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NORTHWESTERN UNIVERSITY

NORTHWESTERN UNIVERSITY is an institution, managing $56.5M across 3 long positions as of Q3 2025 with 100% Financial Services concentration, with only 3 positions, and 88% allocation to BRK.A.

Portfolio Value
$56.5M
Positions
3
Top Holding
BRK.A at 88.05%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in NORTHWESTERN UNIVERSITY's portfolio (100% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
Insurance - Diversified
Financial Services
$49.8M
88.05%
0.00%
66.0 shares
Insurance - Specialty
Financial Services
$6.7M
11.87%
0.09%
119.0K shares
Unknown
Unknown
$43.4K
0.08%
-$142.4K
Sold
0.03%
6.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NORTHWESTERN UNIVERSITY's latest filing

See all changes
Market Value
$56.5M
Prior: $56.4M
Q/Q Change
+0.294%
+$165.6K
Net Flows % of MV
-0.252%
Turnover Ratio
0.126%
New Purchases
0 stocks
-
Added To
0 stocks
+-
Sold Out Of
0 stocks
-
Reduced Holdings
1 stocks
-$142.4K

Increased Positions

PositionShares Δ
No increased positions

Decreased Positions

PositionShares Δ
-76.64%

Analytics

Portfolio insights and performance metrics for NORTHWESTERN UNIVERSITY

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Sector Allocation

Financial Services: 99.90%Financial Services
Financial Services
99.90%

Market Cap Distribution

Mega Cap (> $200B): 88.05%Mega Cap (> $200B)Mid Cap ($2B - $10B): 11.87%Mid Cap ($2B - $10B)Micro Cap ($50M - $300M): 0.08%
Mega Cap (> $200B)
88.05%
Mid Cap ($2B - $10B)
11.87%
Micro Cap ($50M - $300M)
0.08%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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