Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionTufton Capital Management
Latest Disclosed Ownership4,124 shares
Latest Disclosed Value $ 1,207
Tufton Capital Management ownership in ELV / Elevance Health, Inc.

On May 12, 2026 - Tufton Capital Management filed a 13F-HR form disclosing ownership of 4,124 shares of Elevance Health, Inc. (AT:ELV) valued at $1,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,124 shares of Elevance Health, Inc.. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY A COM 036752103 4,124 0 0.00 1 0.00 0.2196
2026-01-28 2025-12-31 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 1 0.00 0.2526
2025-10-31 2025-09-30 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 1 0.00 0.2374
2025-08-05 2025-06-30 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 2 -99.94 0.3050
2025-05-06 2025-03-31 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 1,794 17.88 0.3455
2025-02-05 2024-12-31 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 1,521 -29.06 0.2878
2024-11-08 2024-09-30 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 2,144 -4.03 0.4020
2024-07-31 2024-06-30 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 2,235 4.49 0.4346
2024-05-07 2024-03-31 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 2,138 9.98 0.4200
2024-01-31 2023-12-31 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 1,945 8.30 0.4080
2023-10-30 2023-09-30 13F/A-1 ELEVANCE HEALTH INC COM COM 036752103 4,124 0 0.00 1,796 -2.02 0.4006
2023-10-30 2023-09-30 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 0 1,796 0.4006
2023-07-28 2023-06-30 13F ELEVANCE HEALTH INC COM COM 036752103 4,124 -10 -0.24 1,832 -3.58 0.3953
2023-04-19 2023-03-31 13F ELEVANCE HEALTH COM 036752103 4,134 -24 -0.58 1,901 -10.88 0.4111
2023-01-26 2022-12-31 13F ELEVANCE HEALTH COM 036752103 4,158 -16 -0.38 2,133 12.51 0.4692
2022-10-21 2022-09-30 13F ELEVANCE HEALTH COM 036752103 4,174 -16 -0.38 1,895 -6.28 0.4574
2022-07-20 2022-06-30 13F ELEVANCE HEALTH COM 036752103 4,190 0 0.00 2,022 -1.75 0.3777
2022-04-25 2022-03-31 13F ANTHEM COM 036752103 4,190 0 0.00 2,058 5.97 0.3326
2022-01-28 2021-12-31 13F ANTHEM COM 036752103 4,190 0 0.00 1,942 24.33 0.2982
2021-10-21 2021-09-30 13F ANTHEM COM 036752103 4,190 0 0.00 1,562 -2.31 0.2644
2021-07-29 2021-06-30 13F ANTHEM COM 036752103 4,190 0 0.00 1,599 6.32 0.2626
2021-04-22 2021-03-31 13F ANTHEM COM 036752103 4,190 0 0.00 1,504 11.82 0.2570
2021-02-01 2020-12-31 13F ANTHEM COM 036752103 4,190 0 0.00 1,345 19.56 0.2480
2020-10-23 2020-09-30 13F ANTHEM COM 036752103 4,190 0 0.00 1,125 2.18 0.2324
2020-07-27 2020-06-30 13F ANTHEM COM 036752103 4,190 -100 -2.33 1,101 13.04 0.2425
2020-04-23 2020-03-31 13F ANTHEM COM 036752103 4,290 -70 -1.61 974 -25.99 0.2497
2020-01-24 2019-12-31 13F ANTHEM COM 036752103 4,360 -65 -1.47 1,316 23.92 0.2590
2019-10-25 2019-09-30 13F ANTHEM COM 036752103 4,425 -75 -1.67 1,062 -16.31 0.2241
2019-07-26 2019-06-30 13F ANTHEM INC COM COM 036752103 4,500 -100 -2.17 1,269 -3.86 0.2683
2019-04-29 2019-03-31 13F ANTHEM INC COM COM 036752103 4,600 -50 -1.08 1,320 8.11 0.2811
2019-01-28 2018-12-31 13F ANTHEM INC COM COM 036752103 4,650 -50 -1.06 1,221 -5.20 0.2995
2018-10-26 2018-09-30 13F ANTHEM INC COM COM 036752103 4,700 0 0.00 1,288 15.21 0.2740
2018-08-06 2018-06-30 13F ANTHEM INC COM COM 036752103 4,700 -200 -4.08 1,118 3.90 0.2397
2018-04-23 2018-03-31 13F ANTHEM INC COM COM 036752103 4,900 -190 -3.73 1,076 -6.03 0.2123
2018-01-26 2017-12-31 13F ANTHEM INC COM COM 036752103 5,090 0 0.00 1,145 18.53 0.2206
2017-10-20 2017-09-30 13F ANTHEM INC COM COM 036752103 5,090 -200 -3.78 966 -2.91 0.1932
2017-07-28 2017-06-30 13F ANTHEM INC COM COM 036752103 5,290 -125 -2.31 995 11.05 0.2019
2017-04-28 2017-03-31 13F ANTHEM INC COM COM 036752103 5,415 0 0.00 896 15.02 0.1766
2017-01-31 2016-12-31 13F ANTHEM INC COM COM 036752103 5,415 0 0.00 779 14.73 0.1581
2016-10-21 2016-09-30 13F ANTHEM INC COM COM 036752103 5,415 -785 -12.66 679 -16.58 0.1369
2016-07-26 2016-06-30 13F ANTHEM INC COM COM 036752103 6,200 -150 -2.36 814 -7.81 0.1648
2016-04-13 2016-03-31 13F ANTHEM INC COM COM 036752103 6,350 -150 -2.31 883 -2.54 0.2198
2016-01-19 2015-12-31 13F ANTHEM INC COM COM 036752103 6,500 -300 -4.41 906 -4.83 0.2229
2015-10-22 2015-09-30 13F ANTHEM COM 036752103 6,800 -800 -10.53 952 -23.66 0.2092
2015-07-23 2015-06-30 13F ANTHEM COM 036752103 7,600 0 0.00 1,247 6.22 0.2519
2015-04-22 2015-03-31 13F ANTHEM COM 036752103 7,600 7,600 1,174 0.2152
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.