Exited position

Seth Klarman’s Willis Towers Watson Plc Ltd (WTW) position

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

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2021Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.50MHighest verified quarter-end share count
Quarters reported21Verified quarters with shares above zero
What happened?

Baupost Group first reported Willis Towers Watson Plc Ltd in Q1 2021. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q2 2026, 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.

Q2 2026
Sold the entire position−893.13K shares · No shares reported at quarter-end
Q1 2026
Sold 34.2% of the position−464.48K shares · 893.13K shares remained
Filing context

Quarter-end price $290.70 · Estimated holding basis $247.73

Q4 2025
Bought 24.7% more+268.54K shares · 1.36M shares reported after the change
Filing context

Quarter-end price $328.60 · Estimated holding basis $247.73

Q3 2025
Sold 17.1% of the position−225.12K shares · 1.09M shares remained
Filing context

Quarter-end price $345.45 · Estimated holding basis $227.79

Q2 2025
Sold 13.9% of the position−211.48K shares · 1.31M shares remained
Filing context

Quarter-end price $306.50 · Estimated holding basis $227.79

Q1 2025
Sold 16.9% of the position−311.08K shares · 1.53M shares remained
Filing context

Quarter-end price $337.95 · Estimated holding basis $227.79

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Willis Towers Watson Plc Ltd in Baupost Group’s reported portfolio?

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

Last reported portfolio weight5.1%Q1 2026
Last reported rank#8of 22 reported positions
Peak portfolio weight16.8%Q4 2024
Best historical rank#1Q4 2024
At peak importanceQ4 2024
WTW
16.8%
Largest holding
16.8%
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 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’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.