Madison Asset Management
Madison Asset Management reported 347 stocks worth $8.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are ACGL (4.4%), GOOG (2.6%) and APH (2.5%). Compared with Q1 2026, the fund opened new positions in VRSK, HONA and HON, added to MSA, CPRT and WAT, trimmed ACGL, GOOG and APH and sold out of XOM, EFX and INTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACGL Arch Cap Group Ltd | $369M | 4.4% | 3.8M | −277K (−7%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $216M | 2.6% | 610K | −19K (−3%) | 8 of 8 | |
| 3 |  APH Amphenol Corp New | $207M | 2.5% | 1.2M | −75K (−6%) | 8 of 8 | |
| 4 |  ROST Ross Stores Inc | $189M | 2.3% | 887K | −526K (−37%) | 8 of 8 | |
| 5 |  PCAR Paccar Inc | $178M | 2.1% | 1.5M | −107K (−7%) | 8 of 8 | |
| 6 |  TXN Texas Instrs Inc | $172M | 2.0% | 576K | −33K (−5%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $156M | 1.9% | 656K | −11K (−2%) | 8 of 8 | |
| 8 |  CSL Carlisle Cos Inc | $153M | 1.8% | 421K | −32K (−7%) | 8 of 8 | |
| 9 |  CDW Cdw Corp | $151M | 1.8% | 1.1M | −35K (−3%) | 8 of 8 | |
| 10 |  MKSI Mks Inc. | $141M | 1.7% | 317K | −22K (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $69.4M | 307K |
LIBERTY BROADBAND CORP | $59.8M | 1.2M |
 XOM Exxon Mobil Corp | $36M | 212K |
 EFX Equifax Inc | $12.6M | 70K |
 INTU Intuit | $10.9M | 25K |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Madison Asset Management 13F FAQ
What does Madison Asset Management own?
Madison Asset Management reported 347 stocks worth $8.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are ACGL (4.4%), GOOG (2.6%) and APH (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Madison Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 127 added to, 157 trimmed and 22 sold out. New positions include VRSK, HONA and HON. It sold all of XOM, EFX and INTU.
When will Madison Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Madison Asset Management's portfolio worth?
The Q2 2026 filing reports $8.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.