Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership4,503 shares
Latest Disclosed Value $ 1,318,254
Bragg Financial Advisors, Inc reports 0.07% increase in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 4,503 shares of Elevance Health, Inc. (AT:ELV) valued at $1,318,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,500 shares of Elevance Health, Inc.. This represents a change in shares of 0.07% 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.

Upgrade to unlock premium data and export to Excel .

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 INC FORMERLY COM 036752103 4,503 3 0.07 1,318 -16.42 0.0417
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,500 0 0.00 1,577 8.46 0.0514
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,500 -31 -0.68 1,454 -17.48 0.0481
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 4,531 13 0.29 1,762 -10.33 0.0630
2025-05-14 2025-03-31 13F ELEVANCE HEALTH COM 036752103 4,518 0 0.00 1,965 17.95 0.0808
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 4,518 0 0.00 1,667 -29.08 0.0675
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 4,518 -48 -1.05 2,349 -5.05 0.0967
2024-08-15 2024-06-30 13F ELEVANCE HEALTH COM 036752103 4,566 -10 -0.22 2,474 4.30 0.1104
2024-05-14 2024-03-31 13F/A-1 ELEVANCE HEALTH COM 036752103 4,576 -20 -0.44 2,373 9.46 0.1065
2024-05-14 2024-03-31 13F ELEVANCE HEALTH COM 036752103 4,576 -20 2,373 0.1065
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 4,596 0 0.00 2,167 8.30 0.1031
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 4,596 66 1.46 2,001 -0.55 0.1057
2023-08-15 2023-06-30 13F ELEVANCE HEALTH COM 036752103 4,530 0 0.00 2,013 -3.36 0.1105
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 4,530 0 0.00 2,083 -10.37 0.1229
2023-02-15 2022-12-31 13F ELEVANCE HEALTH COM 036752103 4,530 0 0.00 2,324 12.88 0.1413
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 4,530 0 0.00 2,058 -5.86 0.1419
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COM 036752103 4,530 0 0.00 2,186 -1.75 0.1453
2022-05-11 2022-03-31 13F ANTHEM COM 036752103 4,530 -1,802 -28.46 2,225 -5.76 0.1297
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 6,332 0 0.00 2,361 0.00 0.1513
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 6,332 32 0.51 2,361 -1.83 0.1513
2021-08-16 2021-06-30 13F ANTHEM COM 036752103 6,300 0 0.00 2,405 6.37 0.1536
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 6,300 0 0.00 2,261 11.76 0.1522
2021-02-11 2020-12-31 13F ANTHEM COM 036752103 6,300 0 0.00 2,023 19.56 0.1770
2020-11-13 2020-09-30 13F ANTHEM COM 036752103 6,300 -26 -0.41 1,692 1.68 0.1734
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 6,326 -1,006 -13.72 1,664 -0.06 0.1852
2020-05-15 2020-03-31 13F ANTHEM COM 036752103 7,332 -23 -0.31 1,665 -25.03 0.2237
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 7,355 0 0.00 2,221 25.76 0.2487
2019-11-14 2019-09-30 13F ANTHEM COM 036752103 7,355 14 0.19 1,766 -14.77 0.2147
2019-08-14 2019-06-30 13F ANTHEM COM 036752103 7,341 28 0.38 2,072 -1.29 0.2554
2019-05-13 2019-03-31 13F ANTHEM COM 036752103 7,313 13 0.18 2,099 9.49 0.2727
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 7,300 0 0.00 1,917 -4.20 0.2882
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 7,300 -40 -0.54 2,001 14.54 0.2689
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 7,340 0 0.00 1,747 8.31 0.2493
2018-05-14 2018-03-31 13F ANTHEM COM 036752103 7,340 0 0.00 1,613 -2.36 0.2360
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 7,340 0 0.00 1,652 18.51 0.2372
2017-11-14 2017-09-30 13F ANTHEM COM 036752103 7,340 0 0.00 1,394 0.94 0.2136
2017-08-14 2017-06-30 13F ANTHEM COM 036752103 7,340 0 0.00 1,381 13.76 0.2179
2017-05-16 2017-03-31 13F ANTHEM COM 036752103 7,340 0 0.00 1,214 15.07 0.1947
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 7,340 0 0.00 1,055 14.67 0.1739
2016-11-14 2016-09-30 13F ANTHEM COM 036752103 7,340 0 0.00 920 -4.56 0.1643
2016-08-15 2016-06-30 13F ANTHEM COM 036752103 7,340 -8 -0.11 964 -5.58 0.1737
2016-05-12 2016-03-31 13F ANTHEM COM 036752103 7,348 3,048 70.88 1,021 70.17 0.1963
2016-02-10 2015-12-31 13F ANTHEM COM 036752103 4,300 0 0.00 600 -0.33 0.1286
2015-11-12 2015-09-30 13F ANTHEM COM 036752103 4,300 0 0.00 602 -14.73 0.1440
2015-08-14 2015-06-30 13F ANTHEM COM 036752103 4,300 0 0.00 706 6.33 0.1615
2015-05-15 2015-03-31 13F ANTHEM COM 036752103 4,300 4,300 664 0.1530
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.