Essex Financial Services, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1315785 ESSEX, CT

Position in ELV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,248,364

+$273,507 QoQ

Shares Held

3,228

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#701

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,564,672 across 7 Healthcare Plans names. ELV ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,973	$3,313,817
2	CI	Cigna Group	9,288	$2,560,515
3	CVS	CVS HEALTH Corp	23,774	$2,459,420
4	ELV	Elevance Health, Inc. This page	3,228	$1,248,364
5	CNC	Centene Corp	7,617	$488,935
6	HUM	Humana Inc	713	$283,217
7	MOH	Molina Healthcare, Inc.	920	$210,404

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,248,364	3,228	-3.1%	Shares	Defined	2026-08-10
2026-03-31	$974,857	3,330	-4.3%	Shares	Sole	2026-04-24
2025-12-31	$1,220,264	3,481	-7.6%	Shares	Defined	2026-02-10
2025-09-30	$1,217,193	3,767	-26.1%	Shares	Defined	2025-11-07
2025-06-30	$1,981,751	5,095	-0.4%	Shares	Defined	2025-07-16
2025-03-31	$2,223,950	5,113	+0.8%	Shares	Defined	2025-04-25
2024-12-31	$1,871,060	5,072	-0.8%	Shares	Defined	2025-01-29
2024-09-30	$2,657,720	5,111	-4.3%	Shares	Defined	2024-10-24
2024-06-30	$2,895,157	5,343	+3.6%	Shares	Defined	2024-08-09
2024-03-31	$2,673,073	5,155	-2.4%	Shares	Sole	2024-04-24
2023-12-31	$2,490,308	5,281	+8.3%	Shares	Sole	2024-02-06
2023-09-30	$2,123,978	4,878	+3.4%	Shares	Sole	2023-11-15
2023-06-30	$2,096,160	4,718	-27.3%	Shares	Sole	2023-08-09
2023-03-31	$2,983,247	6,488	-12.5%	Shares	Sole	2023-05-11
2022-12-31	$3,802,646	7,413	-4.5%	Shares	Sole	2023-02-10
2022-09-30	$3,526,265	7,763	+14.4%	Shares	Sole	2022-11-07
2022-06-30	$3,275,753	6,788	+12.0%	Shares	Sole	2022-08-01
2022-03-31	$2,977,284	6,061	-14.7%	Shares	Sole	2022-04-21
2021-12-31	$3,294,842	7,108	+36.1%	Shares	Sole	2022-02-11
2021-09-30	$1,947,134	5,223	+83.7%	Shares	Sole	2021-11-10
2021-06-30	$1,085,457	2,843	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,020,494	2,843	-3.0%	Shares	Sole	2021-05-11
2020-12-31	$941,114	2,931	-0.9%	Shares	Sole	2021-02-05
2020-09-30	$794,489	2,958	+3.6%	Shares	Sole	2020-11-10
2020-06-30	$751,070	2,856	-2.8%	Shares	Sole	2020-08-06
2020-03-31	$666,816	2,937	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.