MA

MADISON ASSET MANAGEMENT, LLC

13F
MADISON ASSET MANAGEMENT, LLC
Last update 2025-05-06 349 Stocks (34 new)
Value $8.97 Bil Turnover 9 %
Countries:
MADISON ASSET MANAGEMENT, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACGL
Arch Capital Group Ltd
4,837,602
465,280.6
+8.96%
5.180
+0.43%
1.290
-4.20%
-4.04%
33,210.7
Insurance
CPRT
Copart Inc
4,651,616
263,235.0
+5.23%
2.930
+0.15%
0.480
-23.29%
-18.40%
45,281.6
Business Services
BRO
Brown & Brown Inc
2,060,954
256,382.7
+6.17%
2.860
+0.17%
0.720
-12.59%
+1.42%
34,030.5
Insurance
PCAR
PACCAR Inc
2,569,851
250,226.4
+4.97%
2.790
+0.13%
0.490
+13.90%
-2.16%
53,078.6
Farm & Heavy Construction Machinery
IT
Gartner Inc
552,190
231,776.4
+9.28%
2.580
+0.22%
0.720
-11.93%
-26.11%
27,552.6
Software
ROST
Ross Stores Inc
1,607,872
205,469.9
+5.66%
2.290
+0.12%
0.490
-0.48%
-8.77%
44,864.3
Retail - Cyclical
GOOG
Alphabet Inc
1,313,830
205,259.7
-2.94%
2.290
-0.09%
0.010
+21.57%
+0.80%
2,309,505.8
Interactive Media
CSL
Carlisle Companies Inc
515,134
175,403.1
+28.20%
1.950
+0.43%
1.190
+18.25%
+15.69%
18,359.4
Construction
APH
Amphenol Corp
2,546,347
167,014.9
+12.10%
1.860
+0.20%
0.210
+41.80%
+45.64%
121,818.7
Hardware
LBRDK
Liberty Broadband Corp
1,781,745
151,537.4
+8.55%
1.690
+0.13%
1.240
+24.00%
+29.96%
13,040.9
Telecommunication Services

MADISON ASSET MANAGEMENT, LLC's Historical Top Holdings Breakdowns

MADISON ASSET MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TREX
Trex Co Inc
2025-03-31
New Buy
New Buy
+1.22%
54 ($64.97) 74.44
$67.47
3.85%
New holding
1,890,732
1,890,732
USB
U.S. Bancorp
2025-03-31
Reduce
Reduce
-0.88%
40.92 ($46.14) 50.9
$46.29
0.33%
Reduce -80.41%
395,490
-1,623,332
AWI
Armstrong World Industries Inc
2025-03-31
Reduce
Reduce
-0.85%
136 ($147.26) 154.19
$167.50
13.74%
Reduce -99.54%
2,467
-529,920
KNSL
Kinsale Capital Group Inc
2025-03-31
New Buy
New Buy
+0.85%
416.48 ($448.86) 494.72
$479.18
6.75%
New holding
156,634
156,634
ANET
Arista Networks Inc
2025-03-31
Reduce
Reduce
-0.67%
77.48 ($101.39) 129.82
$113.04
11.49%
Reduce -44.68%
668,516
-539,926
MKSI
MKS Instruments Inc
2025-03-31
Add
Add
+0.44%
78.89 ($100.97) 122.69
$99.55
-1.41%
Add 52.92%
1,428,143
494,207
ACGL
Arch Capital Group Ltd
2025-03-31
Add
Add
+0.43%
88.13 ($92.28) 96.94
$88.62
-3.97%
Add 8.96%
4,837,602
397,857
CSL
Carlisle Companies Inc
2025-03-31
Add
Add
+0.43%
326.43 ($358.4) 408.24
$424.46
18.43%
Add 28.2%
515,134
113,312
ELV
Elevance Health Inc
2025-03-31
Add
Add
+0.42%
365.83 ($401.43) 436.25
$296.60
-26.11%
Add 140.93%
149,572
87,491
DHR
Danaher Corp
2025-03-31
Add
Add
+0.39%
201.62 ($218.33) 250.59
$197.89
-9.36%
Add 61.81%
452,263
172,763

MADISON ASSET MANAGEMENT, LLC Total Holding History ($B)

To

MADISON ASSET MANAGEMENT, LLC's Asset Allocation

To

MADISON ASSET MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MADISON ASSET MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

MADISON ASSET MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MADISON ASSET MANAGEMENT, LLC's Holdings Heat Map

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