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Terri Wilhelm

@Madison Asset Management, Llc

Latest period2024 - Q3ReportedManaged Assets$8.894BTotal holdings328
Assets growth rate10.08%Assets growth rate (2-Q avg)4.73%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Madison Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Madison Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.894B in assets, with a quarterly growth rate of 10.08% and a 2-quarter average growth rate of 4.73%. The portfolio is managed by Terri Wilhelm, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACGLArch Capital Group Ltd
Recent Activity
Increased 4.93%
5.31%
$471.408M
4.214M shares@ $111.88 avg price
ITGartner Inc
Recent Activity
Increased 8.81%
2.66%
$235.932M
465,569 shares@ $506.77 avg price
PCARPaccar Inc
Recent Activity
Increased 3.54%
2.58%
$229.456M
2.325M shares@ $98.68 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.59%
2.57%
$228.366M
1.366M shares@ $167.19 avg price
CPRTCopart Inc
Recent Activity
Increased 4.22%
2.46%
$217.96M
4.16M shares@ $52.4 avg price
ROSTRoss Stores Inc
Recent Activity
Increased 8.79%
2.29%
$203.066M
1.349M shares@ $150.51 avg price
BROBrown & Brown Inc
Recent Activity
Increased 4.04%
2.03%
$179.72M
1.735M shares@ $103.61 avg price
CSLCarlisle Cos Inc
Recent Activity
Increased 8.13%
1.89%
$167.212M
371,790 shares@ $449.75 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 2.68%
1.57%
$139.21M
747,114 shares@ $186.34 avg price
APHAmphenol Corp
Recent Activity
Increased 6.41%
1.53%
$135.262M
2.076M shares@ $65.17 avg price