Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership414 shares
Latest Disclosed Value $ 121,198
Ancora Advisors, LLC reports 56.82% increase in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 414 shares of Elevance Health, Inc. (AT:ELV) valued at $121,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 264 shares of Elevance Health, Inc.. This represents a change in shares of 56.82% 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)
2026-05-15 2026-03-31 13F ELEVANCE HEALTH COM 036752103 414 150 56.82 121 31.52 0.0015
2026-02-17 2025-12-31 13F ELEVANCE HEALTH COM 036752103 264 132 100.00 93 119.05 0.0019
2025-11-14 2025-09-30 13F ELEVANCE HEALTH COM 036752103 132 -105 -44.30 43 -54.35 0.0009
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 237 25 11.79 92 0.00 0.0019
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 212 2 0.95 92 19.48 0.0021
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 210 9 4.48 77 -25.96 0.0017
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 201 2 1.01 105 -2.80 0.0024
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 199 0 0.00 108 3.88 0.0027
2024-05-16 2024-03-31 13F ELEVANCE HEALTH COM 036752103 199 0 0.00 103 10.75 0.0023
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 199 0 0.00 94 8.14 0.0022
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 199 0 0.00 87 -2.27 0.0023
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 199 0 0.00 88 -3.30 0.0023
2023-05-16 2023-03-31 13F ELEVANCE HEALTH COM 036752103 199 -3 -1.49 92 -12.50 0.0026
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 202 46 29.49 104 46.48 0.0030
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 156 -5 -3.11 71 -8.97 0.0022
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COM 036752103 161 45 38.79 78 36.84 0.0022
2022-05-16 2022-03-31 13F/A-1 ANTHEM COM 036752103 116 13 12.62 57 18.75 0.0014
2022-05-13 2022-03-31 13F ANTHEM INC COM COM 036752103 107 4 38 0.0007
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 103 0 0.00 48 26.32 0.0011
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 103 0 0.00 38 -2.56 0.0010
2021-11-12 2021-06-30 13F/A-1 ANTHEM COM 036752103 103 -4 -3.74 39 2.63 0.0010
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 103 -4 39 0.0010
2021-11-12 2021-03-31 13F/A-1 ANTHEM INC COM COM 036752103 107 4 3.88 38 15.15 0.0010
2021-05-14 2021-03-31 13F ANTHEM INC COM COM 036752103 107 4 38 0.0010
2021-11-12 2020-12-31 13F/A-1 ANTHEM COM 036752103 103 -6 -5.50 33 13.79 0.0011
2021-02-12 2020-12-31 13F ANTHEM COM 036752103 103 -6 33 0.0011
2021-11-12 2020-09-30 13F/A-1 ANTHEM COM 036752103 109 36 49.32 29 52.63 0.0012
2020-11-13 2020-09-30 13F ANTHEM COM 036752103 109 36 29 0.0012
2021-11-12 2020-06-30 13F/A-1 ANTHEM COM 036752103 73 0 0.00 19 11.76 0.0008
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 73 0 19 0.0008
2021-11-12 2020-03-31 13F/A-1 ANTHEM COM 036752103 73 0 0.00 17 -22.73 0.0008
2020-05-14 2020-03-31 13F ANTHEM COM 036752103 73 0 17 0.0008
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 73 73 22 0.0008
2019-11-14 2018-12-31 13F/A-1 ANTHEM COM 036752103 0 -102 -100.00 0 -100.00
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 102 102 28 0.0011
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.