Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership17,624 shares
Latest Disclosed Value $ 5,159,527
Mercer Global Advisors Inc /adv reports 7.86% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 17,624 shares of Elevance Health, Inc. (AT:ELV) valued at $5,159,527 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,127 shares of Elevance Health, Inc.. This represents a change in shares of -7.86% 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 17,624 -1,503 -7.86 5,160 -22.93 0.0076
2026-02-17 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 19,127 -3,109 -13.98 6,694 -6.82 0.0102
2025-11-14 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 22,236 -14,019 -38.67 7,185 -49.05 0.0120
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 36,255 -20,191 -35.77 14,102 -42.56 0.0287
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 56,446 10,246 22.18 24,552 44.05 0.0563
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 46,200 46,200 17,043 0.0416
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 0 -47,038 -100.00 0 -100.00
2024-02-15 2023-12-31 13F ELEVANCE HEALTH COM 036752103 47,038 5,255 12.58 22 22.22 0.0667
2023-11-15 2023-09-30 13F/A-1 ELEVANCE HEALTH COM 036752103 41,783 571 1.39 18 0.00 0.0691
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 41,783 571 18 0.0691
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 41,212 172 0.42 18 0.00 0.0727
2023-05-16 2023-03-31 13F ELEVANCE HEALTH COM 036752103 41,040 924 2.30 19 -10.00 0.0857
2023-02-09 2022-12-31 13F ELEVANCE HEALTH COM 036752103 40,116 8,656 27.51 21 -99.86 0.1031
2022-11-15 2022-09-30 13F ELEVANCE HEALTH COM 036752103 31,460 903 2.96 14,291 -3.09 0.0848
2022-08-10 2022-06-30 13F ELEVANCE HEALTH COM 036752103 30,557 227 0.75 14,747 -1.02 0.0903
2022-05-10 2022-03-31 13F ANTHEM COM 036752103 30,330 1,791 6.28 14,899 12.62 0.0877
2022-02-04 2021-12-31 13F ANTHEM COM 036752103 28,539 2,096 7.93 13,229 34.10 0.0817
2021-11-10 2021-09-30 13F ANTHEM COM 036752103 26,443 2,503 10.46 9,865 7.93 0.0689
2021-08-10 2021-06-30 13F ANTHEM COM 036752103 23,940 2,315 10.71 9,140 17.74 0.0703
2021-08-10 2021-03-31 13F/A-1 ANTHEM COM 036752103 21,625 3,189 17.30 7,763 31.13 0.0706
2021-05-11 2021-03-31 13F ANTHEM COM 036752103 21,592 3,156 7,751 0.0742
2021-02-12 2020-12-31 13F ANTHEM COM 036752103 18,436 9,085 97.16 5,920 135.76 0.0739
2020-12-10 2020-09-30 13F ANTHEM COM 036752103 9,351 522 5.91 2,511 8.14 0.0378
2020-08-10 2020-06-30 13F ANTHEM COM 036752103 8,829 977 12.44 2,322 30.23 0.0422
2020-05-18 2020-03-31 13F ANTHEM COM 036752103 7,852 3,997 103.68 1,783 53.18 0.0392
2020-02-13 2019-12-31 13F ANTHEM INC COM COM 036752103 3,855 121 3.24 1,164 29.91 0.0232
2019-11-12 2019-09-30 13F ANTHEM INC COM COM 036752103 3,734 227 6.47 896 -9.49 0.0211
2019-08-14 2019-06-30 13F ANTHEM INC COM COM 036752103 3,507 -267 -7.07 990 -8.59 0.0262
2019-04-23 2019-03-31 13F/A-1 ANTHEM INC COM COM 036752103 3,774 3,774 1,083 0.0389
2019-04-12 2019-03-31 13F ANTHEM INC COM COM 036752103 6,446 1,693 0.0902
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.