Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionBurney Co/
Latest Disclosed Ownership4,318 shares
Latest Disclosed Value $ 1,264,021
Burney Co/ reports 1.66% decrease in ownership of ELV / Elevance Health, Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 4,318 shares of Elevance Health, Inc. (AT:ELV) valued at $1,264,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,391 shares of Elevance Health, Inc.. This represents a change in shares of -1.66% 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)
2026-04-29 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,318 -73 -1.66 1,264 -17.87 0.0395
2026-01-23 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,391 -1,329 -23.23 1,539 -16.72 0.0480
2025-10-16 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 5,720 -453 -7.34 1,848 -23.00 0.0588
2025-08-05 2025-06-30 13F ELEVANCE HEALTH COM 036752103 6,173 -346 -5.31 2,401 -15.34 0.0813
2025-05-06 2025-03-31 13F ELEVANCE HEALTH COM 036752103 6,519 -321 -4.69 2,835 12.37 0.1032
2025-01-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 6,840 -498 -6.79 2,523 -33.87 0.0892
2024-10-18 2024-09-30 13F ELEVANCE HEALTH COM 036752103 7,338 -1,320 -15.25 3,816 -18.67 0.1357
2024-07-29 2024-06-30 13F ELEVANCE HEALTH COM 036752103 8,658 -252 -2.83 4,691 1.54 0.1792
2024-05-22 2024-03-31 13F ELEVANCE HEALTH COM 036752103 8,910 28 0.32 4,620 10.32 0.1760
2024-02-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 8,882 -265 -2.90 4,188 5.17 0.1763
2023-11-08 2023-09-30 13F ELEVANCE HEALTH COM 036752103 9,147 56 0.62 3,983 -1.39 0.1866
2023-08-09 2023-06-30 13F ELEVANCE HEALTH COM 036752103 9,091 -575 -5.95 4,039 -9.14 0.1851
2023-05-10 2023-03-31 13F ELEVANCE HEALTH COM 036752103 9,666 2,268 30.66 4,444 17.13 0.2190
2023-02-06 2022-12-31 13F ELEVANCE HEALTH COM 036752103 7,398 84 1.15 3,795 14.21 0.1922
2022-11-15 2022-09-30 13F ELEVANCE HEALTH COM 036752103 7,314 -180 -2.40 3,322 -8.13 0.1834
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 7,494 -50 -0.66 3,616 -2.43 0.1902
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 7,544 -45 -0.59 3,706 5.34 0.1521
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 7,589 126 1.69 3,518 26.46 0.1519
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 7,463 -128 -1.69 2,782 -4.00 0.1306
2021-08-06 2021-06-30 13F ANTHEM COM 036752103 7,591 -525 -6.47 2,898 -0.51 0.1348
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 8,116 6 0.07 2,913 11.87 0.1437
2021-02-11 2020-12-31 13F ANTHEM COM 036752103 8,110 -1,896 -18.95 2,604 -3.12 0.1429
2020-12-14 2020-09-30 13F ANTHEM COM 036752103 10,006 -315 -3.05 2,688 -0.96 0.1666
2020-08-13 2020-06-30 13F ANTHEM COM 036752103 10,321 -432 -4.02 2,714 11.18 0.1761
2020-05-13 2020-03-31 13F ANTHEM COM 036752103 10,753 -944 -8.07 2,441 -30.91 0.1876
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 11,697 3,336 39.90 3,533 76.03 0.1947
2019-11-12 2019-09-30 13F ANTHEM COM 036752103 8,361 -302 -3.49 2,007 -17.91 0.1202
2019-08-12 2019-06-30 13F ANTHEM COM 036752103 8,663 1,642 23.39 2,445 21.34 0.1483
2019-05-13 2019-03-31 13F ANTHEM COM 036752103 7,021 -214 -2.96 2,015 6.05 0.1249
2019-02-12 2018-12-31 13F ANTHEM COM 036752103 7,235 1,684 30.34 1,900 24.92 0.1337
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 5,551 -1,890 -25.40 1,521 -14.12 0.0906
2018-08-13 2018-06-30 13F ANTHEM COM 036752103 7,441 1,739 30.50 1,771 41.34 0.1038
2018-05-08 2018-03-31 13F ANTHEM COM 036752103 5,702 -1,607 -21.99 1,253 -23.83 0.0776
2018-02-13 2017-12-31 13F ANTHEM COM 036752103 7,309 1,494 25.69 1,645 49.00 0.0930
2017-11-13 2017-09-30 13F/A-1 Anthem COM 036752103 5,815 -245 -4.04 1,104 -2.65 0.0717
2017-11-09 2017-09-30 13F Anthem COM 036752103 6,060 0 1,134
2017-08-09 2017-06-30 13F Anthem COM 036752103 6,060 -790 -11.53 1,134 0.09 0.0743
2017-05-11 2017-03-31 13F Anthem COM 036752103 6,850 -280 -3.93 1,133 10.54 0.0746
2017-02-07 2016-12-31 13F Anthem COM 036752103 7,130 -620 -8.00 1,025 3.85 0.0697
2016-11-14 2016-09-30 13F Anthem COM 036752103 7,750 -285 -3.55 987 -6.45 0.0696
2016-08-10 2016-06-30 13F Anthem COM 036752103 8,035 -379 -4.50 1,055 -9.75 0.0757
2016-05-02 2016-03-31 13F Anthem COM 036752103 8,414 -454 -5.12 1,169 -5.88 0.0851
2016-02-09 2015-12-31 13F Anthem COM 036752103 8,868 1,165 15.12 1,242 15.21 0.0920
2015-11-03 2015-09-30 13F Anthem COM 036752103 7,703 -785 -9.25 1,078 -22.61 0.0830
2015-08-10 2015-06-30 13F Anthem COM 036752103 8,488 -281 -3.20 1,393 2.88 0.0948
2015-05-12 2015-03-31 13F Anthem COM 036752103 8,769 754 9.41 1,354 34.46 0.0928
2015-02-11 2014-12-31 13F ANTHEM COM 036752103 8,015 8,015 1,007 0.0797
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.