Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionKrilogy Financial LLC
Latest Disclosed Ownership1,295 shares
Latest Disclosed Value $ 409,066
Krilogy Financial LLC reports 47.59% decrease in ownership of ELV / Elevance Health, Inc.

On April 17, 2026 - Krilogy Financial LLC filed a 13F-HR form disclosing ownership of 1,295 shares of Elevance Health, Inc. (AT:ELV) valued at $409,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,471 shares of Elevance Health, Inc.. This represents a change in shares of -47.59% 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)
2026-04-17 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,295 -1,176 -47.59 409 -56.07 0.0132
2026-01-27 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,471 657 36.22 931 61.35 0.0317
2025-11-06 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,814 1,814 577 0.0217
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 0 -284 -100.00 0 -100.00
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 284 284 78 0.0177
2018-08-15 2018-06-30 13F ANTHEM COM 036752103 0 -161 -100.00 0 -100.00
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 161 0 0.00 35 -2.78 0.0083
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 161 0 0.00 36 16.13 0.0087
2017-11-15 2017-09-30 13F ANTHEM COM 036752103 161 -687 -81.01 31 -80.62 0.0079
2017-08-15 2017-06-30 13F ANTHEM COM 036752103 848 848 160 0.0447
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.