Madison Investment Advisors, LLC 13F Holdings · last filed Q4 2024
Madison Investment Advisors, LLC reported 335 securities worth $8.87B in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: ACGL (4.62%), GOOG (2.91%), PCAR (2.87%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACGL | Arch Capital Group Ltd | $410.0M | 4.62% | 4.4M | New |
| 2 | GOOG | Alphabet Inc | $257.8M | 2.91% | 1.4M | New |
| 3 | PCAR | PACCAR Inc | $254.7M | 2.87% | 2.4M | New |
| 4 | CPRT | Copart Inc | $253.7M | 2.86% | 4.4M | New |
| 5 | IT | Gartner Inc | $244.8M | 2.76% | 505,292 | New |
| 6 | ROST | Ross Stores Inc | $230.2M | 2.60% | 1.5M | New |
| 7 | BRO | Brown & Brown Inc | $198.0M | 2.23% | 1.9M | New |
| 8 | AMZN | Amazon.com Inc | $162.7M | 1.83% | 741,418 | New |
| 9 | APH | Amphenol Corp | $157.7M | 1.78% | 2.3M | New |
| 10 | CSL | Carlisle Cos Inc | $148.2M | 1.67% | 401,822 | New |
| 11 | FISV | Fiserv Inc | $134.7M | 1.52% | 655,777 | New |
| 12 | ANET | Arista Networks Inc | $133.6M | 1.51% | 1.2M | New |
| 13 | CDW | CDW Corp/DE | $131.0M | 1.48% | 752,677 | New |
| 14 | LH | Labcorp Holdings Inc Com Usd0. | $123.4M | 1.39% | 538,178 | New |
| 15 | LBRDK | Liberty Broadband Corp | $122.7M | 1.38% | 1.6M | New |
| 16 | V | Visa Inc | $119.0M | 1.34% | 376,465 | New |
| 17 | TXN | Texas Instruments Inc | $115.1M | 1.30% | 613,706 | New |
| 18 | DLTR | Dollar Tree Inc | $113.3M | 1.28% | 1.5M | New |
| 19 | ADI | Analog Devices Inc | $111.5M | 1.26% | 524,664 | New |
| 20 | BRKB | Berkshire Hathaway Inc | $111.3M | 1.26% | 245,479 | New |
| 21 | LOW | Lowe's Cos Inc | $110.8M | 1.25% | 448,844 | New |
| 22 | ACN | Accenture PLC | $107.3M | 1.21% | 305,088 | New |
| 23 | WAT | Waters Corp | $104.6M | 1.18% | 282,076 | New |
| 24 | PGR | Progressive Corp | $103.6M | 1.17% | 432,488 | New |
| 25 | WRB | WR Berkley Corp | $98.4M | 1.11% | 1.7M | New |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR