Madison Asset Management, LLC

CIK 0001299351 · MADISON, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Madison Asset Management, LLC reported 347 positions worth $8.39B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: ACGL (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.39B
2026 Q2
Positions
347
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.0%
Est. Net Flow (Q)
2026 Q2
10 / 347 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ACGLArch Capital Group LtdSH$368.8M4.40%3,799,789
2GOOGAlphabet IncSH$215.6M2.57%610,192
3APHAmphenol CorpSH$207.4M2.47%1,176,112
4ROSTRoss Stores IncSH$188.7M2.25%886,641
5PCARPACCAR IncSH$177.6M2.12%1,478,618
6TXNTexas Instruments IncSH$171.6M2.05%575,695
7AMZNAmazon.com IncSH$156.4M1.86%656,264
8CSLCarlisle Cos IncSH$152.9M1.82%421,406
9CDWCDW Corp/DESH$150.6M1.80%1,070,495
10MKSIMKS IncSH$140.9M1.68%316,694

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Madison Asset Management, LLC hold as of Q2 2026?

Madison Asset Management, LLC reported 347 positions worth $8.39B in its Q2 2026 13F filing. Largest positions: ACGL (4.4%), GOOG (2.6%), APH (2.5%), ROST (2.3%) and PCAR (2.1%).

What did Madison Asset Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Madison Asset Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.