Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionCX Institutional
Latest Disclosed Ownership5,680 shares
Latest Disclosed Value $ 1,663
CX Institutional reports 245.08% increase in ownership of ELV / Elevance Health, Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 5,680 shares of Elevance Health, Inc. (AT:ELV) valued at $1,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,646 shares of Elevance Health, Inc..

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)
2026-04-06 2026-03-31 13F ELEVANCE HEALTH COM 036752103 5,680 4,034 245.08 2 0.0507
2026-02-02 2025-12-31 13F ELEVANCE HEALTH COM 036752103 1,646 -16,720 -91.04 1 -100.00 0.0172
2025-10-23 2025-09-30 13F ELEVANCE HEALTH COM 036752103 18,366 17,183 1,452.49 6 0.1801
2025-07-16 2025-06-30 13F/A-1 ELEVANCE HEALTH COM 036752103 1,183 -303 -20.39 0 0.0160
2025-07-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,183 -303 0 0.0160
2025-04-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 1,486 622 71.99 1 -100.00 0.0244
2025-01-21 2024-12-31 13F ELEVANCE HEALTH COM 036752103 864 -526 -37.84 319 -55.96 0.0127
2024-10-11 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,390 -12,451 -89.96 723 -90.37 0.0321
2024-07-11 2024-06-30 13F ELEVANCE HEALTH COM 036752103 13,841 12 0.09 7,500 4.59 0.3520
2024-04-15 2024-03-31 13F Elevance Health COM 036752103 13,829 5,105 58.52 7,171 74.33 0.3456
2024-01-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 8,724 -4,435 -33.70 4,114 -28.21 0.2200
2023-10-18 2023-09-30 13F Elevance Health COM 036752103 13,159 466 3.67 5,730 1.60 0.3156
2023-07-26 2023-06-30 13F ELEVANCE HEALTH INC COM COM 036752103 12,693 1,899 17.59 5,639 10.48 0.2921
2023-05-04 2023-03-31 13F ELEVANCE HEALTH COM 036752103 10,794 9,592 798.00 5,105 728.57 0.2718
2023-02-03 2022-12-31 13F ELEVANCE HEALTH INC COM COM 036752103 1,202 242 25.21 616 41.28 0.0375
2022-11-04 2022-09-30 13F ELEVANCE HEALTH COM 036752103 960 -5,443 -85.01 436 -85.89 0.0303
2022-08-02 2022-06-30 13F ELEVANCE HEALTH COM 036752103 6,403 753 13.33 3,090 11.35 0.2332
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 5,650 4,861 616.10 2,775 658.20 0.2222
2022-01-18 2021-12-31 13F ANTHEM COM 036752103 789 -3,729 -82.54 366 -78.27 0.0291
2021-11-10 2021-09-30 13F ANTHEM COM 036752103 4,518 3,712 460.55 1,684 446.75 0.1376
2021-08-04 2021-06-30 13F ANTHEM COM 036752103 806 -118 -12.77 308 -7.23 0.0253
2021-04-15 2021-03-31 13F ANTHEM COM 036752103 924 -5,161 -84.82 332 -83.01 0.0297
2021-01-12 2020-12-31 13F ANTHEM COM 036752103 6,085 -909 -13.00 1,954 4.05 0.1882
2020-10-13 2020-09-30 13F ANTHEM COM 036752103 6,994 -3,679 -34.47 1,878 -32.90 0.2027
2020-08-06 2020-06-30 13F ANTHEM COM 036752103 10,673 1,314 14.04 2,799 31.72 0.3678
2020-04-29 2020-03-31 13F ANTHEM COM 036752103 9,359 6,748 258.45 2,125 169.33 0.3466
2020-01-21 2019-12-31 13F ANTHEM COM 036752103 2,611 2,567 5,834.09 789 7,072.73 0.1377
2019-10-10 2019-09-30 13F ANTHEM COM 036752103 44 -64 -59.26 11 -63.33 0.0018
2019-07-17 2019-06-30 13F ANTHEM COM 036752103 108 26 31.71 30 25.00 0.0048
2019-04-03 2019-03-31 13F ANTHEM COM 036752103 82 48 141.18 24 166.67 0.0042
2019-01-14 2018-12-31 13F ANTHEM COM 036752103 34 -176 -83.81 9 -84.48 0.0019
2018-10-09 2018-09-30 13F ANTHEM COM 036752103 210 0 0.00 58 16.00 0.0192
2018-07-12 2018-06-30 13F/A-1 ANTHEM COM 036752103 210 210 50 0.0185
2018-07-12 2018-06-30 13F ANTHEM COM 036752103 217 48
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.