Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionEagle Global Advisors Llc
Latest Disclosed Ownership2,380 shares
Latest Disclosed Value $ 696,745
Eagle Global Advisors Llc reports 92.32% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Eagle Global Advisors Llc filed a 13F-HR form disclosing ownership of 2,380 shares of Elevance Health, Inc. (AT:ELV) valued at $696,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 30,986 shares of Elevance Health, Inc.. This represents a change in shares of -92.32% 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)
2026-05-15 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,380 -28,606 -92.32 697 -93.59 0.0251
2026-01-28 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 30,986 -494 -1.57 10,862 6.79 0.4018
2025-10-28 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 31,480 -2,532 -7.44 10,172 -23.12 0.3899
2025-07-16 2025-06-30 13F ELEVANCE HEALTH COM 036752103 34,012 -19,236 -36.13 13,229 -42.88 0.5355
2025-05-12 2025-03-31 13F ELEVANCE HEALTH COM 036752103 53,248 2,461 4.85 23,161 23.62 0.9534
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 50,787 -3,197 -5.92 18,735 -33.26 0.7671
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 53,984 -178 -0.33 28,072 -4.35 1.3934
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 54,162 -384 -0.70 29,348 3.76 1.5500
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 54,546 -256 -0.47 28,284 9.45 1.5945
2024-02-09 2023-12-31 13F ELEVANCE HEALTH COM 036752103 54,802 -639 -1.15 25,842 7.05 1.5621
2023-10-30 2023-09-30 13F ELEVANCE HEALTH COM 036752103 55,441 -145 -0.26 24,140 -2.25 1.5648
2023-07-21 2023-06-30 13F ELEVANCE HEALTH COM 036752103 55,586 -2,575 -4.43 24,696 -7.65 1.6269
2023-05-08 2023-03-31 13F ELEVANCE HEALTH COM 036752103 58,161 276 0.48 26,743 -9.94 1.8024
2023-02-07 2022-12-31 13F ELEVANCE HEALTH COM 036752103 57,885 -851 -1.45 29,693 11.29 2.0455
2022-10-25 2022-09-30 13F ELEVANCE HEALTH COM 036752103 58,736 -257 -0.44 26,680 -6.28 2.0040
2022-08-11 2022-06-30 13F ELEVANCE HEALTH COM 036752103 58,993 -151 -0.26 28,469 -2.01 2.0988
2022-04-20 2022-03-31 13F ANTHEM COM 036752103 59,144 -400 -0.67 29,053 5.26 1.7931
2022-02-01 2021-12-31 13F ANTHEM COM 036752103 59,544 -790 -1.31 27,601 22.71 1.7389
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 60,334 -207 -0.34 22,492 -2.70 1.4848
2021-07-15 2021-06-30 13F ANTHEM COM 036752103 60,541 -5 -0.01 23,115 6.36 1.4947
2021-05-07 2021-03-31 13F ANTHEM COM 036752103 60,546 -1,559 -2.51 21,733 8.99 1.6049
2021-02-01 2020-12-31 13F ANTHEM COM 036752103 62,105 -878 -1.39 19,941 17.88 1.5691
2020-10-22 2020-09-30 13F ANTHEM COM 036752103 62,983 -161 -0.25 16,917 1.87 1.5210
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 63,144 -69 -0.11 16,606 15.71 1.4994
2020-05-06 2020-03-31 13F ANTHEM COM 036752103 63,213 -1,368 -2.12 14,352 -26.42 1.4546
2020-02-06 2019-12-31 13F ANTHEM COM 036752103 64,581 -1,124 -1.71 19,505 23.64 0.9865
2019-11-14 2019-09-30 13F ANTHEM COM 036752103 65,705 -1,196 -1.79 15,776 -16.44 0.6763
2019-08-13 2019-06-30 13F ANTHEM COM 036752103 66,901 -401 -0.60 18,880 -2.25 0.7552
2019-04-22 2019-03-31 13F ANTHEM COM 036752103 67,302 -834 -1.22 19,314 7.94 0.7544
2019-01-30 2018-12-31 13F ANTHEM COM 036752103 68,136 -49 -0.07 17,894 -4.24 0.7749
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 68,185 465 0.69 18,686 15.93 0.5814
2018-07-31 2018-06-30 13F ANTHEM COM 036752103 67,720 150 0.22 16,119 8.58 0.5098
2018-05-04 2018-03-31 13F ANTHEM COM 036752103 67,570 675 1.01 14,845 -1.38 0.5123
2018-02-12 2017-12-31 13F ANTHEM COM 036752103 66,895 -479 -0.71 15,052 17.66 0.4702
2017-11-13 2017-09-30 13F ANTHEM COM 036752103 67,374 -994 -1.45 12,793 -0.54 0.3862
2017-07-27 2017-06-30 13F ANTHEM COM 036752103 68,368 1,341 2.00 12,862 16.03 0.3679
2017-05-09 2017-03-31 13F ANTHEM COM 036752103 67,027 130 0.19 11,085 15.25 0.2995
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 66,897 -629 -0.93 9,618 13.66 0.2627
2016-11-14 2016-09-30 13F ANTHEM COM 036752103 67,526 -2,299 -3.29 8,462 -7.73 0.2392
2016-08-15 2016-06-30 13F ANTHEM COM 036752103 69,825 -350 -0.50 9,171 -5.98 0.2692
2016-05-16 2016-03-31 13F ANTHEM COM 036752103 70,175 -349 -0.49 9,754 -0.81 0.3509
2016-02-16 2015-12-31 13F ANTHEM COM 036752103 70,524 -629 -0.88 9,834 -1.27 0.3415
2015-11-16 2015-09-30 13F ANTHEM COM 036752103 71,153 -80 -0.11 9,961 -14.80 0.3298
2015-08-14 2015-06-30 13F ANTHEM COM 036752103 71,233 2,901 4.25 11,692 10.81 0.3031
2015-05-15 2015-03-31 13F ANTHEM COM 036752103 68,332 -449 -0.65 10,551 22.06 0.2760
2015-02-09 2014-12-31 13F ANTHEM COM 036752103 68,781 68,781 8,644 0.2207
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.