Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership88,672 shares
Latest Disclosed Value $ 25,958,728
Jacobs Levy Equity Management, Inc reports 13.66% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 88,672 shares of Elevance Health, Inc. (AT:ELV) valued at $25,958,728 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 102,699 shares of Elevance Health, Inc.. This represents a change in shares of -13.66% 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 88,672 -14,027 -13.66 25,959 -27.90 0.1091
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 102,699 10,599 11.51 36,001 20.98 0.1390
2025-11-17 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 92,100 -93,990 -50.51 29,759 -58.89 0.1182
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 186,090 -207,579 -52.73 72,382 -57.73 0.2838
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 393,669 -264,989 -40.23 171,230 -29.53 0.6792
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 658,658 102,306 18.39 242,979 -16.01 0.8597
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 556,352 155,448 38.77 289,303 33.18 1.1157
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 400,904 28,912 7.77 217,234 12.62 0.8984
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 371,992 121,686 48.61 192,893 63.42 0.8620
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 250,306 100,706 67.32 118,034 81.21 0.5947
2023-11-17 2023-09-30 13F ELEVANCE HEALTH COM 036752103 149,600 -59,838 -28.57 65,139 -30.00 0.3858
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 209,438 117,169 126.99 93,051 119.33 0.5363
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 92,269 7,039 8.26 42,426 -2.96 0.2600
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 85,230 7,778 10.04 43,720 24.27 0.2958
2022-11-15 2022-09-30 13F ELEVANCE HEALTH COM 036752103 77,452 -183,004 -70.26 35,182 -72.01 0.2781
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COM 036752103 260,456 -94,886 -26.70 125,691 -27.99 0.9730
2022-05-16 2022-03-31 13F ANTHEM COM 036752103 355,342 -11,235 -3.06 174,551 2.72 1.1742
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 366,577 -57,282 -13.51 169,923 7.54 1.1378
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 423,859 17,441 4.29 158,015 1.83 1.0639
2021-08-16 2021-06-30 13F ANTHEM COM 036752103 406,418 37,845 10.27 155,170 17.29 1.0519
2021-05-17 2021-03-31 13F ANTHEM COM 036752103 368,573 70,091 23.48 132,299 38.04 1.0205
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 298,482 -85,835 -22.33 95,840 -7.15 0.8404
2020-11-16 2020-09-30 13F ANTHEM COM 036752103 384,317 100,555 35.44 103,224 38.33 1.0699
2020-08-17 2020-06-30 13F ANTHEM COM 036752103 283,762 60,861 27.30 74,624 47.46 0.8082
2020-05-15 2020-03-31 13F ANTHEM COM 036752103 222,901 -63,168 -22.08 50,607 -41.43 0.6503
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 286,069 71,794 33.51 86,401 67.94 0.8477
2019-11-14 2019-09-30 13F ANTHEM COM 036752103 214,275 30,198 16.41 51,447 -0.96 0.6314
2019-08-13 2019-06-30 13F ANTHEM COM 036752103 184,077 64,626 54.10 51,948 51.54 0.7188
2019-05-14 2019-03-31 13F ANTHEM COM 036752103 119,451 -36,668 -23.49 34,280 -16.39 0.4947
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 156,119 -14,099 -8.28 41,002 -12.10 0.7207
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 170,218 19,061 12.61 46,648 29.65 0.6617
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 151,157 -17,089 -10.16 35,980 -2.66 0.5656
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 168,246 3,470 2.11 36,964 -0.30 0.6152
2018-02-13 2017-12-31 13F ANTHEM COM 036752103 164,776 -11,580 -6.57 37,076 10.72 0.6516
2017-11-14 2017-09-30 13F ANTHEM COM 036752103 176,356 10,420 6.28 33,486 7.27 0.6509
2017-11-09 2017-06-30 13F/A-1 ANTHEM COM 036752103 165,936 -41,810 -20.13 31,218 -9.14 0.6675
2017-08-14 2017-06-30 13F ANTHEM COM 036752103 165,936 -41,810 31,218
2017-05-12 2017-03-31 13F ANTHEM COM 036752103 207,746 -38,030 -15.47 34,357 -2.77 0.6945
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 245,776 -45,143 -15.52 35,335 -3.07 0.6823
2016-11-14 2016-09-30 13F ANTHEM COM 036752103 290,919 51,902 21.71 36,455 16.13 0.6512
2016-08-15 2016-06-30 13F ANTHEM COM 036752103 239,017 57,640 31.78 31,392 24.52 0.6501
2016-05-16 2016-03-31 13F ANTHEM COM 036752103 181,377 -49,613 -21.48 25,210 -21.73 0.5340
2016-02-16 2015-12-31 13F ANTHEM COM 036752103 230,990 200 0.09 32,209 -0.32 0.6398
2015-11-16 2015-09-30 13F ANTHEM COM 036752103 230,790 95,996 71.22 32,311 46.04 0.6628
2015-08-14 2015-06-30 13F ANTHEM COM 036752103 134,794 134,794 0.00 22,125 0.4208
2015-05-15 2015-03-31 13F ANTHEM COM 036752103 0 -48,630 -100.00 0 -100.00
2015-02-17 2014-12-31 13F ANTHEM COM 036752103 48,630 48,630 6,111 0.1047
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.