Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionVirtue Capital Management, LLC
Latest Disclosed Ownership1,217 shares
Latest Disclosed Value $ 346,589
Virtue Capital Management, LLC reports 24.18% increase in ownership of ELV / Elevance Health, Inc.

On May 7, 2026 - Virtue Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,217 shares of Elevance Health, Inc. (AT:ELV) valued at $346,589 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 18, 2026 disclosing 980 shares of Elevance Health, Inc.. This represents a change in shares of 24.18% 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)
2026-05-07 2026-03-31 13F ELEVANCE HEALTH COM 036752103 1,217 237 24.18 347 -0.29 0.0527
2026-02-18 2025-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 980 -9,134 -90.31 347 -71.18 0.0535
2026-02-12 2025-12-31 13F EXXON MOBIL COM 036752103 10,770 9,939 1,321 0.2035
2026-02-18 2025-09-30 13F/A-1 ELEVANCE HEALTH COM 036752103 10,114 9,319 1,172.20 1,204 289.64 0.1918
2025-10-31 2025-09-30 13F EXXON MOBIL COM 036752103 831 36 269 0.0428
2025-08-13 2025-06-30 13F ELEVANCE HEALTH COM 036752103 795 -277 -25.84 309 -33.97 0.0569
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 1,072 340 46.45 468 73.33 0.0547
2025-02-26 2024-12-31 13F ELEVANCE HEALTH COM 036752103 732 119 19.41 270 -15.09 0.0544
2024-11-18 2024-09-30 13F ELEVANCE HEALTH COM 036752103 613 -14 -2.23 319 0.95 0.0638
2024-08-13 2024-06-30 13F ELEVANCE HEALTH COM 036752103 627 -120 -16.06 316 -15.32 0.0541
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 747 79 11.83 373 16.25 0.0670
2024-02-15 2023-12-31 13F ELEVANCE HEALTH COM 036752103 668 -383 -36.44 321 -31.18 0.0650
2023-11-14 2023-09-30 13F ELEVANCE HEALTH INC COM COM 036752103 1,051 0 0.00 466 0.00 0.0793
2023-07-18 2023-06-30 13F ELEVANCE HEALTH INC COM COM 036752103 1,051 407 63.20 466 59.79 0.0794
2023-05-11 2023-03-31 13F ELEVANCE HEALTH INC COM COM 036752103 644 -253 -28.21 291 -36.74 0.0477
2023-02-10 2022-12-31 13F ELEVANCE HEALTH INC COM COM 036752103 897 228 34.08 460 51.32 0.0702
2022-11-15 2022-09-30 13F ELEVANCE HEALTH INC COM COM 036752103 669 -393 -37.01 304 -40.62 0.0477
2022-08-10 2022-06-30 13F ELEVANCE HEALTH INC COM COM 036752103 1,062 22 2.12 512 0.20 0.0805
2022-05-16 2022-03-31 13F ANTHEM INC COM COM 036752103 1,040 -303 -22.56 511 -17.98 0.0805
2022-01-24 2021-12-31 13F ANTHEM INC COM COM 036752103 1,343 257 23.66 623 53.83 0.0919
2021-11-12 2021-09-30 13F ANTHEM INC COM COM 036752103 1,086 -167 -13.33 405 -15.27 0.0717
2021-07-15 2021-06-30 13F ANTHEM INC COM COM 036752103 1,253 75 6.37 478 13.00 0.0955
2021-05-13 2021-03-31 13F ANTHEM INC COM COM 036752103 1,178 74 6.70 423 19.49 0.0995
2021-02-16 2020-12-31 13F ANTHEM INC COM COM 036752103 1,104 -187 -14.48 354 2.02 0.0868
2020-11-16 2020-09-30 13F ANTHEM INC COM COM 036752103 1,291 -497 -27.80 347 -26.17 0.0854
2020-08-10 2020-06-30 13F ANTHEM INC COM COM 036752103 1,788 1,788 470 0.1084
2020-05-13 2020-03-31 13F ANTHEM INC COM COM 036752103 0 -1,671 -100.00 0 -100.00
2020-02-14 2019-12-31 13F ANTHEM INC COM COM 036752103 1,671 245 17.18 505 47.66 0.1456
2019-11-12 2019-09-30 13F ANTHEM INC COM COM 036752103 1,426 471 49.32 342 26.67 0.1128
2019-11-12 2019-06-30 13F ANTHEM INC COM COM 036752103 955 -43 -4.31 270 -1.46 0.0981
2019-02-13 2018-09-30 13F ANTHEM INC COM COM 036752103 998 998 274 0.0579
2018-08-14 2018-06-30 13F ANTHEM INC COM COM 036752103 0 -547 -100.00 0 -100.00
2018-05-15 2018-03-31 13F ANTHEM INC COM COM 036752103 547 547 124 0.0653
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.