Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,933,650
-$4,098,350 QoQ
Shares Held
5,000
-56.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#596
of 1,597 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BAMCO INC /NY/ holds $6,114,472 across 2 Healthcare Plans names. ELV ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,059 | $4,180,822 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
5,000 | $1,933,650 |
All Filings in ELV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,933,650 | 5,000 | Shares | Defined | 2026-08-14 | |
| 2024-09-30 | $6,032,000 | 11,600 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,285,576 | 11,600 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,666,860 | 9,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,159,452 | 6,700 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,917,314 | 6,700 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,176,326 | 9,400 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,747,625 | 12,500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,950,452 | 11,600 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,269,184 | 11,600 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $4,715,712 | 9,600 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||