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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
GOOGAlphabet Inc
Recent Activity
Decreased -5.59%
2.57%
$228.366M
1.366M shares@ $167.19 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -2.88%
1.38%
$122.221M
531,004 shares@ $230.18 avg price
TXNTexas Instruments Inc
Recent Activity
Decreased -7.6%
1.35%
$119.713M
579,530 shares@ $206.57 avg price
FIFiserv Inc
Recent Activity
Decreased -1.96%
1.34%
$118.873M
661,692 shares@ $179.66 avg price
LOWLowe's Cos Inc
Recent Activity
Decreased -10.76%
1.32%
$116.852M
431,428 shares@ $270.86 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Decreased -2.2%
1.29%
$113.948M
247,572 shares@ $460.27 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.82%
1.25%
$110.504M
435,468 shares@ $253.77 avg price
MCMoelis & Co
Recent Activity
Decreased -11.94%
1.21%
$106.829M
1.559M shares@ $68.51 avg price
AAgilent Technologies Inc
Recent Activity
Decreased -1.05%
1.17%
$103.858M
699,474 shares@ $148.48 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -1.85%
1.17%
$103.174M
163,296 shares@ $631.83 avg price