Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionMonetary Management Group Inc
Latest Disclosed Ownership250 shares
Latest Disclosed Value $ 73,187
Monetary Management Group Inc ownership in ELV / Elevance Health, Inc.

On May 13, 2026 - Monetary Management Group Inc filed a 13F-HR form disclosing ownership of 250 shares of Elevance Health, Inc. (AT:ELV) valued at $73,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 250 shares of Elevance Health, Inc.. This represents a change in shares of 0.00% 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 COM 036752103 250 0 0.00 73 -16.09 0.0175
2026-02-11 2025-12-31 13F Elevance Health COM 036752103 250 0 0.00 88 8.75 0.0203
2025-11-12 2025-09-30 13F Elevance Health COM 036752103 250 0 0.00 81 -17.53 0.0185
2025-08-14 2025-06-30 13F Elevance Health COM 036752103 250 -150 -37.50 97 -43.93 0.0239
2025-05-14 2025-03-31 13F Elevance Health COM 036752103 400 0 0.00 174 17.69 0.0470
2025-02-13 2024-12-31 13F Elevance Health COM 036752103 400 150 60.00 148 13.08 0.0383
2024-11-13 2024-09-30 13F Elevance Health COM 036752103 250 0 0.00 130 -3.70 0.0334
2024-07-16 2024-06-30 13F Anthem COM 036752103 250 0 0.00 135 4.65 0.0358
2024-05-13 2024-03-31 13F Anthem COM 036752103 250 0 0.00 130 10.26 0.0361
2024-02-14 2023-12-31 13F Anthem COM 036752103 250 -50 -16.67 118 -10.00 0.0368
2023-11-09 2023-09-30 13F Anthem COM 036752103 300 0 0.00 131 -2.26 0.0435
2023-08-11 2023-06-30 13F Anthem COM 036752103 300 50 20.00 133 16.67 0.0408
2023-05-11 2023-03-31 13F Anthem COM 036752103 250 0 0.00 115 -10.94 0.0338
2023-02-13 2022-12-31 13F Anthem COM 036752103 250 0 0.00 128 12.28 0.0400
2022-11-14 2022-09-30 13F Anthem COM 036752103 250 0 0.00 114 -5.79 0.0376
2022-08-11 2022-06-30 13F Anthem COM 036752103 250 0 0.00 121 -1.63 0.0379
2022-05-12 2022-03-31 13F Anthem COM 036752103 250 0 0.00 123 6.03 0.0326
2022-02-14 2021-12-31 13F Anthem COM 036752103 250 0 0.00 116 24.73 0.0287
2021-11-12 2021-09-30 13F Anthem COM 036752103 250 0 0.00 93 -2.11 0.0256
2021-08-12 2021-06-30 13F Anthem COM 036752103 250 0 0.00 95 5.56 0.0286
2021-05-17 2021-03-31 13F Anthem COM 036752103 250 0 0.00 90 12.50 0.0283
2021-02-12 2020-12-31 13F Anthem COM 036752103 250 0 0.00 80 19.40 0.0264
2020-11-12 2020-09-30 13F Anthem COM 036752103 250 0 0.00 67 1.52 0.0239
2020-08-13 2020-06-30 13F Anthem COM 036752103 250 0 0.00 66 15.79 0.0249
2020-05-14 2020-03-31 13F Anthem COM 036752103 250 -1,000 -80.00 57 -84.92 0.0252
2020-02-13 2019-12-31 13F Anthem COM 036752103 1,250 0 0.00 378 26.00 0.1382
2019-11-12 2019-09-30 13F Anthem COM 036752103 1,250 -225 -15.25 300 -27.88 0.1136
2019-08-13 2019-06-30 13F Anthem COM 036752103 1,475 0 0.00 416 -1.65 0.1598
2019-05-14 2019-03-31 13F Anthem COM 036752103 1,475 -100 -6.35 423 2.17 0.1675
2019-02-13 2018-12-31 13F Anthem COM 036752103 1,575 -125 -7.35 414 -11.16 0.1871
2018-11-13 2018-09-30 13F Anthem COM 036752103 1,700 -375 -18.07 466 -5.67 0.1780
2018-08-13 2018-06-30 13F Anthem COM 036752103 2,075 0 0.00 494 8.33 0.2015
2018-05-14 2018-03-31 13F Anthem COM 036752103 2,075 0 0.00 456 -2.36 0.1890
2018-02-14 2017-12-31 13F Anthem COM 036752103 2,075 0 0.00 467 18.53 0.1882
2017-11-13 2017-09-30 13F Anthem COM 036752103 2,075 -125 -5.68 394 -4.83 0.1661
2017-08-14 2017-06-30 13F Anthem COM 036752103 2,200 -300 -12.00 414 0.24 0.1692
2017-05-15 2017-03-31 13F Anthem COM 036752103 2,500 -50 -1.96 413 12.53 0.1796
2017-02-13 2016-12-31 13F Anthem COM 036752103 2,550 0 0.00 367 14.69 0.1696
2016-11-10 2016-09-30 13F Anthem COM 036752103 2,550 0 0.00 320 -4.48 0.1480
2016-08-12 2016-06-30 13F Anthem COM 036752103 2,550 -125 -4.67 335 -9.95 0.1558
2016-05-11 2016-03-31 13F Anthem COM 036752103 2,675 0 0.00 372 -0.27 0.1809
2016-02-11 2015-12-31 13F Anthem COM 036752103 2,675 -250 -8.55 373 -8.80 0.1786
2015-11-25 2015-09-30 13F Anthem COM 036752103 2,925 -525 -15.22 409 -27.74 0.2046
2015-08-11 2015-06-30 13F Anthem COM 036752103 3,450 -850 -19.77 566 -14.76 0.2553
2015-05-12 2015-03-31 13F Anthem COM 036752103 4,300 600 16.22 664 42.80 0.2930
2015-02-12 2014-12-31 13F Anthem COM 036752103 3,700 3,700 465 0.2065
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.