Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership1,079 shares
Latest Disclosed Value $ 315,878
MCF Advisors LLC reports 3.35% increase in ownership of ELV / Elevance Health, Inc.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 1,079 shares of Elevance Health, Inc. (AT:ELV) valued at $315,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,044 shares of Elevance Health, Inc.. This represents a change in shares of 3.35% 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)
2026-05-11 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,079 35 3.35 316 -13.93 0.0138
2026-02-11 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,044 777 291.01 366 325.58 0.0202
2025-11-05 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 267 8 3.09 86 -14.00 0.0053
2025-07-15 2025-06-30 13F ELEVANCE HEALTH COM 036752103 259 -7 -2.63 101 -13.04 0.0067
2025-05-06 2025-03-31 13F ELEVANCE HEALTH COM 036752103 266 7 2.70 116 21.05 0.0083
2025-01-17 2024-12-31 13F ELEVANCE HEALTH COM 036752103 259 -1 -0.38 95 -29.10 0.0067
2024-10-24 2024-09-30 13F ELEVANCE HEALTH COM 036752103 260 0 0.00 135 -4.96 0.0095
2024-08-05 2024-06-30 13F ELEVANCE HEALTH COM 036752103 260 15 6.12 141 11.02 0.0107
2024-04-16 2024-03-31 13F ELEVANCE HEALTH COM 036752103 245 2 0.82 127 11.40 0.0099
2024-02-01 2023-12-31 13F ELEVANCE HEALTH COM 036752103 243 0 0.00 115 8.57 0.0094
2023-10-19 2023-09-30 13F ELEVANCE HEALTH COM 036752103 243 133 120.91 106 118.75 0.0095
2023-07-24 2023-06-30 13F ELEVANCE HEALTH COM 036752103 110 0 0.00 49 -4.00 0.0044
2023-04-18 2023-03-31 13F ELEVANCE HEALTH COM 036752103 110 75 214.29 51 194.12 0.0047
2023-01-31 2022-12-31 13F ELEVANCE HEALTH COM 036752103 35 0 0.00 18 6.25 0.0018
2022-11-09 2022-09-30 13F ELEVANCE HEALTH COM 036752103 35 -48 -57.83 16 -60.00 0.0018
2022-08-11 2022-06-30 13F ELEVANCE HEALTH COM 036752103 83 1 1.22 40 -2.44 0.0042
2022-05-05 2022-03-31 13F ANTHEM COM 036752103 82 82 41 0.0038
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 0 -114 -100.00 0 -100.00
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 114 0 0.00 43 -2.27 0.0044
2021-08-10 2021-06-30 13F ANTHEM COM 036752103 114 0 0.00 44 7.32 0.0045
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 114 -40 -25.97 41 -16.33 0.0046
2021-02-09 2020-12-31 13F ANTHEM COM 036752103 154 0 0.00 49 19.51 0.0059
2020-11-12 2020-09-30 13F ANTHEM COM 036752103 154 0 0.00 41 2.50 0.0054
2020-08-11 2020-06-30 13F ANTHEM COM 036752103 154 0 0.00 40 14.29 0.0056
2020-04-24 2020-03-31 13F ANTHEM COM 036752103 154 -79 -33.91 35 -50.70 0.0059
2020-02-07 2019-12-31 13F ANTHEM COM 036752103 233 0 0.00 71 26.79 0.0108
2019-10-22 2019-09-30 13F ANTHEM COM 036752103 233 0 0.00 56 -15.15 0.0091
2019-08-06 2019-06-30 13F ANTHEM COM 036752103 233 200 606.06 66 560.00 0.0109
2019-05-07 2019-03-31 13F ANTHEM COM 036752103 33 -20 -37.74 10 -28.57 0.0017
2019-01-25 2018-12-31 13F ANTHEM COM 036752103 53 0 0.00 14 -6.67 0.0027
2018-10-24 2018-09-30 13F ANTHEM COM 036752103 53 0 0.00 15 15.38 0.0026
2018-07-20 2018-06-30 13F ANTHEM COM 036752103 53 0 0.00 13 8.33 0.0025
2018-05-10 2018-03-31 13F ANTHEM COM 036752103 53 -21 -28.38 12 -29.41 0.0024
2018-02-06 2017-12-31 13F ANTHEM COM 036752103 74 0 0.00 17 21.43 0.0032
2017-10-30 2017-09-30 13F ANTHEM COM 036752103 74 0 0.00 14 0.00 0.0027
2017-07-25 2017-06-30 13F ANTHEM COM 036752103 74 0 0.00 14 16.67 0.0028
2017-05-02 2017-03-31 13F ANTHEM COM 036752103 74 1 1.37 12 9.09 0.0025
2017-01-20 2016-12-31 13F ANTHEM COM 036752103 73 -1 -1.35 11 22.22 0.0024
2016-11-10 2016-09-30 13F ANTHEM COM 036752103 74 1 1.37 9 -10.00 0.0021
2016-08-11 2016-06-30 13F ANTHEM COM 036752103 73 51 231.82 10 233.33 0.0024
2016-05-04 2016-03-31 13F ANTHEM COM 036752103 22 0 0.00 3 0.00 0.0008
2016-02-08 2015-12-31 13F ANTHEM COM 036752103 22 -618 -96.56 3 -96.67 0.0008
2015-11-09 2015-09-30 13F ANTHEM COM 036752103 640 640 90 0.0231
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.