Clearbridge Investments, LLC

Position in ELV — Elevance Health, Inc.

CIK 1348883 NEW YORK, NY

Position in ELV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,216,652

+$288,342 QoQ

Shares Held

3,146

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

Clearbridge Investments, LLC holds $1,197,175,786 across 3 Healthcare Plans names. ELV ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	8,536,952	$883,147,684
2	UNH	Unitedhealth Group Inc	752,620	$312,811,450
3	ELV	Elevance Health, Inc. This page	3,146	$1,216,652

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,216,652	3,146	-0.8%	Shares	Sole	2026-08-13
2026-03-31	$928,310	3,171	0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,111,594	3,171	-1.9%	Shares	Sole	2026-02-11
2025-09-30	$1,044,000	3,231	-28.1%	Shares	Sole	2025-11-13
2025-06-30	$1,747,986	4,494	-4.7%	Shares	Sole	2025-08-12
2025-03-31	$2,051,706	4,717	-15.5%	Shares	Sole	2025-05-13
2024-12-31	$2,058,830	5,581	-97.5%	Shares	Sole	2025-02-12
2024-09-30	$116,356,760	223,763	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$121,516,981	224,259	+1.7%	Shares	Sole	2024-08-27
2024-03-31	$114,295,548	220,418	-10.9%	Shares	Defined	2024-05-13
2023-12-31	$116,622,918	247,313	-24.6%	Shares	Sole	2024-02-09
2023-09-30	$142,830,387	328,029	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$147,096,421	331,082	-3.3%	Shares	Sole	2023-08-11
2023-03-31	$157,504,237	342,542	-0.9%	Shares	Sole	2023-05-12
2022-12-31	$177,246,011	345,529	-2.6%	Shares	Sole	2023-02-10
2022-09-30	$161,205,687	354,891	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$168,358,167	348,871	+0.3%	Shares	Sole	2022-08-11
2022-03-31	$170,813,895	347,734	-0.5%	Shares	Sole	2022-05-13
2021-12-31	$162,065,172	349,625	+12.0%	Shares	Sole	2022-02-11
2021-09-30	$116,324,784	312,030	+4.5%	Shares	Sole	2021-11-12
2021-06-30	$114,020,752	298,640	+6.0%	Shares	Sole	2021-08-13
2021-03-31	$101,088,216	281,622	-1.8%	Shares	Sole	2021-05-13
2020-12-31	$92,114,941	286,882	-3.4%	Shares	Sole	2021-02-10
2020-09-30	$79,766,663	296,983	-14.7%	Shares	Sole	2020-11-12
2020-06-30	$91,591,989	348,285	-0.5%	Shares	Defined	2020-08-14
2020-03-31	$79,463,772	349,999	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.