Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership9,226 shares
Latest Disclosed Value $ 2,700,912
Empirical Finance, LLC reports 0.16% decrease in ownership of ELV / Elevance Health, Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 9,226 shares of Elevance Health, Inc. (AT:ELV) valued at $2,700,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,241 shares of Elevance Health, Inc.. This represents a change in shares of -0.16% 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)
2026-05-14 2026-03-31 13F/A-1 ELEVANCE HEALTH INC FORMERLY COM 036752103 9,226 -15 -0.16 2,701 -16.64 0.1269
2026-05-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 9,226 -15 2,701 0.1269
2026-02-12 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 9,241 -357 -3.72 3,239 4.45 0.1545
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 9,598 89 0.94 3,101 -16.14 0.1477
2025-08-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 9,509 -929 -8.90 3,699 -18.55 0.1936
2025-05-07 2025-03-31 13F ELEVANCE HEALTH COM 036752103 10,438 138 1.34 4,540 19.51 0.2742
2025-01-28 2024-12-31 13F ELEVANCE HEALTH COM 036752103 10,300 973 10.43 3,800 -21.67 0.2198
2024-11-06 2024-09-30 13F ELEVANCE HEALTH COM 036752103 9,327 180 1.97 4,850 -2.14 0.2828
2024-07-30 2024-06-30 13F ELEVANCE HEALTH COM 036752103 9,147 526 6.10 4,956 10.87 0.3096
2024-05-06 2024-03-31 13F ELEVANCE HEALTH COM 036752103 8,621 285 3.42 4,470 13.74 0.2744
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 8,336 28 0.34 3,931 8.65 0.2741
2023-11-02 2023-09-30 13F ELEVANCE HEALTH COM 036752103 8,308 736 9.72 3,617 7.52 0.2657
2023-07-27 2023-06-30 13F ELEVANCE HEALTH COM 036752103 7,572 817 12.09 3,364 8.31 0.2606
2023-04-05 2023-03-31 13F ELEVANCE HEALTH COM 036752103 6,755 305 4.73 3,106 -6.11 0.2909
2023-02-21 2022-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 6,450 491 8.24 3,309 22.20 0.3426
2023-01-24 2022-12-31 13F ELEVANCE HEALTH COM 036752103 6,450 491 3 0.3426
2022-11-04 2022-09-30 13F ELEVANCE HEALTH COM 036752103 5,959 963 19.28 2,707 12.28 0.3211
2022-08-01 2022-06-30 13F ELEVANCE HEALTH COM 036752103 4,996 -1,040 -17.23 2,411 -18.68 0.3073
2022-04-21 2022-03-31 13F ANTHEM COM 036752103 6,036 500 9.03 2,965 15.55 0.3321
2022-02-04 2021-12-31 13F ANTHEM COM 036752103 5,536 -10 -0.18 2,566 24.08 0.3030
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 5,546 -1,951 -26.02 2,068 -27.74 0.3117
2021-08-10 2021-06-30 13F/A-1 ANTHEM COM 036752103 7,497 -4,467 -37.34 2,862 -25.51 0.4666
2021-08-04 2021-06-30 13F ANTHEM COM 036752103 11,964 0 3,842 0.6757
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 11,964 0 0.00 3,842 0.00 0.6757
2021-02-02 2020-12-31 13F ANTHEM COM 036752103 11,964 449 3.90 3,842 24.22 0.6757
2020-10-28 2020-09-30 13F/A-1 ANTHEM COM 036752103 11,515 63 0.55 3,093 2.69 0.6627
2020-10-26 2020-09-30 13F ANTHEM COM 036752103 6,038 -5,414 1,450 404,913.6975
2020-07-20 2020-06-30 13F/A-1 ANTHEM COM 036752103 11,452 489 4.46 3,012 21.01 0.7707
2020-07-20 2020-06-30 13F ANTHEM COM 036752103 6,503 3,012
2020-04-16 2020-03-31 13F ANTHEM COM 036752103 10,963 5,693 108.03 2,489 56.34 0.7737
2020-01-27 2019-12-31 13F ANTHEM COM 036752103 5,270 -768 -12.72 1,592 9.79 0.3871
2019-10-30 2019-09-30 13F ANTHEM COM 036752103 6,038 6,038 14.57 1,450 -8.92 0.4049
2018-10-18 2018-09-30 13F ANTHEM COM 036752103 0 -6,435 -100.00 0 -100.00
2018-07-09 2018-06-30 13F ANTHEM COM 036752103 6,435 135 2.14 1,532 10.69 0.3882
2018-04-25 2018-03-31 13F ANTHEM COM 036752103 6,300 313 5.23 1,384 2.75 0.2895
2018-02-01 2017-12-31 13F ANTHEM COM 036752103 5,987 -280 -4.47 1,347 13.19 0.4443
2017-10-31 2017-09-30 13F ANTHEM COM 036752103 6,267 6,267 1,190 0.4105
2017-05-11 2017-03-31 13F ANTHEM COM 036752103 0 -124 -100.00 0 -100.00
2017-02-13 2016-12-31 13F ANTHEM COM 036752103 124 124 18 0.0121
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.