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Cherokee Insurance’s Elevance Health ELV Stock Holding History

Cherokee Insurance’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
Q2 		$251K Buy
+650
New +$241K 0.1% 107
2026
Q1 		– Sell
-650
Closed -$228K – 122
2025
Q4 		$228K Hold
650
– – 0.09% 112
2025
Q3 		$210K Hold
650
– – 0.09% 111
2025
Q2 		$253K Hold
650
– – 0.11% 112
2025
Q1 		$283K Hold
650
– – 0.12% 103
2024
Q4 		$240K Buy
+650
New +$272K 0.11% 108

Other funds holding ELV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Cherokee Insurance's ELV Position: Q2 2026 in Review

Cherokee Insurance opened a new position in Elevance Health (ELV) in Q2 2026: 650 shares worth $251K. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: Cherokee Insurance previously reported a position in ELV as recently as Q4 2025.

Cherokee Insurance first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q1 2025. 733 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cherokee Insurance held 650 shares of Elevance Health worth $251K as of Q2 2026.
  • Elevance Health was a new Cherokee Insurance position in Q2 2026.
  • Elevance Health made up 0.1% of Cherokee Insurance's portfolio in Q2 2026, its #107 holding.
  • Cherokee Insurance first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Cherokee Insurance's Elevance Health position peaked at $283K in Q1 2025.
  • 733 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.