Selling your largest position can be a tough mental hurdle to clear but being on the lookout for red-flags can help you make the right decision. In the following video, Motley Fool analsyts David Hanson and Matt Koppenheffer tell viewers when they would sell their top holdings: Markel and AIG, respectively.
David points to poor insurance underwriting, the exit of CIO Tom Gayner, and a lofty multiple as reasons he would dump shares, while Matt highlights to importance of a smooth executive transition atop AIG.