Madison Asset Management, LLC
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 Holdings
Equity Positions (328)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACGL | Arch Capital Group Ltd | 4.74% | $439.3M | 4,825,235 | $57.26 | $91.05 | -$25.9M |
I IT | Gartner Inc | 3.07% | $284.1M | 702,813 | $298.23 | $404.22 | +$52.3M |
A APH | Amphenol Corp | 2.64% | $244.7M | 2,478,319 | $41.86 | $98.75 | +$77.7M |
P PCAR | PACCAR Inc | 2.58% | $239.3M | 2,517,149 | $68.48 | $95.06 | -$10.9M |
C CDW | CDW Corp/DE | 2.55% | $236.5M | 1,324,521 | $172.73 | $178.59 | +$102.5M |