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 | Texas Instruments Inc Common stock | $-13.51M | -70K -10.26% | 608,305 1.46% of portfolio | medium |
| Q1 2026 as of | Trim | 78467Y107 Common stock | $-14.86M | -24K -28.91% | 59,247 0.45% of portfolio | medium |
| Q1 2026 as of | Add | Liberty Media Corp-Liberty Formula One Common stock | $15.09M | +178K +19.88% | 1,070,299 1.13% of portfolio | medium |
| Q1 2026 as of | Add | Colgate Palmolive Co Common stock | $15.22M | +179K +253.54% | 249,020 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | 47103U852 Common stock | $-15.48M | -343K -22.37% | 1,189,356 0.67% of portfolio | medium |
| Q1 2026 as of | Add | ServiceTitan, Inc. Common stock | $16.63M | +262K +41.07% | 900,112 0.71% of portfolio | medium |
| Q1 2026 as of | Add | 922042775 Common stock | $18.08M | +241K +48.43% | 737,912 0.69% of portfolio | medium |
| Q1 2026 as of | Add | 464287671 Common stock | $18.35M | +118K +3987.60% | 121,279 0.23% of portfolio | medium |
| Q1 2026 as of | Trim | Deere & Co Common stock | $-18.94M | -34K -34.27% | 64,509 0.45% of portfolio | medium |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-19.21M | -131K -98.14% | 2,471 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Ross Stores, Inc. Common stock | $-20.46M | -94K -6.27% | 1,412,924 3.80% of portfolio | medium |
| Q1 2026 as of | Add | Brown & Brown, Inc. Common stock | $20.90M | +321K +16.13% | 2,307,622 1.87% of portfolio | medium |
| Q1 2026 as of | New | ARMP Armata Pharmaceuticals, Inc. Common Stock | $21.58M | +2.1M | 2,107,675 0.27% of portfolio | medium |
| Q1 2026 as of | Trim | Arch Capital Group Ltd. Common stock | $-24.57M | -256K -5.91% | 4,076,446 4.85% of portfolio | medium |
| Q1 2026 as of | Trim | Keysight Technologies, Inc. Common stock | $-27.20M | -96K -18.55% | 422,973 1.48% of portfolio | medium |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $29.79M | +96K +1028.36% | 105,626 0.41% of portfolio | medium |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-31.28M | -158K -64.59% | 86,498 0.21% of portfolio | medium |
| Q1 2026 as of | Add | Moelis & Co Common stock | $31.67M | +556K +45.61% | 1,773,735 1.25% of portfolio | medium |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-32.69M | -365K -99.35% | 2,381 <0.01% of portfolio | medium |
| Q1 2026 as of | New | Bentley Systems Inc Common stock | $34.47M | +981K | 981,380 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-40.28M | -140K -18.24% | 629,576 2.24% of portfolio | medium |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $48.94M | +86K +2293.35% | 89,272 0.63% of portfolio | medium |
| Q1 2026 as of | New | Tyler Technologies, Inc. Common stock | $54.88M | +160K | 160,289 0.68% of portfolio | high |
| Q1 2026 as of | Trim | Paccar Inc Common stock | $-80.51M | -697K -30.54% | 1,585,366 2.27% of portfolio | high |
| Q1 2026 as of | Trim | MKS Inc Common stock | $-134.01M | -583K -63.28% | 338,336 0.96% of portfolio | high |