AssuredPartners Investment Advisors’s Elevance Health ELV Stock Holding History

AssuredPartners Investment Advisors’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Buy	742 +47	+7%	+$15.4K	0.02%	365
2025 Q4	$244K	Buy	+695	New	+$235K	0.04%	302
2025 Q2	–	Sell	-1,110	Closed	-$483K	–	273
2025 Q1	$483K	Buy	1,110 +23	+2%	+$9.23K	0.09%	203
2024 Q4	$401K	Buy	+1,087	New	+$455K	0.08%	224

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AssuredPartners Investment Advisors's ELV Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Elevance Health (ELV) stake by 6.8% in Q1 2026, buying an estimated $15.4K and bringing the position to 742 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #365.

AssuredPartners Investment Advisors first reported a position in ELV in Q4 2024 and has held it in 4 quarters since. The position peaked at $483K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

AssuredPartners Investment Advisors held 742 shares of Elevance Health worth $225K as of Q1 2026.
AssuredPartners Investment Advisors bought 47 Elevance Health shares in Q1 2026, an estimated $15.4K.
Elevance Health made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #365 holding.
AssuredPartners Investment Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 4 quarters since.
AssuredPartners Investment Advisors's Elevance Health position peaked at $483K in Q1 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.