Filed: 2/10/2025ACC: 0001954889-25-000006
📋 What this filing means
MADISON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 335 equity positions with a total reported market value of $8.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
335
Positions
$8.87B
Total AUM (reported)
103.41M
Total Shares
Allocation by class
COM$7.84B88.4%
ETF$1.03B11.6%
Portfolio Concentration
Top 3$922.44M10.4%
4–10$1.40B15.7%
11–25$1.74B19.6%
Rest$4.81B54.2%
Top 3 weight
10.4%
Top 10 weight
26.1%
Voting Authority Distribution
Total shares with voting rights: 103.41M
Sole
Full voting authority
101.30M
shares
% of voting shares98.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.11M
shares
% of voting shares2.0%
Investment Discretion (by position count)
Sole335
Shared0
Other0
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings335
Rows:
Arch Capital Group Ltd
SOLEShares4.44M
TypeSH
Market value$410.01M
4.62%
Sole
4.26M
Shared
0.00
None
178.62K
Alphabet Inc
SOLEShares1.35M
TypeSH
Market value$257.77M
2.91%
Sole
1.33M
Shared
0.00
None
27.31K
PACCAR Inc
SOLEShares2.45M
TypeSH
Market value$254.65M
2.87%
Sole
2.35M
Shared
0.00
None
93.66K
Copart Inc
SOLEShares4.42M
TypeSH
Market value$253.69M
2.86%
Sole
4.24M
Shared
0.00
None
175.76K
Gartner Inc
SOLEShares505.29K
TypeSH
Market value$244.80M
2.76%
Sole
482.14K
Shared
0.00
None
23.15K
Ross Stores Inc
SOLEShares1.52M
TypeSH
Market value$230.20M
2.60%
Sole
1.45M
Shared
0.00
None
67.14K
Brown & Brown Inc
SOLEShares1.94M
TypeSH
Market value$198.03M
2.23%
Sole
1.85M
Shared
0.00
None
89.79K
Amazon.com Inc
SOLEShares741.42K
TypeSH
Market value$162.66M
1.83%
Sole
726.64K
Shared
0.00
None
14.77K
Amphenol Corp
SOLEShares2.27M
TypeSH
Market value$157.75M
1.78%
Sole
2.17M
Shared
0.00
None
103.04K
Carlisle Cos Inc
SOLEShares401.82K
TypeSH
Market value$148.21M
1.67%
Sole
384.08K
Shared
0.00
None
17.75K
Fiserv Inc
SOLEShares655.78K
TypeSH
Market value$134.71M
1.52%
Sole
640.24K
Shared
0.00
None
15.54K
Arista Networks Inc
SOLEShares1.21M
TypeSH
Market value$133.57M
1.51%
Sole
1.15M
Shared
0.00
None
55.04K
CDW Corp/DE
SOLEShares752.68K
TypeSH
Market value$131.00M
1.48%
Sole
719.12K
Shared
0.00
None
33.56K
Labcorp Holdings Inc Com Usd0.
