Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership40,447 shares
Latest Disclosed Value $ 11,841
Amalgamated Bank reports 4.16% decrease in ownership of ELV / Elevance Health, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 40,447 shares of Elevance Health, Inc. (AT:ELV) valued at $11,841 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 42,203 shares of Elevance Health, Inc.. This represents a change in shares of -4.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F ELEVANCE HEALTH COM 036752103 40,447 -1,756 -4.16 12 -21.43 0.0906
2026-02-05 2025-12-31 13F ELEVANCE HEALTH COM 036752103 42,203 -557 -1.30 15 7.69 0.1068
2025-10-29 2025-09-30 13F ELEVANCE HEALTH COM 036752103 42,760 -853 -1.96 14 -18.75 0.0987
2025-08-04 2025-06-30 13F ELEVANCE HEALTH COM 036752103 43,613 -2,310 -5.03 17 -15.79 0.1310
2025-04-25 2025-03-31 13F ELEVANCE HEALTH COM 036752103 45,923 680 1.50 20 18.75 0.1709
2025-02-04 2024-12-31 13F ELEVANCE HEALTH COM 036752103 45,243 -2,750 -5.73 17 -33.33 0.1370
2024-10-30 2024-09-30 13F ELEVANCE HEALTH COM 036752103 47,993 623 1.32 25 -4.00 0.2056
2024-08-12 2024-06-30 13F ELEVANCE HEALTH COM 036752103 47,370 -1,681 -3.43 26 0.00 0.2186
2024-04-23 2024-03-31 13F ELEVANCE HEALTH COM 036752103 49,051 -8,527 -14.81 25 -7.41 0.2175
2024-02-06 2023-12-31 13F ELEVANCE HEALTH COM 036752103 57,578 -2,997 -4.95 27 3.85 0.2166
2023-11-08 2023-09-30 13F ELEVANCE HEALTH COM 036752103 60,575 -2,000 -3.20 26 -3.70 0.2246
2023-08-11 2023-06-30 13F ELEVANCE HEALTH COM 036752103 62,575 -2,130 -3.29 28 -6.90 0.2250
2023-05-02 2023-03-31 13F ELEVANCE HEALTH COM 036752103 64,705 1,139 1.79 30 -9.37 0.2536
2023-02-10 2022-12-31 13F ELEVANCE HEALTH COM 036752103 63,566 -915 -1.42 33 -99.89 0.2908
2022-11-09 2022-09-30 13F ELEVANCE HEALTH COM 036752103 64,481 1,365 2.16 29,290 -3.84 0.2828
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COM 036752103 63,116 -1,982 -3.04 30,459 -4.75 0.2839
2022-08-25 2022-03-31 13F/A-1 ELEVANCE HEALTH COM 036752103 65,098 -4,347 -6.26 31,977 -0.66 0.2484
2022-06-30 2022-03-31 13F ANTHEM COM 036752103 65,098 -4,347 31,977 0.2539
2022-02-15 2021-12-31 13F/A-1 ANTHEM COM 036752103 69,445 2,299 3.42 32,191 28.60 0.2376
2022-02-15 2021-12-31 13F ANTHEM COM 036752103 69,445 2,299 32,191 0.2376
2021-10-29 2021-09-30 13F ANTHEM COM 036752103 67,146 -2,595 -3.72 25,032 -5.99 0.2114
2021-08-16 2021-06-30 13F ANTHEM COM 036752103 69,741 55,726 397.62 26,627 429.26 0.2134
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 14,015 -589 -4.03 5,031 7.29 0.1887
2021-02-12 2020-12-31 13F ANTHEM COM 036752103 14,604 -244 -1.64 4,689 17.58 0.1777
2020-10-30 2020-09-30 13F ANTHEM COM 036752103 14,848 -362 -2.38 3,988 -0.30 0.1734
2020-08-10 2020-06-30 13F ANTHEM COM 036752103 15,210 -23,152 -60.35 4,000 -54.08 0.1851
2020-05-13 2020-03-31 13F ANTHEM COM 036752103 38,362 -1,355 -3.41 8,710 -27.39 0.2129
2020-02-13 2019-12-31 13F ANTHEM COM 036752103 39,717 1,448 3.78 11,996 30.56 0.2208
2019-11-13 2019-09-30 13F ANTHEM COM 036752103 38,269 2,122 5.87 9,188 -9.93 0.1932
2019-08-14 2019-06-30 13F ANTHEM COM 036752103 36,147 2,975 8.97 10,201 7.15 0.2381
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 33,172 1,107 3.45 9,520 13.05 0.2307
2019-02-15 2018-12-31 13F ANTHEM COM 036752103 32,065 -706 -2.15 8,421 -6.24 0.2386
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 32,771 -137 -0.42 8,981 14.66 0.2221
2018-07-18 2018-06-30 13F ANTHEM COM 036752103 32,908 922 2.88 7,833 11.47 0.1914
2018-05-22 2018-03-31 13F ANTHEM COM 036752103 31,986 -414 -1.28 7,027 -3.61 0.1864
2018-02-13 2017-12-31 13F ANTHEM COM 036752103 32,400 1,977 6.50 7,290 26.19 0.1973
2017-11-09 2017-09-30 13F ANTHEM COM 036752103 30,423 686 2.31 5,777 3.27 0.1799
2017-08-10 2017-06-30 13F ANTHEM COM 036752103 29,737 10,831 57.29 5,594 78.89 0.1834
2017-05-12 2017-03-31 13F ANTHEM COM 036752103 18,906 -1,561 -7.63 3,127 6.25 0.1556
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 20,467 5,007 32.39 2,943 51.94 0.1330
2016-11-15 2016-09-30 13F/A-1 ANTHEM COM 036752103 15,460 90 0.59 1,937 -1.68 0.1124
2016-11-14 2016-09-30 13F ANTHEM COM 036752103 5,955 746
2016-08-16 2016-06-30 13F ANTHEM COM 036752103 15,370 5,757 59.89 1,970 47.46 0.1140
2016-05-11 2016-03-31 13F ANTHEM COM 036752103 9,613 2,502 35.18 1,336 34.68 0.1302
2016-02-10 2015-12-31 13F ANTHEM COM 036752103 7,111 -2,209 -23.70 992 -23.98 0.1224
2015-11-04 2015-09-30 13F ANTHEM COM 036752103 9,320 261 2.88 1,305 -12.24 0.1369
2015-07-10 2015-06-30 13F ANTHEM COM 036752103 9,059 237 2.69 1,487 9.18 0.1461
2015-04-22 2015-03-31 13F ANTHEM COM 036752103 8,822 8,822 1,362 0.1663
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.