Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionFirst Bank & Trust
Latest Disclosed Ownership1,542 shares
Latest Disclosed Value $ 451,421
First Bank & Trust reports 57.51% increase in ownership of ELV / Elevance Health, Inc.

On April 10, 2026 - First Bank & Trust filed a 13F-HR form disclosing ownership of 1,542 shares of Elevance Health, Inc. (AT:ELV) valued at $451,421 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 979 shares of Elevance Health, Inc.. This represents a change in shares of 57.51% 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)
2026-04-10 2026-03-31 13F Anthem Equities 036752103 1,542 563 57.51 451 31.49 0.0559
2026-01-12 2025-12-31 13F Anthem Equities 036752103 979 212 27.64 343 38.87 0.0559
2025-10-10 2025-09-30 13F Anthem Equities 036752103 767 -93 -10.81 248 -26.05 0.0417
2025-07-09 2025-06-30 13F Anthem Equities 036752103 860 87 11.25 335 -0.60 0.0597
2025-04-28 2025-03-31 13F Anthem Equities 036752103 773 74 10.59 336 30.74 0.0651
2025-02-03 2024-12-31 13F Anthem Equities 036752103 699 -47 -6.30 258 -33.59 0.0495
2024-10-24 2024-09-30 13F Anthem Equities 036752103 746 41 5.82 388 1.31 0.0736
2024-07-09 2024-06-30 13F Anthem Equities 036752103 705 17 2.47 382 7.30 0.0778
2024-04-17 2024-03-31 13F Anthem Equities 036752103 688 38 5.85 357 16.34 0.0737
2024-01-12 2023-12-31 13F Anthem Equities 036752103 650 79 13.84 307 23.39 0.0740
2023-10-11 2023-09-30 13F Anthem Equities 036752103 571 0 0.00 249 -1.98 0.0651
2023-07-12 2023-06-30 13F Anthem Equities 036752103 571 -66 -10.36 254 -13.36 0.0643
2023-04-25 2023-03-31 13F Anthem Equities 036752103 637 -36 -5.35 293 0.0775
2023-01-27 2022-12-31 13F Anthem Equities 036752103 673 20 3.06 0 -100.00 0.0958
2022-10-28 2022-09-30 13F Anthem Equities 036752103 653 44 7.22 297 1.02 0.1091
2022-07-22 2022-06-30 13F ELEVANCE HEALTH INC COM COMMON STOCK 036752103 609 44 7.79 294 5.76 0.0957
2022-04-29 2022-03-31 13F ANTHEM INC COM COMMON STOCK 036752103 565 38 7.21 278 13.93 0.0619
2022-02-01 2021-12-31 13F ANTHEM INC COM COMMON STOCK 036752103 527 13 2.53 244 27.08 0.1026
2021-10-18 2021-09-30 13F ANTHEM INC COM COMMON STOCK 036752103 514 24 4.90 192 2.67 0.0877
2021-08-10 2021-06-30 13F ANTHEM INC COM COMMON STOCK 036752103 490 38 8.41 187 15.43 0.0902
2021-04-14 2021-03-31 13F ANTHEM INC COM COMMON STOCK 036752103 452 64 16.49 162 29.60 0.0815
2021-01-27 2020-12-31 13F ANTHEM INC COM COMMON STOCK 036752103 388 -17 -4.20 125 14.68 0.0791
2020-10-26 2020-09-30 13F ANTHEM INC COM COMMON STOCK 036752103 405 17 4.38 109 6.86 0.0724
2020-08-05 2020-06-30 13F ANTHEM INC COM COMMON STOCK 036752103 388 18 4.86 102 21.43 0.0768
2020-04-14 2020-03-31 13F ANTHEM INC COM COMMON STOCK 036752103 370 -12 -3.14 84 -26.96 0.0756
2020-01-31 2019-12-31 13F ANTHEM INC COM COMMON STOCK 036752103 382 22 6.11 115 33.72 0.0837
2019-10-17 2019-09-30 13F ANTHEM INC COM COMMON STOCK 036752103 360 -3 -0.83 86 -15.69 0.0648
2019-07-26 2019-06-30 13F ANTHEM INC COM COMMON STOCK 036752103 363 49 15.61 102 13.33 0.0813
2019-04-15 2019-03-31 13F ANTHEM INC COM COMMON STOCK 036752103 314 -47 -13.02 90 -5.26 0.0702
2019-01-28 2018-12-31 13F ANTHEM INC COM COMMON STOCK 036752103 361 50 16.08 95 15.85 0.0806
2018-10-10 2018-09-30 13F ANTHEM INC COM COMMON STOCK 036752103 311 0 0.00 82 10.81 0.0617
2018-07-31 2018-06-30 13F ANTHEM INC COM COMMON STOCK 036752103 311 95 43.98 74 57.45 0.0568
2018-04-20 2018-03-31 13F ANTHEM INC COM COMMON STOCK 036752103 216 0 0.00 47 -4.08 0.0377
2018-01-18 2017-12-31 13F ANTHEM INC COM COMMON STOCK 036752103 216 -56 -20.59 49 -5.77 0.0386
2017-10-25 2017-09-30 13F ANTHEM INC COM COMMON STOCK 036752103 272 -2 -0.73 52 0.00 0.0424
2017-07-31 2017-06-30 13F ANTHEM INC COM COMMON STOCK 036752103 274 0 0.00 52 15.56 0.0441
2017-04-27 2017-03-31 13F ANTHEM INC COM COMMON STOCK 036752103 274 32 13.22 45 28.57 0.0389
2017-01-19 2016-12-31 13F ANTHEM INC COM COMMON STOCK 036752103 242 242 35 0.0319
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.