Filed: 5/6/2025ACC: 0001954889-25-000019
📋 What this filing means
MADISON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 349 equity positions with a total reported market value of $8.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
349
Positions
$8.98B
Total AUM (reported)
105.95M
Total Shares
Allocation by class
COM$7.98B89.0%
ETF$991.18M11.0%
Portfolio Concentration
Top 3$984.90M11.0%
4–10$1.39B15.4%
11–25$1.86B20.7%
Rest$4.75B52.9%
Top 3 weight
11.0%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 105.95M
Sole
Full voting authority
103.49M
shares
% of voting shares97.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.46M
shares
% of voting shares2.3%
Investment Discretion (by position count)
Sole349
Shared0
Other0
Dominant voting typeSole · 97.7% of voting shares
Institutional Holdings349
Rows:
Arch Capital Group Ltd
SOLEShares4.84M
TypeSH
Market value$465.28M
5.18%
Sole
4.64M
Shared
0.00
None
194.21K
Copart Inc
SOLEShares4.65M
TypeSH
Market value$263.23M
2.93%
Sole
4.47M
Shared
0.00
None
186.48K
Brown & Brown Inc
SOLEShares2.06M
TypeSH
Market value$256.38M
2.86%
Sole
1.96M
Shared
0.00
None
97.03K
PACCAR Inc
SOLEShares2.57M
TypeSH
Market value$250.23M
2.79%
Sole
2.47M
Shared
0.00
None
99.35K
Gartner Inc
SOLEShares552.19K
TypeSH
Market value$231.78M
2.58%
Sole
527.16K
Shared
0.00
None
25.03K
Ross Stores Inc
SOLEShares1.61M
TypeSH
Market value$205.47M
2.29%
Sole
1.54M
Shared
0.00
None
72.42K
Alphabet Inc
SOLEShares1.31M
TypeSH
Market value$205.26M
2.29%
Sole
1.29M
Shared
0.00
None
28.72K
Carlisle Cos Inc
SOLEShares515.13K
TypeSH
Market value$175.40M
1.95%
Sole
492.59K
Shared
0.00
None
22.54K
Amphenol Corp
SOLEShares2.55M
TypeSH
Market value$167.01M
1.86%
Sole
2.44M
Shared
0.00
None
110.89K
Liberty Broadband Corp
SOLEShares1.78M
TypeSH
Market value$151.54M
1.69%
Sole
1.71M
Shared
0.00
None
72.92K
Amazon.com Inc
SOLEShares758.62K
TypeSH
Market value$144.34M
1.61%
Sole
742.55K
Shared
0.00
None
16.07K
Fiserv Inc
SOLEShares633.17K
TypeSH
Market value$139.82M
1.56%
Sole
617.52K
Shared
0.00
None
15.65K
CDW Corp/DE
SOLEShares836.53K
TypeSH
Market value$134.06M
1.49%
Sole
798.13K
Shared
0.00
None
38.40K
WR Berkley Corp
SOLEShares1.84M
TypeSH
Market value$131.10M
1.46%
Sole
1.76M
Shared
0.00
None
82.88K
Labcorp Holdings Inc Com Usd0.
