Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership36,151 shares
Latest Disclosed Value $ 10,583,205
Utah Retirement Systems reports 2.73% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 36,151 shares of Elevance Health, Inc. (AT:ELV) valued at $10,583,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,167 shares of Elevance Health, Inc.. This represents a change in shares of -2.73% 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 36,151 -1,016 -2.73 10,583 -18.77 0.1082
2026-02-17 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 37,167 -204 -0.55 13,029 7.89 0.1240
2025-11-14 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 37,371 -611 -1.61 12,075 -18.26 0.1173
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 37,982 -514 -1.34 14,773 -11.77 0.1543
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 38,496 -154 -0.40 16,744 17.44 0.1932
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 38,650 200 0.52 14,258 -28.69 0.1571
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 38,450 162 0.42 19,994 -3.62 0.2256
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 38,288 -2,900 -7.04 20,747 -2.86 0.2464
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 41,188 68 0.17 21,358 10.14 0.2497
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 41,120 226 0.55 19,391 8.90 0.2469
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 40,894 200 0.49 17,806 -1.51 0.2545
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 40,694 -2,274 -5.29 18,080 -8.49 0.2507
2023-05-16 2023-03-31 13F ELEVANCE HEALTH COM 036752103 42,968 132 0.31 19,757 -10.09 0.2857
2023-02-15 2022-12-31 13F ELEVANCE HEALTH COM 036752103 42,836 -353 -0.82 21,974 12.00 0.3485
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 43,189 211 0.49 19,618 -5.41 0.3271
2022-08-16 2022-06-30 13F ELEVANCE HEALTH COM 036752103 42,978 -700 -1.60 20,740 -3.33 0.3321
2022-05-13 2022-03-31 13F ANTHEM COM 036752103 43,678 -753 -1.69 21,455 4.17 0.2855
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 44,431 100 0.23 20,596 24.63 0.2545
2021-11-16 2021-09-30 13F ANTHEM COM 036752103 44,331 -2,300 -4.93 16,526 -7.18 0.2235
2021-08-16 2021-06-30 13F ANTHEM COM 036752103 46,631 -1,200 -2.51 17,804 3.70 0.2292
2021-05-17 2021-03-31 13F ANTHEM COM 036752103 47,831 -2,052 -4.11 17,169 7.19 0.2393
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 49,883 1,400 2.89 16,017 23.00 0.2273
2020-11-16 2020-09-30 13F ANTHEM COM 036752103 48,483 300 0.62 13,022 2.76 0.2161
2020-08-13 2020-06-30 13F/A-1 ANTHEM COM 036752103 48,183 -200 -0.41 12,672 15.36 0.2326
2020-08-13 2020-06-30 13F ANTHEM COM 036752103 48,183 -200 12,672 232,582.4693
2020-05-15 2020-03-31 13F ANTHEM COM 036752103 48,383 0 0.00 10,985 -24.83 0.2376
2020-02-12 2019-12-31 13F ANTHEM COM 036752103 48,383 -500 -1.02 14,613 24.50 0.2569
2019-11-14 2019-09-30 13F ANTHEM COM 036752103 48,883 0 0.00 11,737 -14.92 0.2233
2019-08-14 2019-06-30 13F ANTHEM COM 036752103 48,883 -274 -0.56 13,795 -2.21 0.2642
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 49,157 675 1.39 14,107 10.79 0.2796
2019-02-08 2018-12-31 13F ANTHEM COM 036752103 48,482 100 0.21 12,733 -3.97 0.2879
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 48,382 1,100 2.33 13,259 17.82 0.2569
2018-08-10 2018-06-30 13F ANTHEM COM 036752103 47,282 -600 -1.25 11,254 6.98 0.2329
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 47,882 0 0.00 10,520 -2.36 0.2238
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 47,882 -800 -1.64 10,774 16.55 0.2264
2017-11-13 2017-09-30 13F ANTHEM COM 036752103 48,682 0 0.00 9,244 0.94 0.2079
2017-08-08 2017-06-30 13F ANTHEM COM 036752103 48,682 400 0.83 9,158 14.69 0.2134
2017-05-11 2017-03-31 13F ANTHEM COM 036752103 48,282 100 0.21 7,985 15.26 0.1910
2017-02-10 2016-12-31 13F ANTHEM COM 036752103 48,182 -100 -0.21 6,928 14.51 0.1743
2016-11-07 2016-09-30 13F ANTHEM COM 036752103 48,282 0 0.00 6,050 -4.59 0.1566
2016-08-03 2016-06-30 13F ANTHEM COM 036752103 48,282 900 1.90 6,341 -3.72 0.1690
2016-05-10 2016-03-31 13F ANTHEM COM 036752103 47,382 100 0.21 6,586 -0.11 0.1786
2016-02-11 2015-12-31 13F ANTHEM COM 036752103 47,282 100 0.21 6,593 -0.18 0.1787
2015-11-03 2015-09-30 13F ANTHEM COM 036752103 47,182 200 0.43 6,605 -14.34 0.1891
2015-08-11 2015-06-30 13F ANTHEM COM 036752103 46,982 -3,100 -6.19 7,711 -0.28 0.2049
2015-05-14 2015-03-31 13F ANTHEM COM 036752103 50,082 1,600 3.30 7,733 26.92 0.2032
2015-02-11 2014-12-31 13F ANTHEM COM 036752103 48,482 48,482 6,093 0.1675
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.