Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership16,363 shares
Latest Disclosed Value $ 4,790,457
Level Four Advisory Services, Llc reports 46.23% increase in ownership of ELV / Elevance Health, Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 16,363 shares of Elevance Health, Inc. (US:ELV) valued at $4,790,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,190 shares of Elevance Health, Inc.. This represents a change in shares of 46.23% during the quarter. The current value of the position is $6,402,351 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)
2026-05-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 16,363 5,173 46.23 4,790 22.13 0.1573
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 11,190 -4,169 -27.14 3,923 -20.98 0.1284
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 15,359 -1,588 -9.37 4,963 -24.71 0.1699
2025-08-13 2025-06-30 13F ELEVANCE HEALTH COM 036752103 16,947 950 5.94 6,592 -5.26 0.2429
2025-05-14 2025-03-31 13F ELEVANCE HEALTH COM 036752103 15,997 5,187 47.98 6,959 74.52 0.2862
2025-02-12 2024-12-31 13F ELEVANCE HEALTH COM 036752103 10,810 -2,403 -18.19 3,988 -25.63 0.1630
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 13,213 1,428 12.12 5,362 -16.05 0.2257
2024-08-09 2024-06-30 13F ELEVANCE HEALTH COM 036752103 11,785 6,951 143.79 6,386 180.21 0.2879
2024-05-13 2024-03-31 13F ELEVANCE HEALTH COM 036752103 4,834 0 0.00 2,280 0.00 0.1252
2024-02-08 2023-12-31 13F ELEVANCE HEALTH COM 036752103 4,834 -399 -7.62 2,280 0.04 0.1279
2023-11-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 5,233 2,697 106.35 2,279 102.31 0.1469
2023-07-10 2023-06-30 13F ELEVANCE HEALTH COM 036752103 2,536 106 4.36 1,127 0.81 0.0677
2023-06-05 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,430 824 51.31 1,117 35.72 0.0733
2023-02-13 2022-12-31 13F ELEVANCE HEALTH COM 036752103 1,606 459 40.02 824 57.97 0.0612
2022-11-07 2022-09-30 13F ELEVANCE HEALTH COM 036752103 1,147 -2 -0.17 521 -5.96 0.0506
2022-08-08 2022-06-30 13F ELEVANCE HEALTH COM 036752103 1,149 2 0.17 554 -1.60 0.0523
2022-05-10 2022-03-31 13F ANTHEM COM 036752103 1,147 112 10.82 563 17.29 0.0441
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 1,035 -99 -8.73 480 13.48 0.0366
2021-10-12 2021-09-30 13F ANTHEM COM 036752103 1,134 175 18.25 423 15.57 0.0440
2021-08-09 2021-06-30 13F ANTHEM COM 036752103 959 -127 -11.69 366 -6.15 0.0253
2021-05-10 2021-03-31 13F ANTHEM COM 036752103 1,086 91 9.15 390 22.26 0.0303
2021-02-10 2020-12-31 13F ANTHEM COM 036752103 995 -76 -7.10 319 10.76 0.0256
2020-11-02 2020-09-30 13F ANTHEM COM 036752103 1,071 -486 -31.21 288 -29.58 0.0222
2020-08-17 2020-06-30 13F/A-1 ANTHEM COM 036752103 1,557 150 10.66 409 27.41 0.0316
2020-05-13 2020-03-31 13F ANTHEM COM 036752103 1,407 94 7.16 321 -19.14 0.0385
2020-02-13 2019-12-31 13F ANTHEM COM 036752103 1,313 417 46.54 397 84.65 0.0157
2019-11-12 2019-09-30 13F ANTHEM COM 036752103 896 -127 -12.41 215 -25.61 0.0222
2019-08-14 2019-06-30 13F ANTHEM COM 036752103 1,023 123 13.67 289 12.02 0.0292
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 900 -41 -4.36 258 4.45 0.0284
2019-02-07 2018-12-31 13F ANTHEM COM 036752103 941 208 28.38 247 22.89 0.0308
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 733 733 201 0.0217
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.