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MADISON ASSET MANAGEMENT, LLC13F | |
| MADISON ASSET MANAGEMENT, LLC | |
| Last update 2025-05-06 | 349 Stocks (34 new) |
| Value $8.97 Bil | Turnover 9 % |
MADISON ASSET MANAGEMENT, LLC Top Holdings of 2025-03-31
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| 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
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| 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)
MADISON ASSET MANAGEMENT, LLC's Asset Allocation
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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MADISON ASSET MANAGEMENT, LLC's Holdings Bubble Chart
MADISON ASSET MANAGEMENT, LLC News
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