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Seth Klarman

Baupost Group

Seth Klarman Willis Towers Watson PLC stake

total: 269

Baupost Group WTW trades

Total transactions:
19
New positions:
1
Added:
8
Reduced:
10
Held since:
2021 Q1
Held for:
21 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Seth Klarman holds 893,126 Willis Towers Watson PLC (WTW) shares with a market value of roughly $259.63M accounting for 5.08% of the overall portfolio. To date, the estimated cost basis is nearly $234.06 for "buy" trades and estimated average "sell" price is $258.14. Baupost Group first purchased WTW in 2021 Q1, initially acquiring about 2.50M shares. Since the initial investment in Willis Towers Watson PLC (WTW), Baupost Group has made 18 more transactions.

How many WTW shares does Seth Klarman currently hold?

According to 2026 Q1 report, Seth Klarman holds 893,126 shares of Willis Towers Watson PLC (WTW), valued at around $259.63M.

When did Seth Klarman buy Willis Towers Watson PLC (WTW)?

Seth Klarman first invested in Willis Towers Watson PLC (WTW) in 2021 Q1 at the reported quarter-end price of $228.88 per share.

What's the cost basis of Baupost Group's WTW stake?

The estimated cost basis for Willis Towers Watson PLC (WTW) stake is around $234.06 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$234.06
Weighted AVG sell price:
$258.14

Seth Klarman's historical trades in Willis Towers Watson PLC

19 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
5.08%
893,126
$290.70
$259,632,000
-34.21% (-464,475)
-2.56%
2025 Q4
8.45%
1,357,601
$328.60
$446,108,000
+24.66% (+268,536)
+1.67%
2025 Q3
7.85%
1,089,065
$345.45
$376,218,000
-17.13% (-225,119)
-1.88%
2025 Q2
9.75%
1,314,184
$306.50
$402,797,000
-13.86% (-211,483)
-1.85%
2025 Q1
14.75%
1,525,667
$337.95
$515,599,000
-16.94% (-311,081)
-3.06%
2024 Q4
16.75%
1,836,748
$313.24
$575,343,000
+3.12% (+55,542)
+0.51%
2024 Q3
14.92%
1,781,206
$294.53
$524,619,000
+7.78% (+128,558)
+1.08%
2024 Q2
11.92%
1,652,648
$262.14
$433,225,000
+6.23% (+96,981)
+0.7%
2023 Q3
6.23%
1,555,667
$208.96
$325,072,000
+72.40% (+653,300)
+2.62%
2023 Q2
3.78%
902,367
$235.50
$212,507,000
+5.09% (+43,700)
+0.18%
2023 Q1
3.41%
$232.38
-32.96% (-422,241)
2022 Q4
5.11%
$244.58
-0.35% (-4,520)
2022 Q3
4.46%
$200.94
+38.67% (+358,462)
2022 Q2
2.70%
$197.39
-24.70% (-304,000)
2022 Q1
3.13%
$236.22
-1.52% (-19,034)
2021 Q4
2.93%
$237.49
+25.00% (+250,000)
2021 Q3
2.14%
$232.46
-47.13% (-891,526)
2021 Q2
3.53%
$230.02
-24.34% (-608,474)
2021 Q1
4.56%
$228.88
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.