Madison Asset Management, LLC
Net seller this quarter
$8.39B
256
-$316M
23.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ACGL | $369M | 4.40% | 1.09% | -6.8% | Q4 2019 |
 GOOG | $216M | 2.57% | Not reported | -3.1% | Q4 2019 |
 APH | $207M | 2.47% | 0.10% | -6.0% | Q4 2019 |
 ROST | $189M | 2.25% | 0.28% | -37.3% | Q4 2019 |
 PCAR | $178M | 2.12% | 0.28% | -6.7% | Q4 2019 |
 TXN | $172M | 2.05% | 0.06% | -5.4% | Q4 2019 |
 AMZN | $156M | 1.86% | 0.01% | -1.6% | Q4 2019 |
 CSL | $153M | 1.82% | 1.06% | -7.1% | Q4 2019 |
 CDW | $151M | 1.80% | 0.85% | -3.1% | Q4 2019 |
 MKSI | $141M | 1.68% | 0.47% | -6.4% | Q4 2021 |
 KEYS | $139M | 1.66% | 0.23% | -5.9% | Q4 2019 |
 BRO | $139M | 1.65% | 0.65% | -6.4% | Q4 2019 |
 LH | $133M | 1.59% | 0.59% | -2.8% | Q2 2024 |
 V | $131M | 1.57% | 0.02% | -1.9% | Q4 2019 |
 MEDP | $129M | 1.54% | 0.87% | -7.2% | Q4 2024 |
 ADI | $124M | 1.48% | 0.06% | -7.2% | Q4 2019 |
 TDY | $123M | 1.46% | 0.40% | -7.4% | Q2 2024 |
 MSA | $115M | 1.37% | 1.71% | +12.2% | Q4 2025 |
 CPRT | $113M | 1.35% | 0.43% | +3.2% | Q4 2019 |
 MC | $109M | 1.30% | Not reported | -6.0% | Q2 2020 |
 WRB | $106M | 1.26% | 0.40% | -7.5% | Q4 2019 |
 WAT | $105M | 1.25% | 0.29% | +2.6% | Q2 2023 |
 AOS | $92M | 1.10% | 0.97% | +28.4% | Q4 2025 |
 FWONK | $91.7M | 1.09% | Not reported | -9.9% | Q2 2022 |
 PH | $86.4M | 1.03% | 0.07% | -5.1% | Q4 2021 |
 DHR | $85.5M | 1.02% | 0.06% | -9.4% | Q4 2019 |
 FERG | $84.4M | 1.01% | 0.18% | -4.7% | Q4 2022 |
 A | $83.9M | 1.00% | 0.22% | +3.9% | Q3 2023 |
 MSFT | $81.3M | 0.97% | 0.00% | +0.9% | Q4 2019 |
 FND | $78.9M | 0.94% | 1.24% | -2.9% | Q4 2019 |
 SCHW | $78.2M | 0.93% | 0.05% | +17.5% | Q2 2022 |
 TECH | $75.1M | 0.90% | 0.68% | -2.7% | Q3 2025 |
 IT | $74.5M | 0.89% | 0.86% | -6.3% | Q4 2019 |
 PGR | $73.9M | 0.88% | 0.06% | -3.3% | Q4 2019 |
 EXPD | $73.1M | 0.87% | 0.34% | -8.6% | Q4 2019 |
 VRSK | $71.5M | 0.85% | 0.31% | Not reported | Q4 2019 |
 BAM | $70.4M | 0.84% | Not reported | -6.3% | Q4 2019 |
 LOW | $69.5M | 0.83% | 0.06% | -4.5% | Q4 2019 |
 LAD | $67M | 0.80% | 1.05% | -0.9% | Q3 2024 |
 LLY | $66.6M | 0.79% | 0.01% | +2.6% | Q4 2019 |
 THO | $66.2M | 0.79% | 1.69% | -8.7% | Q1 2022 |
 TJX | $65.1M | 0.78% | 0.04% | -0.8% | Q4 2019 |
 NEE | $63.5M | 0.76% | 0.03% | +5.8% | Q4 2019 |
 CFR | $62.3M | 0.74% | 0.64% | +20.1% | Q4 2019 |
 ABG | $60.6M | 0.72% | 1.62% | -2.4% | Q3 2024 |
 GBCI | $59M | 0.70% | 0.88% | +23.0% | Q4 2019 |
 AAPL | $58.1M | 0.69% | 0.00% | -0.1% | Q4 2019 |
 MRSH | $57.2M | 0.68% | 0.07% | -3.6% | Q2 2020 |
 TTAN | $56.1M | 0.67% | 2.24% | -11.8% | Q4 2025 |
