Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Madison Asset Management, LLC (CIK 1299351) reported $8.06B across 347 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACGL ($391.3M, 4.85%), ROST ($306.1M, 3.80%), PCAR ($183.1M, 2.27%), GOOG ($180.6M, 2.24%), APH ($158.1M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd | $391.3M | 4.85% | 4.1M | Trimmed |
| 2 | ROST | Ross Stores Inc | $306.1M | 3.80% | 1.4M | Trimmed |
| 3 | PCAR | PACCAR Inc | $183.1M | 2.27% | 1.6M | Trimmed |
| 4 | GOOG | Alphabet Inc | $180.6M | 2.24% | 629,576 | Trimmed |
| 5 | APH | Amphenol Corp | $158.1M | 1.96% | 1.3M | Trimmed |
| 6 | CSL | Carlisle Cos Inc | $151.4M | 1.88% | 453,813 | Trimmed |
| 7 | BRO | Brown & Brown Inc | $150.5M | 1.87% | 2.3M | Added |
| 8 | AMZN | Amazon.com Inc | $138.9M | 1.72% | 667,083 | Trimmed |
| 9 | CDW | CDW Corp/DE | $133.7M | 1.66% | 1.1M | Trimmed |
| 10 | LH | Labcorp Holdings Inc | $130.9M | 1.62% | 490,546 | Trimmed |
| 11 | CPRT | Copart Inc | $129.1M | 1.60% | 3.9M | Trimmed |
| 12 | MEDP | Medpace Holdings Inc | $126.0M | 1.56% | 262,293 | Trimmed |
| 13 | TDY | Teledyne Technologies Inc | $120.1M | 1.49% | 198,548 | Trimmed |
| 14 | KEYS | Keysight Technologies Inc | $119.4M | 1.48% | 422,973 | Trimmed |
| 15 | V | Visa Inc | $117.8M | 1.46% | 389,869 | Added |
| 16 | TXN | Texas Instruments Inc | $118.1M | 1.46% | 608,305 | Trimmed |
| 17 | WRB | WR Berkley Corp | $107.3M | 1.33% | 1.6M | Trimmed |
| 18 | ADI | Analog Devices Inc | $107.3M | 1.33% | 337,410 | Trimmed |
| 19 | MC | Moelis & Co | $101.1M | 1.25% | 1.8M | Added |
| 20 | MSA | MSA Safety Inc | $96.5M | 1.20% | 588,568 | Added |
| 21 | SPHQ | Invesco S&P 500 Quality ETF | $96.4M | 1.20% | 1.3M | Trimmed |
| 22 | IT | Gartner Inc | $97.1M | 1.20% | 613,257 | Trimmed |
| 23 | DHR | Danaher Corp | $93.9M | 1.16% | 495,020 | Trimmed |
| 24 | FWONK | Liberty Media Corp-Liberty For | $91.0M | 1.13% | 1.1M | Added |
| 25 | FERG | Ferguson Enterprises Inc | $87.1M | 1.08% | 373,297 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31