Exited position

Jeff Smith’s Willis Towers Watson Plc Ltd (WTW) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2021Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.25MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Willis Towers Watson Plc Ltd in Q4 2021. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q3 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2023
Sold the entire position−508.88K shares · No shares reported at quarter-end
Q2 2023
Sold 72.0% of the position−1.31M shares · 508.88K shares remained
Filing context

Quarter-end price $235.50 · Estimated holding basis $235.60

Q1 2023
Sold 5.5% of the position−106.09K shares · 1.82M shares remained
Filing context

Quarter-end price $232.38 · Estimated holding basis $235.60

Q4 2022
Sold 13.7% of the position−306.72K shares · 1.93M shares remained
Filing context

Quarter-end price $244.58 · Estimated holding basis $235.60

Q3 2022
Sold 0.6% of the position−13.30K shares · 2.23M shares remained
Filing context

Quarter-end price $200.94 · Estimated holding basis $235.60

Q2 2022
Bought 4.9% more+104.64K shares · 2.25M shares reported after the change
Filing context

Quarter-end price $197.39 · Estimated holding basis $235.60

Portfolio importance

How important was Willis Towers Watson Plc Ltd in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight2.6%Q2 2023
Last reported rank#12of 48 reported positions
Peak portfolio weight9.9%Q3 2022
Best historical rank#3Q4 2022
At peak importanceQ3 2022
WTW
9.9%
Largest holding
12.9%
Cross-investor discovery

Who else owns Willis Towers Watson Plc Ltd?

Also reported by 3 other tracked investors in their latest verified filings.

David AbramsAbrams Capital Management, L.P.
WTW3.4% of reported portfolio
Joel GreenblattGotham Asset Management
WTW0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
WTW0.0% of reported portfolio
Explore Willis Towers Watson Plc Ltd across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$309.982026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.