Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionCi Investments Inc.
Latest Disclosed Ownership16,614 shares
Latest Disclosed Value $ 4,863,749
Ci Investments Inc. reports 12.04% increase in ownership of ELV / Elevance Health, Inc.

On May 13, 2026 - Ci Investments Inc. filed a 13F-HR form disclosing ownership of 16,614 shares of Elevance Health, Inc. (AT:ELV) valued at $4,863,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,829 shares of Elevance Health, Inc.. This represents a change in shares of 12.04% 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)
2026-05-13 2026-03-31 13F ELEVANCE HEALTH COM 036752103 16,614 1,785 12.04 4,864 -6.44 0.0236
2026-02-12 2025-12-31 13F ELEVANCE HEALTH COM 036752103 14,829 -1,430 -8.80 5,198 103,860.00 0.0228
2025-11-12 2025-09-30 13F ELEVANCE HEALTH COM 036752103 16,259 -10,128 -38.38 5 -50.00 0.0191
2025-08-12 2025-06-30 13F ELEVANCE HEALTH COM 036752103 26,387 8,187 44.98 10 42.86 0.0385
2025-05-13 2025-03-31 13F ELEVANCE HEALTH COM 036752103 18,200 -3,100 -14.55 8 0.00 0.0334
2025-02-12 2024-12-31 13F ELEVANCE HEALTH COM 036752103 21,300 -43,451 -67.10 8 -78.79 0.0296
2024-11-12 2024-09-30 13F ELEVANCE HEALTH COM 036752103 64,751 9,372 16.92 34 10.00 0.1281
2024-08-12 2024-06-30 13F ELEVANCE HEALTH COM 036752103 55,379 1,188 2.19 30 7.14 0.1182
2024-05-13 2024-03-31 13F ELEVANCE HEALTH COM 036752103 54,191 40,958 309.51 28 366.67 0.1115
2024-02-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 13,233 -900 -6.37 6 0.00 0.0323
2023-11-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 14,133 -1,532 -9.78 6 0.00 0.0343
2023-08-11 2023-06-30 13F ELEVANCE HEALTH COM 036752103 15,665 -89,451 -85.10 7 -87.50 0.0351
2023-05-12 2023-03-31 13F ELEVANCE HEALTH COM 036752103 105,116 -68,359 -39.41 48 -45.45 0.2432
2023-02-10 2022-12-31 13F ANTHEM COM 036752103 173,475 -66,504 -27.71 89 -99.92 0.4500
2022-11-14 2022-09-30 13F ANTHEM COM 036752103 239,979 -1,516 -0.63 109,008 -6.46 0.5656
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 241,495 -54,432 -18.39 116,541 -19.83 0.5436
2022-05-12 2022-03-31 13F ANTHEM COM 036752103 295,927 -12,488 -4.05 145,366 2.14 0.5348
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 308,415 -11,540 -3.61 142,323 19.32 0.4911
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 319,955 -136,962 -29.98 119,279 -31.63 0.4441
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 456,917 -163,627 -26.37 174,451 -21.68 0.6395
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 620,544 -162,752 -20.78 222,744 -11.44 0.9394
2021-02-09 2020-12-31 13F ANTHEM COM 036752103 783,296 -207,282 -20.93 251,508 -5.47 1.1082
2020-11-09 2020-09-30 13F ANTHEM COM 036752103 990,578 -138,056 -12.23 266,059 -10.36 1.3221
2020-08-07 2020-06-30 13F ANTHEM COM 036752103 1,128,634 -190,236 -14.42 296,808 -0.88 1.5819
2020-08-07 2020-03-31 13F ANTHEM COM 036752103 1,318,870 -82,949 -5.92 299,437 -29.28 1.8164
2020-02-11 2019-12-31 13F ANTHEM COM 036752103 1,401,819 -392,669 -21.88 423,392 -1.73 2.1503
2019-11-08 2019-09-30 13F ANTHEM COM 036752103 1,794,488 369,415 25.92 430,857 6.94 2.2252
2019-08-12 2019-06-30 13F ANTHEM COM 036752103 1,425,073 247,896 21.06 402,896 19.26 2.2419
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 1,177,177 -64,096 -5.16 337,826 3.63 1.8944
2019-02-15 2018-12-31 13F ANTHEM COM 036752103 1,241,273 979,273 373.77 325,995 354.03 2.1042
2018-11-09 2018-09-30 13F ANTHEM COM 036752103 262,000 77,300 41.85 71,801 63.32 0.5377
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 184,700 -7,800 -4.05 43,964 3.95 0.3454
2018-05-11 2018-03-31 13F ANTHEM COM 036752103 192,500 192,500 42,292 0.4869
2018-05-11 2017-12-31 13F/A-1 ANTHEM COM 036752103 0 -402,100 -100.00 0 -100.00
2018-05-11 2017-09-30 13F/A-1 ANTHEM COM 036752103 402,100 -225,500 -35.93 76,351 -35.33 0.7452
2017-11-06 2017-09-30 13F ANTHEM COM 036752103 402,100 -225,500 76,351
2017-08-10 2017-06-30 13F ANTHEM COM 036752103 627,600 -187,800 -23.03 118,070 -12.44 1.2786
2017-05-05 2017-03-31 13F ANTHEM COM 036752103 815,400 -1,600 -0.20 134,851 14.81 1.5323
2017-02-06 2016-12-31 13F ANTHEM COM 036752103 817,000 121,850 17.53 117,460 34.84 1.2858
2016-11-04 2016-09-30 13F ANTHEM COM 036752103 695,150 548,650 374.51 87,109 352.73 0.9513
2016-08-24 2016-06-30 13F/A-2 ANTHEM COM 036752103 146,500 146,500 19,241 3.2845
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.