Elevance Health, Inc.
DE ˙ XTRA
333,90 € ↓ -10,80 (-3,13%)
2026-06-03
AKTIENPREIS
SecurityDE:A58 / Elevance Health, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership2,378 shares
Latest Disclosed Value $ 696,287
Mutual Advisors, LLC reports 3.84% increase in ownership of A58 / Elevance Health, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 2,378 shares of Elevance Health, Inc. (DE:A58) valued at $590,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,290 shares of Elevance Health, Inc.. This represents a change in shares of 3.84% during the quarter. The current value of the position is $794,014 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)
2026-05-01 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,378 88 3.84 696 -13.22 0.0149
2026-02-02 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,290 32 1.42 803 2.69 0.0172
2025-11-04 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 2,258 -112 -4.73 782 14.01 0.0172
2025-07-28 2025-06-30 13F ELEVANCE HEALTH COM 036752103 2,370 345 17.04 685 -19.79 0.0171
2025-04-28 2025-03-31 13F ELEVANCE HEALTH COM 036752103 2,025 -138 -6.38 854 2.52 0.0244
2025-01-17 2024-12-31 13F ELEVANCE HEALTH COM 036752103 2,163 52 2.46 833 -5.77 0.0241
2024-10-25 2024-09-30 13F ELEVANCE HEALTH COM 036752103 2,111 -759 -26.45 885 -41.84 0.0259
2024-07-30 2024-06-30 13F ELEVANCE HEALTH COM 036752103 2,870 187 6.97 1,521 9.27 0.0459
2024-05-02 2024-03-31 13F ELEVANCE HEALTH COM 036752103 2,683 474 21.46 1,391 33.62 0.0446
2024-01-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 2,209 -6 -0.27 1,042 7.99 0.0362
2023-11-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 2,215 440 24.79 965 22.34 0.0376
2023-07-31 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,775 -152 -7.89 788 -11.06 0.0299
2023-04-11 2023-03-31 13F ELEVANCE HEALTH COM 036752103 1,927 239 14.16 886 2.43 0.0364
2023-01-12 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,688 17 1.02 866 13.97 0.0387
2022-11-03 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,671 61 3.79 759 -2.32 0.0390
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COM 036752103 1,610 64 4.14 777 2.37 0.0514
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 1,546 -287 -15.66 759 -10.71 0.0425
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 1,833 -129 -6.57 850 16.12 0.0450
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 1,962 -22 -1.11 732 -3.30 0.0433
2021-08-12 2021-06-30 13F ANTHEM COM 036752103 1,984 51 2.64 757 9.08 0.0449
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 1,933 -130 -6.30 694 4.83 0.0475
2021-02-11 2020-12-31 13F ANTHEM COM 036752103 2,063 -945 -31.42 662 -18.07 0.0492
2020-11-13 2020-09-30 13F ANTHEM COM 036752103 3,008 -2,363 -44.00 808 -42.78 0.0701
2020-08-05 2020-06-30 13F ANTHEM COM 036752103 5,371 29 0.54 1,412 16.41 0.1387
2020-05-13 2020-03-31 13F ANTHEM COM 036752103 5,342 734 15.93 1,213 -12.86 0.1646
2020-02-11 2019-12-31 13F ANTHEM COM 036752103 4,608 717 18.43 1,392 49.04 0.1481
2019-11-01 2019-09-30 13F ANTHEM COM 036752103 3,891 127 3.37 934 -12.05 0.1234
2019-08-15 2019-06-30 13F ANTHEM COM 036752103 3,764 -75 -1.95 1,062 -3.63 0.1380
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 3,839 103 2.76 1,102 12.33 0.1632
2019-02-15 2018-12-31 13F ANTHEM COM 036752103 3,736 0 0.00 981 -4.20 0.1933
2018-11-15 2018-09-30 13F ANTHEM COM 036752103 3,736 3,736 1,024 0.1554
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.