,523,756 2.48 Add 97.01% 1.22 $23.07–32.22 · VW $28.86i $383,613,000 SEC
2004   Q3 12,447,932 2.22 Reduce 2.70% <0.01 $21.00–25.11 · VW $23.50i $303,543,000 SEC
2004   Q2 12,793,552 0.06 Add 1.40% <0.01 $18.14–23.19 · VW $21.46i $294,891,000 SEC
2004   Q1 12,617,502 1.84 Add 1.18% 0.02 $17.44–21.25 · VW $19.25i $240,237,000 SEC
2003   Q4 12,469,952 2.10 Reduce 0.17% <0.01 $15.95–21.73 · VW $19.35i $254,075,000 SEC
2003   Q3 12,491,182 2.02 Add 3.02% 0.06 $15.84–18.24 · VW $16.66i $198,672,000 SEC
2003   Q2 12,124,872 2.30 Add 6.12% 0.13 $14.14–17.33 · VW $16.05i $202,182,000 SEC
2003   Q1 11,425,970 0.03 Add 1.70% <0.01 $12.52–17.79 · VW $14.82i $161,563,000 SEC
2002   Q4 11,235,110 2.53 Add 1.24% 0.03 $14.60–17.50 · VW $16.26i $187,345,000 SEC
2002   Q3 11,097,134 0.02 Reduce 47.75% 1.35 $13.35–17.67 · VW $15.71i $178,664,000 SEC
2002   Q2 21,239,584 2.83 Add 1.00% 0.03 $14.85–20.35 · VW $17.57i $371,692,720,000 SEC
2002   Q1 21,028,840 2.26 Add 115.74% 1.21 $16.20–18.99 · VW $17.78i $383,776,330,000 SEC
2001   Q3 9,747,088 3.13 Add 4.76% 0.14 $14.10–18.63 · VW $15.88i $145,232,000 SEC
2001   Q2 9,304,018 3.56 Reduce 0.33% 0.01 $14.41–18.07 · VW $16.85i $168,077,000 SEC
2001   Q1 9,334,368 3.70 Add 1.37% 0.05 $15.40–19.62 · VW $17.29i $157,284,000 SEC
2000   Q4 9,208,618 5.11 Add 1.73% 0.09 $13.75–17.47 · VW $16.04i $155,683,000 SEC
2000   Q3 9,052,400 3.90 Add 11.72% 0.41 $13.75–17.06 · VW $15.31i $136,918,000 SEC
2000   Q2 8,102,470 2.86 $15.60 $126,348,000 SEC
2000   Q1 8,102,470 2.86 Reduce 1.27% 0.08 $12.25–17.03 · VW $14.96i $126,348,000 SEC
1999   Q4 8,206,660 6.25 Reduce 4.60% <0.01 $12.81–17.28 · VW $15.69i $139,257,000 SEC
1999   Q2 8,601,960 0.14 Add 4.95% <0.01 $10.47–16.41 · VW $14.38i $139,782,000 SEC
1999   Q1 8,196,610 5.01 $10.47 $85,808,000 SEC
Price snapshot:
Current price$90.40
Avg. buy price$7,228.55
+/- since buy-98.75%
52-week low$66.95
52-week high$98.73