Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership3,551 shares
Latest Disclosed Value $ 1,039,556
River Wealth Advisors LLC reports 13.28% decrease in ownership of ELV / Elevance Health, Inc.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 3,551 shares of Elevance Health, Inc. (AT:ELV) valued at $1,039,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,095 shares of Elevance Health, Inc.. This represents a change in shares of -13.28% 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)
2026-05-13 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 3,551 -544 -13.28 1,040 -27.60 0.1194
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,095 -723 -15.01 1,436 -7.78 0.1610
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 4,818 -7,090 -59.54 1,557 -66.40 0.1820
2025-08-13 2025-06-30 13F ELEVANCE HEALTH COM 036752103 11,908 -375 -3.05 4,632 -13.31 0.5757
2025-05-14 2025-03-31 13F ELEVANCE HEALTH COM 036752103 12,283 -855 -6.51 5,343 10.24 0.7425
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 13,138 -789 -5.67 4,847 -33.08 0.6424
2024-11-12 2024-09-30 13F ELEVANCE HEALTH COM 036752103 13,927 -90 -0.64 7,242 -4.66 0.9653
2024-08-13 2024-06-30 13F ELEVANCE HEALTH COM 036752103 14,017 -372 -2.59 7,595 1.80 1.0893
2024-05-14 2024-03-31 13F ELEVANCE HEALTH COM 036752103 14,389 -311 -2.12 7,461 7.65 1.0845
2024-02-13 2023-12-31 13F ELEVANCE HEALTH COM 036752103 14,700 -213 -1.43 6,932 6.75 1.1069
2023-11-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 14,913 -603 -3.89 6,493 -5.80 1.1616
2023-08-09 2023-06-30 13F ELEVANCE HEALTH COM 036752103 15,516 -544 -3.39 6,893 -6.65 1.1697
2023-05-11 2023-03-31 13F ELEVANCE HEALTH COM 036752103 16,060 -712 -4.25 7,385 -14.17 1.3437
2023-02-10 2022-12-31 13F ELEVANCE HEALTH COM 036752103 16,772 -873 -4.95 8,604 7.34 1.6573
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 17,645 -1,372 -7.21 8,015 -12.66 1.7275
2022-08-10 2022-06-30 13F ELEVANCE HEALTH COM 036752103 19,017 -529 -2.71 9,177 -4.42 1.6910
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 19,546 -10 -0.05 9,601 5.91 1.5330
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 19,556 33 0.17 9,065 24.55 1.4054
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 19,523 369 1.93 7,278 -0.48 1.2468
2021-08-06 2021-06-30 13F ANTHEM COM 036752103 19,154 252 1.33 7,313 7.78 1.2795
2021-05-11 2021-03-31 13F ANTHEM COM 036752103 18,902 497 2.70 6,785 14.81 1.2732
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 18,405 375 2.08 5,910 22.03 1.2775
2020-11-10 2020-09-30 13F ANTHEM COM 036752103 18,030 84 0.47 4,843 2.61 1.2637
2020-08-11 2020-06-30 13F ANTHEM COM 036752103 17,946 -20 -0.11 4,720 15.71 1.4334
2020-05-05 2020-03-31 13F ANTHEM COM 036752103 17,966 69 0.39 4,079 -24.53 1.6292
2020-02-07 2019-12-31 13F ANTHEM COM 036752103 17,897 923 5.44 5,405 32.61 1.8275
2019-10-29 2019-09-30 13F ANTHEM COM 036752103 16,974 -230 -1.34 4,076 -16.05 1.5401
2019-07-30 2019-06-30 13F ANTHEM COM 036752103 17,204 108 0.63 4,855 -1.04 1.8942
2019-05-07 2019-03-31 13F ANTHEM COM 036752103 17,096 -152 -0.88 4,906 8.30 2.0543
2019-01-25 2018-12-31 13F ANTHEM COM 036752103 17,248 809 4.92 4,530 0.55 2.0140
2018-11-09 2018-09-30 13F ANTHEM COM 036752103 16,439 805 5.15 4,505 21.07 1.6606
2018-08-13 2018-06-30 13F ANTHEM COM 036752103 15,634 793 5.34 3,721 14.11 1.4472
2018-05-02 2018-03-31 13F ANTHEM COM 036752103 14,841 97 0.66 3,261 -1.72 1.3748
2018-02-09 2017-12-31 13F ANTHEM COM 036752103 14,744 86 0.59 3,318 19.22 1.3797
2017-11-06 2017-09-30 13F ANTHEM COM 036752103 14,658 -137 -0.93 2,783 0.00 1.2588
2017-07-28 2017-06-30 13F ANTHEM COM 036752103 14,795 1,564 11.82 2,783 27.19 1.2954
2017-05-12 2017-03-31 13F ANTHEM COM 036752103 13,231 857 6.93 2,188 22.99 1.0618
2017-02-17 2016-12-31 13F ANTHEM COM 036752103 12,374 357 2.97 1,779 18.13 0.9002
2016-11-02 2016-09-30 13F ANTHEM COM 036752103 12,017 259 2.20 1,506 -2.46 0.8326
2016-08-05 2016-06-30 13F ANTHEM COM 036752103 11,758 542 4.83 1,544 -0.96 0.8865
2016-04-27 2016-03-31 13F ANTHEM COM 036752103 11,216 233 2.12 1,559 1.83 0.9315
2016-01-19 2015-12-31 13F ANTHEM COM 036752103 10,983 216 2.01 1,531 1.59 0.9698
2015-10-26 2015-09-30 13F ANTHEM COM 036752103 10,767 293 2.80 1,507 -12.33 1.0348
2015-07-13 2015-06-30 13F ANTHEM COM 036752103 10,474 -506 -4.61 1,719 1.42 1.0926
2015-05-15 2015-03-31 13F ANTHEM COM 036752103 10,980 10,980 1,695 1.0491
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.