Institutions / Madison Asset Management, LLC / Activity
Activity — Madison Asset Management, LLC
325 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Ferguson Enterprises Inc. /DE Common stock | $-5.60M | -24K -6.04% | 373,297 1.08% of portfolio | medium |
| Q1 2026 as of | Trim | 113004105 Common stock | $-5.62M | -126K -7.02% | 1,675,100 0.92% of portfolio | medium |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-5.75M | -8K -14.17% | 49,886 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | CDW Corp Common stock | $-5.96M | -49K -4.27% | 1,105,086 1.66% of portfolio | medium |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-5.97M | -29K -41.59% | 41,275 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | NIKE, Inc. Common stock | $-6.01M | -114K -54.94% | 93,384 0.06% of portfolio | medium |
| Q1 2026 as of | Trim | 46137V241 Common stock | $-6.02M | -80K -5.87% | 1,282,365 1.20% of portfolio | medium |
| Q1 2026 as of | Trim | Copart Inc Common stock | $-6.07M | -183K -4.49% | 3,889,584 1.60% of portfolio | medium |
| Q1 2026 as of | Exit | Rli Corp Common stock | $-6.07M | -95K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Waters Corp Common stock | $-6.11M | -21K -7.00% | 272,649 1.01% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-6.24M | -7K -11.13% | 54,134 0.62% of portfolio | medium |
| Q1 2026 as of | Trim | Thor Industries Inc Common stock | $-6.31M | -79K -7.56% | 964,776 0.96% of portfolio | medium |
| Q1 2026 as of | Trim | 557441201 Common stock | $-6.33M | -311K -11.02% | 2,510,249 0.63% of portfolio | medium |
| Q1 2026 as of | Add | Equifax Inc Common stock | $6.74M | +37K +114.26% | 70,191 0.16% of portfolio | medium |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $6.74M | +47K +56.26% | 129,694 0.23% of portfolio | medium |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-6.76M | -146K -40.13% | 217,488 0.13% of portfolio | medium |
| Q1 2026 as of | Trim | FormFactor Inc Common stock | $-6.93M | -71K -74.77% | 24,107 0.03% of portfolio | medium |
| Q1 2026 as of | Add | 29287L700 Common stock | $6.96M | +177K +70.98% | 426,822 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | W. R. Berkley Corporation Common stock | $-7.01M | -106K -6.13% | 1,618,906 1.33% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $7.04M | +19K +9.65% | 215,943 0.99% of portfolio | medium |
| Q1 2026 as of | Trim | Carlisle Companies Inc Common stock | $-7.28M | -22K -4.59% | 453,813 1.88% of portfolio | medium |
| Q1 2026 as of | Trim | Asbury Automotive Group Inc Common stock | $-7.31M | -37K -10.80% | 308,875 0.75% of portfolio | medium |
| Q1 2026 as of | Trim | CME Group Inc Common stock | $-7.37M | -25K -22.56% | 85,626 0.31% of portfolio | medium |
| Q1 2026 as of | Trim | 26922A321 Common stock | $-7.39M | -128K -13.54% | 815,607 0.59% of portfolio | medium |
| Q1 2026 as of | Trim | Medpace Holdings, Inc. Common stock | $-7.43M | -15K -5.57% | 262,293 1.56% of portfolio | medium |
| Q1 2026 as of | Trim | Teledyne Technologies Inc Common stock | $-7.43M | -12K -5.83% | 198,548 1.49% of portfolio | medium |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-7.47M | -36K -5.10% | 667,083 1.72% of portfolio | medium |
| Q1 2026 as of | Trim | Aes Corp Common stock | $-7.66M | -544K -49.73% | 550,000 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | N07059210 Common stock | $-7.98M | -6K -38.55% | 9,630 0.16% of portfolio | medium |
| Q1 2026 as of | Trim | US Bancorp \De Common stock | $-8.05M | -155K -77.82% | 44,141 0.03% of portfolio | medium |
| Q1 2026 as of | Add | 464288638 Common stock | $8.25M | +155K +63.00% | 400,916 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Lithia Motors Inc Common stock | $-8.33M | -33K -12.54% | 232,682 0.72% of portfolio | medium |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $8.58M | +46K +98.67% | 92,577 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | 808524854 Common stock | $-8.77M | -352K -31.10% | 779,954 0.24% of portfolio | medium |
| Q1 2026 as of | Trim | Labcorp Holdings Inc. Common stock | $-9.43M | -35K -6.72% | 490,546 1.62% of portfolio | medium |
| Q1 2026 as of | Trim | Danaher Corp /De Common stock | $-9.48M | -50K -9.18% | 495,020 1.16% of portfolio | medium |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-9.56M | -30K -8.18% | 337,410 1.33% of portfolio | medium |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-9.60M | -58K -57.68% | 42,790 0.09% of portfolio | medium |
| Q1 2026 as of | Trim | 922042874 Common stock | $-9.62M | -117K -43.87% | 149,407 0.15% of portfolio | medium |
| Q1 2026 as of | Trim | 464286608 Common stock | $-9.68M | -155K -65.09% | 82,862 0.06% of portfolio | medium |
| Q1 2026 as of | Trim | Gartner Inc Common stock | $-9.84M | -62K -9.20% | 613,257 1.20% of portfolio | medium |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-9.96M | -44K -12.55% | 306,928 0.86% of portfolio | medium |
| Q1 2026 as of | Add | Visa Inc Common stock | $10.37M | +34K +9.65% | 389,869 1.46% of portfolio | medium |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $10.40M | +24K +2005.33% | 25,264 0.14% of portfolio | medium |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-10.75M | -46K -12.12% | 330,030 0.97% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-11.35M | -90K -6.70% | 1,251,006 1.96% of portfolio | medium |
| Q1 2026 as of | Add | Marsh & McLennan Companies, Inc. Common stock | $11.37M | +66K +22.59% | 355,913 0.77% of portfolio | medium |
| Q1 2026 as of | Trim | Hershey Co Common stock | $-11.71M | -56K -65.54% | 29,602 0.08% of portfolio | medium |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $12.33M | +93K +79.70% | 210,608 0.34% of portfolio | medium |
| Q1 2026 as of | Add | 92189H300 Common stock | $13.00M | +518K +101.15% | 1,029,811 0.32% of portfolio | medium |