EdgeMarket › What Madison Asset Management, Llc reported owning
What Madison Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.1BPositions
349Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ACGL ARCH CAPITAL GROUP LTD. | 391.3M | 4.9% | 4.1M | 99.39 | +7.1% |
| ROST ROSS STORES, INC. | 306.1M | 3.8% | 1.4M | 239.04 | +63.3% |
| PCAR PACCAR INC | 183.1M | 2.3% | 1.6M | 131.03 | +33.5% |
| GOOG Alphabet Inc. | 180.6M | 2.2% | 629.6K | 341.75 | +70.7% |
| APH AMPHENOL CORP /DE/ | 158.1M | 2.0% | 1.3M | 157.01 | +44.5% |
| CSL CARLISLE COMPANIES INC | 151.4M | 1.9% | 453.8K | 367.68 | -4.2% |
| BRO BROWN & BROWN, INC. | 150.5M | 1.9% | 2.3M | 72.92 | -24.7% |
| AMZN AMAZON COM INC | 138.9M | 1.7% | 667.1K | 258.63 | +15.6% |
| CDW CDW Corp | 133.7M | 1.7% | 1.1M | 137.25 | -17.8% |
| LH LABCORP HOLDINGS INC. | 130.9M | 1.6% | 490.5K | 336.34 | +20.9% |
| CPRT COPART INC | 129.1M | 1.6% | 3.9M | 33.80 | -29.0% |
| MEDP Medpace Holdings, Inc. | 126.0M | 1.6% | 262.3K | 620.75 | +33.3% |
| TDY TELEDYNE TECHNOLOGIES INC | 120.1M | 1.5% | 198.5K | 636.15 | +17.4% |
| KEYS Keysight Technologies, Inc. | 119.4M | 1.5% | 423.0K | 316.13 | +99.4% |
| TXN TEXAS INSTRUMENTS INC | 118.1M | 1.5% | 608.3K | 264.36 | +31.7% |
| V VISA INC. | 117.8M | 1.5% | 389.9K | 371.04 | +7.9% |
| ADI ANALOG DEVICES INC | 107.3M | 1.3% | 337.4K | 373.09 | +52.4% |
| WRB BERKLEY W R CORP | 107.3M | 1.3% | 1.6M | 68.60 | -5.6% |
| MC Moelis & Co | 101.1M | 1.3% | 1.8M | 68.29 | -2.9% |
| IT GARTNER INC | 97.1M | 1.2% | 613.3K | 195.90 | -19.8% |
| MSA MSA Safety Inc | 96.5M | 1.2% | 588.6K | 189.43 | +11.1% |
| SPHQ Invesco S&P 500 Quality ETF | 96.4M | 1.2% | 1.3M | 85.95 | +18.7% |
| DHR DANAHER CORP /DE/ | 93.9M | 1.2% | 495.0K | 218.85 | +3.5% |
| FWONK Liberty Media Corp | 91.0M | 1.1% | 1.1M | 104.94 | +3.2% |
| FERG Ferguson Enterprises Inc. /DE/ | 87.1M | 1.1% | 373.3K | 242.24 | +5.1% |
| ANET Arista Networks, Inc. | 84.0M | 1.0% | 684.3K | 188.65 | +43.5% |
| PH Parker-Hannifin Corp | 83.3M | 1.0% | 93.1K | 1,001.74 | +34.8% |
| WAT WATERS CORP /DE/ | 81.2M | 1.0% | 272.6K | 410.70 | +38.4% |
| MSFT MICROSOFT CORP | 79.9M | 1.0% | 215.9K | 483.24 | -4.4% |
| LOW LOWES COMPANIES INC | 78.0M | 1.0% | 330.0K | 216.09 | -16.0% |
| MKSI MKS INC | 77.8M | 1.0% | 338.3K | 279.11 | +180.9% |
| THO THOR INDUSTRIES INC | 77.1M | 1.0% | 964.8K | 79.49 | -24.8% |
| AOS SMITH A O CORP | 75.3M | 0.9% | 1.1M | 63.08 | -12.2% |
| BAM Brookfield Asset Management Ltd. | 74.5M | 0.9% | 1.7M | 52.30 | -11.9% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | 70.2M | 0.9% | 490.4K | 187.81 | +57.4% |
| FND Floor & Decor Holdings, Inc. | 69.6M | 0.9% | 1.4M | 54.26 | -33.8% |
| HON HONEYWELL INTERNATIONAL INC | 69.4M | 0.9% | 306.9K | 215.90 | -50.3% |
| PGR PROGRESSIVE CORP/OH/ | 69.3M | 0.9% | 349.8K | 219.28 | -13.2% |
| A AGILENT TECHNOLOGIES, INC. | 69.3M | 0.9% | 607.8K | 159.00 | +33.5% |
| TJX TJX COMPANIES INC /DE/ | 69.2M | 0.9% | 433.1K | 140.53 | +1.6% |
| SCHW SCHWAB CHARLES CORP | 67.8M | 0.8% | 721.8K | 112.30 | +17.6% |
| NEE NEXTERA ENERGY INC | 63.6M | 0.8% | 684.4K | 83.65 | +9.8% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 61.7M | 0.8% | 355.9K | 192.01 | -9.1% |
| ABG ASBURY AUTOMOTIVE GROUP INC | 60.4M | 0.7% | 308.9K | 214.81 | -10.8% |
| LBRDK Liberty Broadband Corp | 59.8M | 0.7% | 1.2M | 36.02 | -41.3% |
| LAD LITHIA MOTORS INC | 58.1M | 0.7% | 232.7K | 370.73 | +20.9% |
| TECH BIO-TECHNE Corp | 57.1M | 0.7% | 1.1M | 72.32 | +33.1% |
| TTAN ServiceTitan, Inc. | 57.1M | 0.7% | 900.1K | 94.87 | -7.5% |
| BN BROOKFIELD Corp /ON/ | 55.4M | 0.7% | 1.4M | 41.69 | -2.4% |
| VEU Vanguard FTSE All World Ex US ETF | 55.4M | 0.7% | 737.9K | 85.69 | +23.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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