MassMutual Private Wealth & Trust, FSB
Position in ELV — Elevance Health, Inc.
CIK 1103653
Windsor, CT
Position in ELV
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$318,278
+$121,843 QoQ
Shares Held
823
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,114
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $3,791,876 across 10 Healthcare Plans names. ELV ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,901 | $2,037,002 | |
| 2 | CI |
Cigna Group
|
2,160 | $595,468 | |
| 3 | CVS |
CVS HEALTH Corp
|
4,135 | $427,765 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
823 | $318,278 | |
| 5 | HUM |
Humana Inc
|
470 | $186,693 | |
| 6 | CNC |
Centene Corp
|
2,385 | $153,093 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
264 | $60,376 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
308 | $7,333 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,278 | 823 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $196,435 | 671 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $362,819 | 1,035 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $250,418 | 775 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $414,631 | 1,066 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $505,423 | 1,162 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $256,016 | 694 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $767,520 | 1,476 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $868,601 | 1,603 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $698,473 | 1,347 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $623,402 | 1,322 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $523,374 | 1,202 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $526,927 | 1,186 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $991,350 | 2,156 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,065,438 | 2,077 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,503,988 | 3,311 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,703,989 | 3,531 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,829,794 | 3,725 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,785,556 | 3,852 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,519,160 | 4,075 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,568,816 | 4,109 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,417,852 | 3,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,349,220 | 4,202 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,223,427 | 4,555 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,259,374 | 12,394 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,665,449 | 11,740 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||