| BN | $55.7M | 0.66% | Not reported | -4.6% | Q4 2022 |
| Q1 2026 | |||||
| ACGL | $391M | 4.85% | 1.15% | -5.9% | Q4 2019 |
| ROST | $306M | 3.80% | 0.44% | -6.3% | Q4 2019 |
| PCAR | $183M | 2.27% | 0.30% | -30.5% | Q4 2019 |
| GOOG | $181M | 2.24% | Not reported | -18.2% | Q4 2019 |
| APH | $158M | 1.96% | 0.10% | -6.7% | Q4 2019 |
| CSL | $151M | 1.88% | 1.12% | -4.6% | Q4 2019 |
| BRO | $150M | 1.87% | 0.69% | +16.1% | Q4 2019 |
| AMZN | $139M | 1.72% | 0.01% | -5.1% | Q4 2019 |
| CDW | $134M | 1.66% | 0.86% | -4.3% | Q4 2019 |
| LH | $131M | 1.62% | 0.60% | -6.7% | Q2 2024 |
| CPRT | $129M | 1.60% | 0.40% | -4.5% | Q4 2019 |
| MEDP | $126M | 1.56% | 0.92% | -5.6% | Q4 2024 |
| TDY | $120M | 1.49% | 0.43% | -5.8% | Q2 2024 |
| KEYS | $119M | 1.48% | 0.25% | -18.6% | Q4 2019 |
| TXN | $118M | 1.46% | 0.07% | -10.3% | Q4 2019 |
| V | $118M | 1.46% | 0.02% | +9.7% | Q4 2019 |
| ADI | $107M | 1.33% | 0.07% | -8.2% | Q4 2019 |
| WRB | $107M | 1.33% | 0.43% | -6.1% | Q4 2019 |
| MC | $101M | 1.25% | Not reported | +45.6% | Q2 2020 |
| IT | $97.1M | 1.20% | 0.87% | -9.2% | Q4 2019 |
| MSA | $96.5M | 1.20% | 1.52% | +3.6% | Q4 2025 |
| DHR | $93.9M | 1.16% | 0.07% | -9.2% | Q4 2019 |
| FWONK | $91M | 1.13% | Not reported | +19.9% | Q2 2022 |
| FERG | $87.1M | 1.08% | 0.19% | -6.0% | Q4 2022 |
 ANET | $84M | 1.04% | 0.05% | -3.9% | Q3 2020 |
| PH | $83.3M | 1.03% | 0.07% | -5.9% | Q4 2021 |
| WAT | $81.2M | 1.01% | 0.28% | -7.0% | Q2 2023 |
| MSFT | $79.9M | 0.99% | 0.00% | +9.7% | Q4 2019 |
| LOW | $78M | 0.97% | 0.06% | -12.1% | Q4 2019 |
| MKSI | $77.8M | 0.96% | 0.50% | -63.3% | Q4 2021 |
| THO | $77.1M | 0.96% | 1.83% | -7.6% | Q1 2022 |
| AOS | $75.3M | 0.93% | 0.75% | -5.5% | Q4 2025 |
| BAM | $74.5M | 0.92% | Not reported | -7.0% | Q4 2019 |
| EXPD | $70.2M | 0.87% | 0.37% | -6.7% | Q4 2019 |
| FND | $69.6M | 0.86% | 1.27% | -3.0% | Q4 2019 |
 HON | $69.4M | 0.86% | 0.05% | -12.6% | Q3 2020 |
| PGR | $69.3M | 0.86% | 0.06% | -4.7% | Q4 2019 |
| A | $69.3M | 0.86% | 0.22% | -0.3% | Q3 2023 |
| TJX | $69.2M | 0.86% | 0.04% | -3.6% | Q4 2019 |
| SCHW | $67.8M | 0.84% | 0.04% | -5.2% | Q2 2022 |
| NEE | $63.6M | 0.79% | 0.03% | -0.4% | Q4 2019 |
| MRSH | $61.7M | 0.77% | 0.07% | +22.6% | Q2 2020 |
| ABG | $60.4M | 0.75% | 1.60% | -10.8% | Q3 2024 |
| LBRDK | $59.8M | 0.74% | Not reported | +0.6% | Q4 2019 |
| LAD | $58.1M | 0.72% | 1.02% | -12.5% | Q3 2024 |
| TECH | $57.1M | 0.71% | 0.70% | -7.5% | Q3 2025 |
| TTAN | $57.1M | 0.71% | 2.54% | +41.1% | Q4 2025 |
| BN | $55.4M | 0.69% | Not reported | -8.6% | Q4 2022 |
 TYL | $54.9M | 0.68% | 0.33% | New | Q1 2026 |
