Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership5,156 shares
Latest Disclosed Value $ 1,509,389
Baird Financial Group, Inc. reports 54.70% decrease in ownership of ELV / Elevance Health, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 5,156 shares of Elevance Health, Inc. (AT:ELV) valued at $1,509,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,382 shares of Elevance Health, Inc.. This represents a change in shares of -54.70% 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)
2026-05-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 5,156 -6,226 -54.70 1,509 -62.18 0.0013
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM COMMON 036752103 11,382 -1,089 -8.73 3,990 -0.97 0.0062
2025-11-13 2025-09-30 13F ELEVANCE HEALTH COMMON 036752103 12,471 -28,503 -69.56 4,030 -74.72 0.0065
2025-08-13 2025-06-30 13F ELEVANCE HEALTH INC COM COMMON 036752103 40,974 -601 -1.45 15,937 -11.87 0.0279
2025-05-15 2025-03-31 13F ELEVANCE HEALTH INC COM COMMON 036752103 41,575 25,443 157.72 18,083 203.86 0.0348
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COMMON 036752103 16,132 -3,249 -16.76 5,951 -40.95 0.0114
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COMMON 036752103 19,381 1,299 7.18 10,078 2.87 0.0196
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COMMON 036752103 18,082 705 4.06 9,798 8.73 0.0203
2024-05-14 2024-03-31 13F ELEVANCE HEALTH COMMON 036752103 17,377 1,075 6.59 9,011 17.21 0.0189
2024-02-14 2023-12-31 13F ANTHEM COMMON 036752103 16,302 399 2.51 7,687 11.02 0.0175
2023-11-13 2023-09-30 13F ANTHEM COMMON 036752103 15,903 -14,718 -48.07 6,924 -49.10 0.0189
2023-08-11 2023-06-30 13F ANTHEM COMMON 036752103 30,621 17,844 139.66 13,605 131.56 0.0359
2023-05-15 2023-03-31 13F ANTHEM COMMON 036752103 12,777 -165 -1.27 5,875 97,816.67 0.0145
2023-02-13 2022-12-31 13F ANTHEM COMMON 036752103 12,942 1,396 12.09 7 -99.89 0.0175
2022-11-15 2022-09-30 13F ANTHEM COMMON 036752103 11,546 -3,693 -24.23 5,245 -28.67 0.0155
2022-08-08 2022-06-30 13F ELEVANCE HEALTH COMMON 036752103 15,239 369 2.48 7,353 0.66 0.0204
2022-05-13 2022-03-31 13F ANTHEM COMMON 036752103 14,870 57 0.38 7,305 6.39 0.0181
2022-02-09 2021-12-31 13F ANTHEM INC COM COMMON 036752103 14,813 30 0.20 6,866 24.59 0.0161
2021-11-12 2021-09-30 13F ANTHEM INC COM COMMON 036752103 14,783 3,761 34.12 5,511 30.96 0.0141
2021-08-11 2021-06-30 13F ANTHEM INC COM COMMON 036752103 11,022 436 4.12 4,208 10.74 0.0109
2021-05-13 2021-03-31 13F ANTHEM INC COM COMMON 036752103 10,586 -921 -8.00 3,800 2.84 0.0107
2021-02-11 2020-12-31 13F ANTHEM INC COM COMMON 036752103 11,507 -927 -7.46 3,695 10.63 0.0110
2020-11-12 2020-09-30 13F ANTHEM INC COM COMMON 036752103 12,434 -53 -0.42 3,340 1.71 0.0114
2020-10-22 2020-06-30 13F/A-1 ANTHEM INC COM COMMON 036752103 12,487 1,334 11.96 3,284 29.70 0.0124
2020-08-14 2020-06-30 13F ANTHEM INC COM COMMON 036752103 13,140 1,987 3,921 7,770.5312
2020-05-14 2020-03-31 13F ANTHEM INC COM COMMON 036752103 11,153 -418 -3.61 2,532 -27.55 0.0116
2020-02-14 2019-12-31 13F ANTHEM INC COM COMMON 036752103 11,571 119 1.04 3,495 27.09 0.0125
2019-11-14 2019-09-30 13F ANTHEM Common 036752103 11,452 351 3.16 2,750 -12.20 0.0108
2019-08-14 2019-06-30 13F ANTHEM COMMON 036752103 11,101 -7,821 -41.33 3,132 -42.32 0.0122
2019-05-14 2019-03-31 13F ANTHEM COMMON 036752103 18,922 9,497 100.76 5,430 119.31 0.0318
2019-02-14 2018-12-31 13F Anthem COMMON 036752103 9,425 -7,194 -43.29 2,476 -46.06 0.0168
2018-11-13 2018-09-30 13F Anthem COMMON 036752103 16,619 8,295 99.65 4,590 131.58 0.0288
2018-08-13 2018-06-30 13F Anthem COMMON 036752103 8,324 -88 -1.05 1,982 7.25 0.0135
2018-05-14 2018-03-31 13F ANTHEM COMMON 036752103 8,412 88 1.06 1,848 -1.33 0.0130
2018-02-09 2017-12-31 13F ANTHEM COMMON 036752103 8,324 5,267 172.29 1,873 222.93 0.0133
2017-11-14 2017-09-30 13F ANTHEM COMMON 036752103 3,057 174 6.04 580 7.01 0.0044
2017-08-14 2017-06-30 13F ANTHEM COMMON 036752103 2,883 199 7.41 542 22.07 0.0042
2017-06-19 2017-03-31 13F/A-1 ANTHEM COMMON 036752103 2,684 243 9.95 444 26.50 0.0036
2017-05-09 2017-03-31 13F ANTHEM COMMON 036752103 2,684 444
2017-02-10 2016-12-31 13F ANTHEM COMMON 036752103 2,441 0 0.00 351 14.71 0.0030
2016-11-10 2016-09-30 13F ANTHEM COMMON 036752103 2,441 -66 -2.63 306 -8.11 0.0027
2016-08-11 2016-06-30 13F ANTHEM COMMON 036752103 2,507 -572 -18.58 333 -22.20 0.0031
2016-05-12 2016-03-31 13F ANTHEM COMMON 036752103 3,079 -1,155 -27.28 428 -27.58 0.0041
2016-02-11 2015-12-31 13F ANTHEM COMMON 036752103 4,234 -867 -17.00 591 -17.23 0.0059
2015-11-12 2015-09-30 13F ANTHEM COMMON 036752103 5,101 -205 -3.86 714 -18.03 0.0076
2015-08-14 2015-06-30 13F ANTHEM COMMON 036752103 5,306 5,306 871 0.0086
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.