BAUPOST GROUP LLC/MA WTW — WILLIS TOWERS WATSON PLC LTD

Ownership history in BAUPOST GROUP LLC/MA  ·  21 quarters on record

AI Ownership Summary

BAUPOST GROUP LLC/MA reported WILLIS TOWERS WATSON PLC LTD (WTW) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 16.75% in 2024 Q4. The latest visible filing shows WTW at 5.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAUPOST GROUP LLC/MA's position in WILLIS TOWERS WATSON PLC LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WTW was reported at 5.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTW stock page BAUPOST GROUP LLC/MA fund profile BAUPOST GROUP LLC/MA full holdings
How BAUPOST GROUP LLC/MA held WTW — position size vs. price
% of Fund (quarterly)    WTW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 893,126 -464,475 -34.2% 5.08% $260K 2026-05-14 $247.64
2025 Q4 ADDED — — — 1,357,601 +268,536 +24.7% 8.45% $446.1M 2026-02-13 $286.79
2025 Q3 REDUCED 17.1% -3.3% ✅ 1,089,065 -225,119 -17.1% 7.85% $376.2M 2025-11-13 $322.33
2025 Q2 REDUCED 13.9% +11.7% ❌ 1,314,184 -211,483 -13.9% 9.75% $402.8M 2025-08-13 $331.77
2025 Q1 REDUCED 16.9% -9.0% ✅ 1,525,667 -311,081 -16.9% 14.75% $515.6M 2025-05-14 $299.81
2024 Q4 ADDED — — — 1,836,748 +55,542 +3.1% 16.75% $575.3M 2025-02-13 $317.63
2024 Q3 ADDED — — — 1,781,206 +128,558 +7.8% 14.92% $524.6M 2024-11-13 $311.43
2024 Q2 ADDED — — — 1,652,648 +96,981 +6.2% 11.92% $433.2M 2024-08-13 $269.15
2024 Q1 UNCHANGED — — — 1,555,667 — 0% 11.72% $427.8M 2024-05-14 $247.95
2023 Q4 UNCHANGED — — — 1,555,667 — 0% 8.18% $375.2M 2024-02-13 $263.67
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WTW

As of 2026 Q1 — sorted by position size

WESTPORT ASSET MANAGEMENT INC 3Y 7Y 8.89% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.52% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 6.31% ABRAMS CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.52% GFS Advisors, LLC 3Y 7Y 3.37% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 2.94% HARRIS ASSOCIATES L P 3Y 7Y 2.33% Artisan Partners Limited Partnership 3Y 7Y 1.77% First Eagle Investment Management, LLC 3Y 7Y 1.67% South Shore Capital Advisors 3Y 1.65%

FAQ About BAUPOST GROUP LLC/MA and WTW

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAUPOST GROUP LLC/MA reported owning WTW?

BAUPOST GROUP LLC/MA reported WTW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WTW position in BAUPOST GROUP LLC/MA's portfolio?

The largest reported portfolio weight for WTW was 16.75% in 2024 Q4.

What is the latest reported WTW position on this page?

The most recent filing on this page is 2026 Q1, when BAUPOST GROUP LLC/MA reported 893,126 shares, equal to 5.08% of portfolio, with an estimated market value of $260K.

What does the chart on this WTW ownership page compare?

The chart compares BAUPOST GROUP LLC/MA's quarterly WTW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAUPOST GROUP LLC/MA time their WTW position?

Based on 13F filing dates vs. subsequent WTW price moves, BAUPOST GROUP LLC/MA correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on WTW relative to SPY over the holding period was -12.3%.

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