Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership49 shares
Latest Disclosed Value $ 14,345
Financial Management Professionals, Inc. reports 20.97% decrease in ownership of ELV / Elevance Health, Inc.

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 49 shares of Elevance Health, Inc. (AT:ELV) valued at $14,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 62 shares of Elevance Health, Inc.. This represents a change in shares of -20.97% 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)
2026-04-15 2026-03-31 13F Anthem Stock 036752103 49 -13 -20.97 14 -33.33 0.0016
2026-01-27 2025-12-31 13F Anthem Stock 036752103 62 5 8.77 22 16.67 0.0022
2025-10-15 2025-09-30 13F Anthem Stock 036752103 57 -7 -10.94 18 -25.00 0.0019
2025-07-15 2025-06-30 13F Anthem Stock 036752103 64 -13 -16.88 25 -27.27 0.0028
2025-04-10 2025-03-31 13F Anthem Stock 036752103 77 17 28.33 33 50.00 0.0043
2025-01-15 2024-12-31 13F Anthem Stock 036752103 60 -16 -21.05 22 0.0028
2024-10-24 2024-09-30 13F Anthem Stock 036752103 76 -58 -43.28 0 0.0050
2024-07-12 2024-06-30 13F Anthem Stock 036752103 134 0 0.00 0 0.0100
2024-04-16 2024-03-31 13F Anthem Stock 036752103 134 35 35.35 0 0.0102
2024-01-12 2023-12-31 13F Anthem Stock 036752103 99 2 2.06 0 0.0077
2023-10-13 2023-09-30 13F Anthem Stock 036752103 97 0 0.00 0 0.0074
2023-07-10 2023-06-30 13F Anthem Stock 036752103 97 -35 -26.52 0 0.0072
2023-04-13 2023-03-31 13F Anthem Stock 036752103 132 23 21.10 0 0.0118
2023-01-11 2022-12-31 13F Anthem Stock 036752103 109 0 0.00 0 -100.00 0.0115
2022-10-27 2022-09-30 13F Anthem Stock 036752103 109 16 17.20 50 11.11 0.0114
2022-07-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 93 0 0.00 45 -2.17 0.0109
2022-04-27 2022-03-31 13F ANTHEM COM 036752103 93 15 19.23 46 27.78 0.0100
2022-01-28 2021-12-31 13F ANTHEM COM 036752103 78 -11 -12.36 36 9.09 0.0076
2021-11-02 2021-09-30 13F ANTHEM COM 036752103 89 23 34.85 33 32.00 0.0076
2021-08-05 2021-06-30 13F ANTHEM COM 036752103 66 0 0.00 25 4.17 0.0064
2021-04-26 2021-03-31 13F ANTHEM COM 036752103 66 0 0.00 24 14.29 0.0064
2021-02-03 2020-12-31 13F ANTHEM COM 036752103 66 0 0.00 21 16.67 0.0059
2020-10-26 2020-09-30 13F ANTHEM COM 036752103 66 0 0.00 18 5.88 0.0064
2020-07-21 2020-06-30 13F ANTHEM COM 036752103 66 66 17 0.0059
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.