PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in ELV — Elevance Health, Inc.
CIK 1238990
EDINA, MN
Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,981,030
+$2,180,741 QoQ
Shares Held
23,223
-0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#370
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, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $20,211,768 across 2 Healthcare Plans names. ELV ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
27,021 | $11,230,738 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
23,223 | $8,981,030 |
All Filings in ELV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,981,030 | 23,223 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,800,289 | 23,229 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,870,429 | 19,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,512,216 | 23,249 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,009,480 | 23,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,670,465 | 22,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,261,146 | 22,394 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,740,040 | 22,577 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,376,624 | 22,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,798,859 | 22,754 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,318,383 | 24,002 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,615,539 | 24,380 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $10,865,556 | 24,456 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,355,007 | 24,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,803,731 | 24,960 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,450,027 | 25,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,975,705 | 24,816 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,129,943 | 28,765 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,124,208 | 28,313 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,517,433 | 28,212 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,768,287 | 28,204 | Shares | Sole | 2021-09-10 | |
| 2021-03-31 | $10,272,790 | 28,619 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $9,176,431 | 28,579 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,882,310 | 29,347 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,818,132 | 29,729 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,796,669 | 29,936 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||