ELV — ELEVANCE HEALTH INC

Ownership history in Advisory Resource Group  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in ELEVANCE HEALTH INC (ELV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.14% (2025 Q4)
Avg. % of fund
1.07%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,464 -464 -2.5% 1.14% $6.5M $348.40
2025 Q3 ADDED 18,928 +5,694 +43.0% 1.10% $6.1M $319.49
2025 Q2 INITIATED 13,234 — — 0.99% $5.1M $382.51
% of Fund (quarterly)    ELV price (monthly, adj. close)

Other funds also holding ELV

As of 2025 Q4 — sorted by position size

8 KNOTS MANAGEMENT, LLC 20.66% High Ground Investment Management LLP 3Y 16.64% Brave Warrior Advisors, LLC 3Y 7Y 10.28% Hyperion Capital Advisors LP 3Y 8.86% BAUPOST GROUP LLC/MA 3Y 7Y 8.43% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 7.79% Immersion Capital LLP 3Y 7Y 7.3% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 6.13% Focused Investors LLC 3Y 7Y 5.83% TenCore Partners, LP 3Y 5.55%
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