Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionJefferies Financial Group Inc.
Latest Disclosed Ownership145,647 shares
Latest Disclosed Value $ 42,638,160
Jefferies Financial Group Inc. reports 85.78% increase in ownership of ELV / Elevance Health, Inc.

On May 7, 2026 - Jefferies Financial Group Inc. filed a 13F-HR form disclosing ownership of 145,647 shares of Elevance Health, Inc. (AT:ELV) valued at $42,638,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 78,397 shares of Elevance Health, Inc.. This represents a change in shares of 85.78% 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)
2026-05-07 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 145,647 67,250 85.78 42,638 55.15 0.2919
2026-02-09 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 78,397 65,288 498.04 27,482 548.93 0.1404
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 13,109 12,451 1,892.25 4,236 1,560.78 0.0200
2025-08-12 2025-06-30 13F ELEVANCE HEALTH COM 036752103 658 -4,620 -87.53 256 -88.89 0.0022
2025-05-08 2025-03-31 13F ELEVANCE HEALTH COM 036752103 5,278 -17,057 -76.37 2,296 -72.14 0.0203
2025-02-27 2024-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 22,335 -3,504 -13.56 8,239 -38.68 0.0493
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 22,335 -3,504 8,239 0.0491
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 25,839 7,416 40.25 13,436 34.60 0.0961
2024-08-13 2024-06-30 13F ELEVANCE HEALTH COM 036752103 18,423 -11,836 -39.12 9,983 -36.38 0.1060
2024-05-13 2024-03-31 13F ELEVANCE HEALTH COM 036752103 30,259 6,467 27.18 15,691 39.85 0.1450
2024-05-06 2023-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 23,792 18,958 392.18 11,219 433.22 0.0732
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 23,792 18,958 11,219 0.0732
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 4,834 4,006 483.82 2,105 473.30 0.0189
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 828 -2,097 -71.69 368 -72.69 0.0033
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,925 962 49.01 1,345 33.60 0.0109
2023-09-21 2022-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 1,963 1,963 1,007 0.0070
2023-02-14 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,963 1,963 1,007 0.0069
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.