Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership257 shares
Latest Disclosed Value $ 75,237
Mv Capital Management, Inc. reports 15.74% decrease in ownership of ELV / Elevance Health, Inc.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 257 shares of Elevance Health, Inc. (AT:ELV) valued at $75,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 305 shares of Elevance Health, Inc.. This represents a change in shares of -15.74% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 257 -48 -15.74 75 -29.25 0.0074
2026-02-23 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 305 10 3.39 107 11.58 0.0103
2026-02-23 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 295 4 1.37 95 -15.93 0.0091
2025-08-08 2025-06-30 13F ELEVANCE HEALTH COM 036752103 291 -9 -3.00 113 -13.08 0.0116
2025-04-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 300 17 6.01 130 25.00 0.0140
2025-02-12 2024-12-31 13F ELEVANCE HEALTH COM 036752103 283 -65 -18.68 104 -42.22 0.0112
2024-11-04 2024-09-30 13F ELEVANCE HEALTH COM 036752103 348 -31 -8.18 181 -12.20 0.0192
2024-08-01 2024-06-30 13F ELEVANCE HEALTH COM 036752103 379 11 2.99 205 7.89 0.0231
2024-04-18 2024-03-31 13F ELEVANCE HEALTH COM 036752103 368 -1 -0.27 191 9.20 0.0218
2024-01-29 2023-12-31 13F ELEVANCE HEALTH COM 036752103 369 12 3.36 174 12.26 0.0220
2023-11-07 2023-09-30 13F ELEVANCE HEALTH COM 036752103 357 -3 -0.83 155 -2.52 0.0207
2023-08-03 2023-06-30 13F ELEVANCE HEALTH COM 036752103 360 -4 -1.10 160 -4.79 0.0212
2023-04-26 2023-03-31 13F ELEVANCE HEALTH COM 036752103 364 2 0.55 167 -9.73 0.0235
2023-01-27 2022-12-31 13F ELEVANCE HEALTH COM 036752103 362 7 1.97 186 14.91 0.0287
2022-10-24 2022-09-30 13F ELEVANCE HEALTH COM 036752103 355 31 9.57 161 3.21 0.0278
2022-07-19 2022-06-30 13F ELEVANCE HEALTH COM 036752103 324 55 20.45 156 18.18 0.0265
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 269 185 220.24 132 238.46 0.0199
2022-02-02 2021-12-31 13F ANTHEM COM 036752103 84 8 10.53 39 39.29 0.0057
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 76 33 76.74 28 75.00 0.0046
2021-08-03 2021-06-30 13F ANTHEM COM 036752103 43 37 616.67 16 700.00 0.0027
2021-05-12 2021-03-31 13F ANTHEM COM 036752103 6 6 2 0.0004
2019-08-07 2019-06-30 13F ANTHEM COM 036752103 0 -14 -100.00 0 -100.00
2019-05-02 2019-03-31 13F ANTHEM COM 036752103 14 0 0.00 4 0.00 0.0010
2019-02-13 2018-12-31 13F ANTHEM COM 036752103 14 0 0.00 4 0.00 0.0011
2018-11-06 2018-09-30 13F ANTHEM COM 036752103 14 0 0.00 4 33.33 0.0010
2018-08-14 2018-06-30 13F/A-1 ANTHEM COM 036752103 14 0 0.00 3 0.00 0.0008
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 14 0 3
2018-05-09 2018-03-31 13F ANTHEM COM 036752103 14 0 0.00 3 0.00 0.0008
2018-03-05 2017-12-31 13F ANTHEM COM 036752103 14 0 0.00 3 0.00 0.0008
2017-11-15 2017-09-30 13F ANTHEM COM 036752103 14 0 0.00 3 0.00 0.0008
2017-08-01 2017-06-30 13F ANTHEM COM 036752103 14 14 3 0.0009
2015-11-13 2015-09-30 13F ANTHEM COM 036752103 0 -522 -100.00 0 -100.00
2015-08-14 2015-06-30 13F ANTHEM COM 036752103 522 219 72.28 86 82.98 0.0349
2015-05-13 2015-03-31 13F ANTHEM COM 036752103 303 96 46.38 47 80.77 0.0197
2015-03-12 2014-12-31 13F ANTHEM COM 036752103 207 207 26 0.0118
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.