 META | $51.1M | 0.63% | Not reported | +2293.4% | Q4 2019 |
| Q4 2025 | |||||
| ACGL | $416M | 4.78% | 1.21% | -8.0% | Q4 2019 |
| ROST | $272M | 3.12% | 0.47% | -5.4% | Q4 2019 |
| PCAR | $250M | 2.87% | 0.43% | -7.3% | Q4 2019 |
| GOOG | $242M | 2.78% | Not reported | -8.4% | Q4 2019 |
| APH | $181M | 2.08% | 0.11% | -45.1% | Q4 2019 |
| IT | $170M | 1.96% | 0.94% | -5.7% | Q4 2019 |
| AMZN | $162M | 1.87% | 0.01% | -4.5% | Q4 2019 |
| CPRT | $159M | 1.83% | 0.42% | -9.7% | Q4 2019 |
| BRO | $158M | 1.82% | 0.59% | -1.1% | Q4 2019 |
| CDW | $157M | 1.81% | 0.89% | -10.9% | Q4 2019 |
| MEDP | $156M | 1.79% | 0.98% | -5.1% | Q4 2024 |
| CSL | $152M | 1.75% | 1.16% | -6.6% | Q4 2019 |
| MKSI | $147M | 1.69% | 1.37% | -5.6% | Q4 2021 |
| LH | $132M | 1.52% | 0.64% | -5.4% | Q2 2024 |
| DHR | $125M | 1.43% | 0.08% | -1.5% | Q4 2019 |
| V | $125M | 1.43% | 0.02% | -2.9% | Q4 2019 |
| WRB | $121M | 1.39% | 0.46% | -5.8% | Q4 2019 |
| TXN | $118M | 1.35% | 0.07% | -6.5% | Q4 2019 |
| WAT | $111M | 1.28% | 0.49% | -4.7% | Q2 2023 |
| TDY | $108M | 1.24% | 0.46% | -5.3% | Q2 2024 |
| THO | $107M | 1.23% | 1.98% | -5.3% | Q1 2022 |
| KEYS | $106M | 1.21% | 0.30% | -9.1% | Q4 2019 |
| ADI | $99.7M | 1.15% | 0.08% | -2.9% | Q4 2019 |
| MSFT | $95.2M | 1.10% | 0.00% | +16.1% | Q4 2019 |
| BAM | $94.4M | 1.09% | Not reported | -5.6% | Q4 2019 |
| ANET | $93.3M | 1.07% | 0.06% | -2.3% | Q3 2020 |
| MSA | $91M | 1.05% | 1.46% | New | Q4 2025 |
| LOW | $90.6M | 1.04% | 0.07% | -7.9% | Q4 2019 |
| FERG | $88.4M | 1.02% | 0.20% | -10.2% | Q4 2022 |
| LAD | $88.4M | 1.02% | 1.13% | -6.0% | Q3 2024 |
| FWONK | $87.9M | 1.01% | Not reported | -8.0% | Q2 2022 |
| PH | $87M | 1.00% | 0.08% | -9.4% | Q4 2021 |
| FND | $85.9M | 0.99% | 1.31% | -14.2% | Q4 2019 |
| MC | $83.7M | 0.96% | Not reported | -5.2% | Q2 2020 |
| PGR | $83.6M | 0.96% | 0.06% | -7.6% | Q4 2019 |
| A | $82.9M | 0.95% | 0.22% | -6.8% | Q3 2023 |
| AOS | $80.9M | 0.93% | 0.80% | New | Q4 2025 |
| ABG | $80.5M | 0.93% | 1.78% | -7.6% | Q3 2024 |
| EXPD | $78.4M | 0.90% | 0.39% | -3.9% | Q4 2019 |
| SCHW | $76.1M | 0.87% | 0.04% | -6.0% | Q2 2022 |
| TECH | $69.5M | 0.80% | 0.76% | +58.6% | Q3 2025 |
| TJX | $69M | 0.79% | 0.04% | -6.3% | Q4 2019 |
| BN | $68.8M | 0.79% | Not reported | -10.9% | Q4 2022 |
| HON | $68.5M | 0.79% | 0.06% | +123.6% | Q3 2020 |
| TTAN | $68M | 0.78% | 1.80% | New | Q4 2025 |
 ACN | $65.5M | 0.75% | 0.04% | -14.1% | Q4 2019 |
| LLY | $65.5M | 0.75% | 0.01% | +3.5% | Q4 2019 |
| LBRDK | $57.4M | 0.66% | Not reported | -11.0% | Q4 2019 |
| NEE | $55.1M | 0.63% | 0.03% | +0.5% | Q4 2019 |
| MRSH | $53.9M | 0.62% | 0.06% | -9.2% | Q2 2020 |
