Markel Group’s HEICO Corp HEI Stock Holding History

Markel Group’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,859	Closed	-$407K	–	142
2018 Q1	$407K	Sell	5,859 -1,465	-20%	-$95.8K	0.01%	133
2017 Q4	$354K	Hold	7,324	–	–	0.01%	133
2017 Q3	$337K	Hold	7,324	–	–	0.01%	137
2017 Q2	$269K	Hold	7,324	–	–	0.01%	136
2017 Q1	$262K	Hold	7,324	–	–	0.01%	133
2016 Q4	$231K	Hold	7,324	–	–	0.01%	133
2016 Q3	$208K	Buy	+7,324	New	+$207K	0.01%	129

Other funds holding HEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return