Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership1,517 shares
Latest Disclosed Value $ 531,784
Clarius Group, LLC ownership in ELV / Elevance Health, Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 1,517 shares of Elevance Health, Inc. (US:ELV) valued at $531,784 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 0 shares of Elevance Health, Inc.. The current value of the position is $593,557 USD.

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)
2026-01-14 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,517 1,517 532 0.0304
2025-10-14 2025-09-30 13F ELEVANCE HEALTH COM 036752103 0 -1,418 -100.00 0 -100.00
2025-07-22 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,418 -954 -40.22 552 -46.56 0.0321
2025-04-18 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,372 558 30.76 1,032 54.11 0.0648
2025-01-16 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,814 -9 -0.49 669 -29.36 0.0457
2024-10-09 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,823 -56 -2.98 948 -6.97 0.0665
2024-07-11 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,879 -60 -3.09 1,018 1.29 0.0722
2024-04-17 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,939 -278 -12.54 1,005 -3.83 0.0694
2024-01-29 2023-12-31 13F ELEVANCE HEALTH COM 036752103 2,217 -21 -0.94 1,045 7.29 0.0867
2023-10-19 2023-09-30 13F ELEVANCE HEALTH COM 036752103 2,238 -656 -22.67 974 -24.20 0.0929
2023-08-10 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,894 62 2.19 1,286 -1.31 0.0994
2023-04-17 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,832 -47 -1.63 1,302 130,100.00 0.1106
2023-01-25 2022-12-31 13F ELEVANCE HEALTH COM 036752103 2,879 73 2.60 1 -99.92 0.1330
2022-10-24 2022-09-30 13F ELEVANCE HEALTH COM 036752103 2,806 60 2.18 1,275 -3.77 0.1275
2022-08-10 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,746 159 6.15 1,325 10.51 0.1322
2022-04-08 2022-03-31 13F ANTHEM COM 036752103 2,587 0 0.00 1,199 0.00 0.0949
2022-02-02 2021-12-31 13F ANTHEM COM 036752103 2,587 15 0.58 1,199 25.03 0.0949
2021-10-18 2021-09-30 13F ANTHEM COM 036752103 2,572 78 3.13 959 0.74 0.0859
2021-08-06 2021-06-30 13F ANTHEM COM 036752103 2,494 -18 -0.72 952 5.54 0.0854
2021-04-27 2021-03-31 13F ANTHEM COM 036752103 2,512 409 19.45 902 33.63 0.0884
2021-01-15 2020-12-31 13F ANTHEM COM 036752103 2,103 74 3.65 675 23.85 0.0727
2020-10-09 2020-09-30 13F ANTHEM COM 036752103 2,029 -274 -11.90 545 -10.07 0.0700
2020-07-08 2020-06-30 13F ANTHEM COM 036752103 2,303 270 13.28 606 31.17 0.0849
2020-04-24 2020-03-31 13F ANTHEM COM 036752103 2,033 304 17.58 462 -11.32 0.0871
2020-01-22 2019-12-31 13F ANTHEM COM 036752103 1,729 -25 -1.43 521 23.75 0.0825
2019-10-22 2019-09-30 13F ANTHEM COM 036752103 1,754 606 52.79 421 29.94 0.0772
2019-08-02 2019-06-30 13F ANTHEM COM 036752103 1,148 -40 -3.37 324 -4.99 0.0652
2019-05-14 2019-03-31 13F ANTHEM COM 036752103 1,188 1,188 341 0.0830
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 0 -1,046 -100.00 0 -100.00
2018-08-06 2018-06-30 13F ANTHEM COM 036752103 1,046 1,046 249 0.1033
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.