MANNING & NAPIER ADVISORS LLC ELV — ELEVANCE HEALTH INC COM

Ownership history in MANNING & NAPIER ADVISORS LLC  ·  5 quarters on record

AI Ownership Summary

MANNING & NAPIER ADVISORS LLC reported ELEVANCE HEALTH INC COM (ELV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q4. The latest visible filing shows ELV at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MANNING & NAPIER ADVISORS LLC's position in ELEVANCE HEALTH INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELV was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ELV stock page MANNING & NAPIER ADVISORS LLC fund profile MANNING & NAPIER ADVISORS LLC full holdings
How MANNING & NAPIER ADVISORS LLC held ELV — position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 368,426 +344,237 +1423.1% 1.68% $129.2M 2026-02-14 (Est.) $344.68
2025 Q3 REDUCED 36.7% +8.4% ❌ 24,189 -14,025 -36.7% 0.10% $7.8M 2025-10-27 $338.65
2025 Q2 ADDED — — — 38,214 +20,455 +115.2% 0.18% $14.9M 2025-08-13 $289.55
2025 Q1 ADDED — — — 17,759 +8,613 +94.2% 0.10% $7.7M 2025-04-22 $407.21
2024 Q4 INITIATED — — — 9,146 — — 0.04% $3.4M 2025-01-23 $391.33

🏢 Other funds also holding ELV

As of 2026 Q1 — sorted by position size

Focused Investors LLC 3Y 7Y 4.85% Unison Asset Management LLC 3Y 3.8% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.17% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.11% Marathon Asset Management Ltd 3Y 3.01% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 2.57% Allen Mooney & Barnes Investment Advisors LLC 2.09% TWIN CITY PRIVATE WEALTH, LLC 2.03% Polaris Capital Management, LLC 3Y 7Y 1.72% Hosking Partners LLP 3Y 7Y 1.6%

FAQ About MANNING & NAPIER ADVISORS LLC and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MANNING & NAPIER ADVISORS LLC reported owning ELV?

MANNING & NAPIER ADVISORS LLC reported ELV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ELV position in MANNING & NAPIER ADVISORS LLC's portfolio?

The largest reported portfolio weight for ELV was 1.68% in 2025 Q4.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2025 Q4, when MANNING & NAPIER ADVISORS LLC reported 368,426 shares, equal to 1.68% of portfolio, with an estimated market value of $129.2M.

What does the chart on this ELV ownership page compare?

The chart compares MANNING & NAPIER ADVISORS LLC's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MANNING & NAPIER ADVISORS LLC time their ELV position?

Based on 13F filing dates vs. subsequent ELV price moves, MANNING & NAPIER ADVISORS LLC correctly timed 2 out of 4 reported position changes (50%).

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