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Madison Asset Management, LLC

CIK:0001299351
Asset Manager
$5B AUM
338 holdings
Madison, WI, US
Founded:1974
94 employees
Latest filing:Jun 30, 2025

Madison Asset Management, LLC is an asset management firm headquartered in Madison, Wisconsin, specializing in risk-sensitive investment strategies across bond and equity markets. The firm is part of the Madison Investments group, founded in 1974, and serves a broad client base including institutional funds, pension accounts, foundations, corporations, municipalities, insurance companies, and individual investors. Madison Asset Management currently employs approximately 94–95 people.

Investment Strategy

Madison Asset Management pursues a 'Participate and Protect'® investment philosophy, aiming for consistent returns while seeking to limit portfolio risk. Their approach emphasizes active management in bond and equity strategies, focusing on risk control alongside market participation. The firm manages both wrap fee and non-wrap accounts, tailoring strategies for institutional and individual clients through a disciplined, risk-sensitive process.

Top Buys
C
CDWCDW Corp/DE
+$102.5M
M
MEDPMedpace Holdings Inc
+$90.3M
A
APHAmphenol Corp
+$77.7M
A
ANETArista Networks Inc
+$73.3M
I
ITGartner Inc
+$52.3M
Top Sells
D
DLTRDollar Tree Inc
-$128.3M
B
BRK-BBerkshire Hathaway Inc
-$109.9M
B
BF-BBrown-Forman Corp
-$64.0M
C
CPRTCopart Inc
-$38.0M
G
GOOGAlphabet Inc
-$38.0M

Top Holdings

A
ACGLArch Capital Group Ltd
+4.7%$439.3M
I
ITGartner Inc
+3.1%$284.1M
A
APHAmphenol Corp
+2.6%$244.7M
P
PCARPACCAR Inc
+2.6%$239.3M
C
CDWCDW Corp/DE
+2.6%$236.5M

Equity Positions (328)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
ACGL
Arch Capital Group Ltd4.74%$439.3M4,825,235$57.26$91.05-$25.9M
I
IT
Gartner Inc3.07%$284.1M702,813$298.23$404.22+$52.3M
A
APH
Amphenol Corp2.64%$244.7M2,478,319$41.86$98.75+$77.7M
P
PCAR
PACCAR Inc2.58%$239.3M2,517,149$68.48$95.06-$10.9M
C
CDW
CDW Corp/DE2.55%$236.5M1,324,521$172.73$178.59+$102.5M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+8.7%
RETAIL-AUTO DEALERS & GASOLINE STATIONS
+4.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.4%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+3.7%