SOLEShares538.18K
TypeSH
Market value$123.42M
1.39%
Sole
514.91K
Shared
0.00
None
23.27K
Liberty Broadband Corp
SOLEShares1.64M
TypeSH
Market value$122.71M
1.38%
Sole
1.57M
Shared
0.00
None
67.37K
Visa Inc
SOLEShares376.46K
TypeSH
Market value$118.98M
1.34%
Sole
368.45K
Shared
0.00
None
8.01K
Texas Instruments Inc
SOLEShares613.71K
TypeSH
Market value$115.08M
1.30%
Sole
603.55K
Shared
0.00
None
10.16K
Dollar Tree Inc
SOLEShares1.51M
TypeSH
Market value$113.31M
1.28%
Sole
1.45M
Shared
0.00
None
61.17K
Analog Devices Inc
SOLEShares524.66K
TypeSH
Market value$111.47M
1.26%
Sole
513.55K
Shared
0.00
None
11.12K
Berkshire Hathaway Inc
SOLEShares245.48K
TypeSH
Market value$111.27M
1.26%
Sole
239.53K
Shared
0.00
None
5.95K
Lowe's Cos Inc
SOLEShares448.84K
TypeSH
Market value$110.77M
1.25%
Sole
439.56K
Shared
0.00
None
9.28K
Accenture PLC
SOLEShares305.09K
TypeSH
Market value$107.33M
1.21%
Sole
299.28K
Shared
0.00
None
5.81K
Waters Corp
SOLEShares282.08K
TypeSH
Market value$104.64M
1.18%
Sole
269.01K
Shared
0.00
None
13.07K
Progressive Corp
SOLEShares432.49K
TypeSH
Market value$103.63M
1.17%
Sole
422.89K
Shared
0.00
None
9.60K
WR Berkley Corp
SOLEShares1.68M
TypeSH
Market value$98.45M
1.11%
Sole
1.61M
Shared
0.00
None
76.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arch Capital Group LtdSOLE | COM | 4.44M | SH | $410.01M 4.62% | 4.26M | 0.00 | 178.62K |
Alphabet IncSOLE | COM | 1.35M | SH | $257.77M 2.91% | 1.33M | 0.00 | 27.31K |
PACCAR IncSOLE | COM | 2.45M | SH | $254.65M 2.87% | 2.35M | 0.00 | 93.66K |
Copart IncSOLE | COM | 4.42M | SH | $253.69M 2.86% | 4.24M | 0.00 | 175.76K |
Gartner IncSOLE | COM | 505.29K | SH | $244.80M 2.76% | 482.14K | 0.00 | 23.15K |
Ross Stores IncSOLE | COM | 1.52M | SH | $230.20M 2.60% | 1.45M | 0.00 | 67.14K |
Brown & Brown IncSOLE | COM | 1.94M | SH | $198.03M 2.23% | 1.85M | 0.00 | 89.79K |
Amazon.com IncSOLE | COM | 741.42K | SH | $162.66M 1.83% | 726.64K | 0.00 | 14.77K |
Amphenol CorpSOLE | COM | 2.27M | SH | $157.75M 1.78% | 2.17M | 0.00 | 103.04K |
Carlisle Cos IncSOLE | COM | 401.82K | SH | $148.21M 1.67% | 384.08K | 0.00 | 17.75K |
Fiserv IncSOLE | COM | 655.78K | SH | $134.71M 1.52% | 640.24K | 0.00 | 15.54K |
Arista Networks IncSOLE | COM | 1.21M | SH | $133.57M 1.51% | 1.15M | 0.00 | 55.04K |
CDW Corp/DESOLE | COM | 752.68K | SH | $131.00M 1.48% | 719.12K | 0.00 | 33.56K |
Labcorp Holdings Inc Com Usd0.SOLE | COM | 538.18K | SH | $123.42M 1.39% | 514.91K | 0.00 | 23.27K |
Liberty Broadband CorpSOLE | COM | 1.64M | SH | $122.71M 1.38% | 1.57M | 0.00 | 67.37K |
Visa IncSOLE | COM | 376.46K | SH | $118.98M 1.34% | 368.45K | 0.00 | 8.01K |
Texas Instruments IncSOLE | COM | 613.71K | SH | $115.08M 1.30% | 603.55K | 0.00 | 10.16K |
Dollar Tree IncSOLE | COM | 1.51M | SH | $113.31M 1.28% | 1.45M | 0.00 | 61.17K |
Analog Devices IncSOLE | COM | 524.66K | SH | $111.47M 1.26% | 513.55K | 0.00 | 11.12K |
Berkshire Hathaway IncSOLE | COM | 245.48K | SH | $111.27M 1.26% | 239.53K | 0.00 | 5.95K |
Lowe's Cos IncSOLE | COM | 448.84K | SH | $110.77M 1.25% | 439.56K | 0.00 | 9.28K |
Accenture PLCSOLE | COM | 305.09K | SH | $107.33M 1.21% | 299.28K | 0.00 | 5.81K |
Waters CorpSOLE | COM | 282.08K | SH | $104.64M 1.18% | 269.01K | 0.00 | 13.07K |
Progressive CorpSOLE | COM | 432.49K | SH | $103.63M 1.17% | 422.89K | 0.00 | 9.60K |
WR Berkley CorpSOLE | COM | 1.68M | SH | $98.45M 1.11% | 1.61M | 0.00 | 76.81K |
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