| Q3 2025 | |||||
| ACGL | $427M | 4.71% | 1.26% | -2.4% | Q4 2019 |
| APH | $302M | 3.33% | 0.20% | -1.4% | Q4 2019 |
| ROST | $243M | 2.68% | 0.49% | -4.0% | Q4 2019 |
| PCAR | $242M | 2.67% | 0.47% | -2.2% | Q4 2019 |
| CDW | $206M | 2.28% | 0.99% | -2.1% | Q4 2019 |
| GOOG | $205M | 2.26% | Not reported | -10.9% | Q4 2019 |
| CPRT | $203M | 2.24% | 0.47% | -1.7% | Q4 2019 |
| BRO | $188M | 2.08% | 0.60% | -1.6% | Q4 2019 |
| IT | $188M | 2.08% | 0.95% | +1.9% | Q4 2019 |
| CSL | $167M | 1.85% | 1.21% | -1.5% | Q4 2019 |
| AMZN | $162M | 1.78% | 0.01% | -1.3% | Q4 2019 |
| LH | $160M | 1.76% | 0.67% | -2.6% | Q2 2024 |
| MEDP | $150M | 1.66% | 1.04% | -1.5% | Q4 2024 |
| WRB | $140M | 1.55% | 0.48% | -1.2% | Q4 2019 |
| TXN | $133M | 1.47% | 0.08% | -5.0% | Q4 2019 |
| TDY | $130M | 1.44% | 0.47% | -1.1% | Q2 2024 |
| V | $125M | 1.38% | 0.02% | +1.7% | Q4 2019 |
| FND | $121M | 1.34% | 1.53% | +1.0% | Q4 2019 |
| MKSI | $121M | 1.33% | 1.45% | -33.3% | Q4 2021 |
| THO | $114M | 1.26% | 2.09% | -1.0% | Q1 2022 |
| DHR | $110M | 1.21% | 0.08% | -3.7% | Q4 2019 |
| BAM | $109M | 1.20% | Not reported | -1.0% | Q4 2019 |
| ANET | $106M | 1.17% | 0.06% | -40.4% | Q3 2020 |
| LOW | $102M | 1.13% | 0.07% | -5.5% | Q4 2019 |
 MCHP | $102M | 1.13% | 0.29% | -1.2% | Q2 2022 |
| FWONK | $101M | 1.12% | Not reported | -1.5% | Q2 2022 |
| KEYS | $99.9M | 1.10% | 0.33% | +7.6% | Q4 2019 |
| FERG | $99.4M | 1.10% | 0.23% | -3.8% | Q4 2022 |
| PGR | $98.1M | 1.08% | 0.07% | -3.7% | Q4 2019 |
 TREX | $97.8M | 1.08% | 1.77% | +1.2% | Q1 2025 |
| ADI | $93M | 1.03% | 0.08% | -6.8% | Q4 2019 |
| WAT | $92.2M | 1.02% | 0.52% | -1.5% | Q2 2023 |
| MC | $91.6M | 1.01% | Not reported | -0.9% | Q2 2020 |
| ABG | $91.6M | 1.01% | 1.91% | -1.0% | Q3 2024 |
| LAD | $89.4M | 0.99% | 1.16% | -0.6% | Q3 2024 |
| MSFT | $87.9M | 0.97% | 0.00% | +11.0% | Q4 2019 |
| LBRDK | $84.4M | 0.93% | Not reported | -24.9% | Q4 2019 |
| A | $83.9M | 0.93% | 0.23% | -2.1% | Q3 2023 |
| PH | $82.8M | 0.91% | 0.09% | -9.3% | Q4 2021 |
| SCHW | $77.3M | 0.85% | 0.04% | -3.7% | Q2 2022 |
| BN | $76.9M | 0.85% | Not reported | -4.1% | Q4 2022 |
| ACN | $70.1M | 0.77% | 0.04% | -6.2% | Q4 2019 |
| TJX | $69.3M | 0.76% | 0.04% | -3.3% | Q4 2019 |
 FISV | $69M | 0.76% | 0.10% | -10.1% | Q4 2020 |
| EXPD | $67.1M | 0.74% | 0.41% | -1.2% | Q4 2019 |
 KNSL | $66.4M | 0.73% | 0.67% | -4.8% | Q1 2025 |
| MRSH | $64.4M | 0.71% | 0.07% | +2.4% | Q2 2020 |
| NEE | $51.6M | 0.57% | 0.03% | -0.7% | Q4 2019 |
| GBCI | $50.8M | 0.56% | 0.88% | -1.0% | Q4 2019 |
| AAPL | $49.7M | 0.55% | 0.00% | +5.3% | Q4 2019 |