SOLEShares556.68K
TypeSH
Market value$129.56M
1.44%
Sole
531.56K
Shared
0.00
None
25.12K
Berkshire Hathaway Inc
SOLEShares241.65K
TypeSH
Market value$128.70M
1.43%
Sole
235.66K
Shared
0.00
None
5.99K
Dollar Tree Inc
SOLEShares1.71M
TypeSH
Market value$128.32M
1.43%
Sole
1.64M
Shared
0.00
None
73.81K
Visa Inc
SOLEShares365.05K
TypeSH
Market value$127.94M
1.43%
Sole
356.95K
Shared
0.00
None
8.10K
Progressive Corp
SOLEShares424.83K
TypeSH
Market value$120.23M
1.34%
Sole
415.11K
Shared
0.00
None
9.72K
Texas Instruments Inc
SOLEShares659.01K
TypeSH
Market value$118.42M
1.32%
Sole
647.10K
Shared
0.00
None
11.91K
MKS Instruments Inc
SOLEShares1.43M
TypeSH
Market value$114.47M
1.28%
Sole
1.37M
Shared
0.00
None
61.37K
Waters Corp
SOLEShares309.32K
TypeSH
Market value$114.01M
1.27%
Sole
295.21K
Shared
0.00
None
14.10K
Teledyne Technologies Inc
SOLEShares222.51K
TypeSH
Market value$110.75M
1.23%
Sole
212.36K
Shared
0.00
None
10.15K
Trex Co Inc
SOLEShares1.89M
TypeSH
Market value$109.85M
1.22%
Sole
1.80M
Shared
0.00
None
86.22K
Analog Devices Inc
SOLEShares521.03K
TypeSH
Market value$105.08M
1.17%
Sole
509.81K
Shared
0.00
None
11.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arch Capital Group LtdSOLE | COM | 4.84M | SH | $465.28M 5.18% | 4.64M | 0.00 | 194.21K |
Copart IncSOLE | COM | 4.65M | SH | $263.23M 2.93% | 4.47M | 0.00 | 186.48K |
Brown & Brown IncSOLE | COM | 2.06M | SH | $256.38M 2.86% | 1.96M | 0.00 | 97.03K |
PACCAR IncSOLE | COM | 2.57M | SH | $250.23M 2.79% | 2.47M | 0.00 | 99.35K |
Gartner IncSOLE | COM | 552.19K | SH | $231.78M 2.58% | 527.16K | 0.00 | 25.03K |
Ross Stores IncSOLE | COM | 1.61M | SH | $205.47M 2.29% | 1.54M | 0.00 | 72.42K |
Alphabet IncSOLE | COM | 1.31M | SH | $205.26M 2.29% | 1.29M | 0.00 | 28.72K |
Carlisle Cos IncSOLE | COM | 515.13K | SH | $175.40M 1.95% | 492.59K | 0.00 | 22.54K |
Amphenol CorpSOLE | COM | 2.55M | SH | $167.01M 1.86% | 2.44M | 0.00 | 110.89K |
Liberty Broadband CorpSOLE | COM | 1.78M | SH | $151.54M 1.69% | 1.71M | 0.00 | 72.92K |
Amazon.com IncSOLE | COM | 758.62K | SH | $144.34M 1.61% | 742.55K | 0.00 | 16.07K |
Fiserv IncSOLE | COM | 633.17K | SH | $139.82M 1.56% | 617.52K | 0.00 | 15.65K |
CDW Corp/DESOLE | COM | 836.53K | SH | $134.06M 1.49% | 798.13K | 0.00 | 38.40K |
WR Berkley CorpSOLE | COM | 1.84M | SH | $131.10M 1.46% | 1.76M | 0.00 | 82.88K |
Labcorp Holdings Inc Com Usd0.SOLE | COM | 556.68K | SH | $129.56M 1.44% | 531.56K | 0.00 | 25.12K |
Berkshire Hathaway IncSOLE | COM | 241.65K | SH | $128.70M 1.43% | 235.66K | 0.00 | 5.99K |
Dollar Tree IncSOLE | COM | 1.71M | SH | $128.32M 1.43% | 1.64M | 0.00 | 73.81K |
Visa IncSOLE | COM | 365.05K | SH | $127.94M 1.43% | 356.95K | 0.00 | 8.10K |
Progressive CorpSOLE | COM | 424.83K | SH | $120.23M 1.34% | 415.11K | 0.00 | 9.72K |
Texas Instruments IncSOLE | COM | 659.01K | SH | $118.42M 1.32% | 647.10K | 0.00 | 11.91K |
MKS Instruments IncSOLE | COM | 1.43M | SH | $114.47M 1.28% | 1.37M | 0.00 | 61.37K |
Waters CorpSOLE | COM | 309.32K | SH | $114.01M 1.27% | 295.21K | 0.00 | 14.10K |
Teledyne Technologies IncSOLE | COM | 222.51K | SH | $110.75M 1.23% | 212.36K | 0.00 | 10.15K |
Trex Co IncSOLE | COM | 1.89M | SH | $109.85M 1.22% | 1.80M | 0.00 | 86.22K |
Analog Devices IncSOLE | COM | 521.03K | SH | $105.08M 1.17% | 509.81K | 0.00 | 11.22K |
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