Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership1,118 shares
Latest Disclosed Value $ 327,376
Larson Financial Group LLC reports 20.93% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 1,118 shares of Elevance Health, Inc. (AT:ELV) valued at $327,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,414 shares of Elevance Health, Inc.. This represents a change in shares of -20.93% 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 1,118 -296 -20.93 327 -33.94 0.0098
2026-02-06 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,414 630 80.36 496 95.65 0.0165
2025-11-14 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 784 67 9.34 253 -9.32 0.0089
2025-08-08 2025-06-30 13F ELEVANCE HEALTH COM 036752103 717 133 22.77 279 9.84 0.0112
2025-05-02 2025-03-31 13F ELEVANCE HEALTH COM 036752103 584 151 34.87 254 59.75 0.0120
2025-02-07 2024-12-31 13F ELEVANCE HEALTH COM 036752103 433 -191 -30.61 160 -50.93 0.0083
2024-11-12 2024-09-30 13F ELEVANCE HEALTH COM 036752103 624 121 24.06 324 19.12 0.0184
2024-08-02 2024-06-30 13F ELEVANCE HEALTH COM 036752103 503 17 3.50 273 7.94 0.0186
2024-05-03 2024-03-31 13F ELEVANCE HEALTH COM 036752103 486 0 0.00 252 10.04 0.0195
2024-02-01 2023-12-31 13F ELEVANCE HEALTH COM 036752103 486 -53 -9.83 229 -2.14 0.0200
2023-11-03 2023-09-30 13F ELEVANCE HEALTH COM 036752103 539 -259 -32.46 235 -33.90 0.0231
2023-08-03 2023-06-30 13F ELEVANCE HEALTH COM 036752103 798 -226 -22.07 355 -24.68 0.0354
2023-05-04 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,024 0 0.00 471 -10.48 0.0512
2023-02-03 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,024 -20 -1.92 525 10.76 0.0629
2022-11-03 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,044 651 165.65 474 149.47 0.0674
2022-08-04 2022-06-30 13F ELEVANCE HEALTH COM 036752103 393 0 0.00 190 -1.55 0.0329
2022-05-05 2022-03-31 13F ANTHEM COM 036752103 393 0 0.00 193 6.04 0.0308
2022-02-03 2021-12-31 13F ANTHEM COM 036752103 393 0 0.00 182 23.81 0.0289
2021-11-04 2021-09-30 13F ANTHEM COM 036752103 393 0 0.00 147 -2.00 0.0292
2021-08-10 2021-06-30 13F ANTHEM COM 036752103 393 226 135.33 150 150.00 0.0348
2021-05-06 2021-03-31 13F/A-1 ANTHEM COM 036752103 167 -22 -11.64 60 -1.64 0.0177
2021-04-08 2021-03-31 13F ANTHEM COM 036752103 189 0 61 0.0208
2021-01-14 2020-12-31 13F ANTHEM COM 036752103 189 0 0.00 61 19.61 0.0208
2020-10-08 2020-09-30 13F ANTHEM COM 036752103 189 -1 -0.53 51 2.00 0.0209
2020-07-10 2020-06-30 13F ANTHEM COM 036752103 190 1 0.53 50 16.28 0.0238
2020-04-09 2020-03-31 13F ANTHEM COM 036752103 189 23 13.86 43 -14.00 0.0269
2020-01-10 2019-12-31 13F ANTHEM COM 036752103 166 -56 -25.23 50 -5.66 0.0288
2019-10-11 2019-09-30 13F ANTHEM COM 036752103 222 0 0.00 53 -15.87 0.0346
2019-07-16 2019-06-30 13F ANTHEM COM 036752103 222 0 0.00 63 -1.56 0.0468
2019-04-05 2019-03-31 13F/A-1 ANTHEM COM 036752103 222 0 0.00 64 10.34 0.0507
2019-04-04 2019-03-31 13F ANTHEM COM 036752103 222 222 58 0.0536
2019-02-07 2018-12-31 13F ANTHEM COM 036752103 222 222 58 0.0536
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.