AMG National Trust Bank

Bank

Position in ELV — Elevance Health, Inc.

CIK 1388829 GREENWOOD VILLAGE, CO

Position in ELV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,967,933

+$2,830,858 QoQ

Shares Held

12,846

+76.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#447

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

AMG National Trust Bank holds $18,122,797 across 4 Healthcare Plans names. ELV ranks #3 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	14,966	$6,220,318
2	CVS	CVS HEALTH Corp	56,464	$5,841,200
3	ELV	Elevance Health, Inc. This page	12,846	$4,967,933
4	CI	Cigna Group	3,966	$1,093,346

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,967,933	12,846	+76.0%	Shares	Sole	2026-08-07
2026-03-31	$2,137,075	7,300	+84.7%	Shares	Sole	2026-05-04
2025-12-31	$1,385,373	3,952	+0.7%	Shares	Sole	2026-01-30
2025-09-30	$1,268,569	3,926	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$1,534,836	3,946	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,716,352	3,946	-0.1%	Shares	Sole	2025-05-05
2024-12-31	$1,456,417	3,948	-2.7%	Shares	Sole	2025-02-07
2024-09-30	$2,110,680	4,059	-0.0%	Shares	Sole	2024-11-07
2024-06-30	$2,199,951	4,060	-2.5%	Shares	Sole	2024-07-25
2024-03-31	$2,159,200	4,164	-4.7%	Shares	Sole	2024-05-06
2023-12-31	$2,060,717	4,370	-2.7%	Shares	Sole	2024-02-08
2023-09-30	$1,955,906	4,492	0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,995,750	4,492	-6.1%	Shares	Sole	2023-08-03
2023-03-31	$2,198,811	4,782	+2.4%	Shares	Sole	2023-05-10
2022-12-31	$2,396,595	4,672	+3.1%	Shares	Sole	2023-02-08
2022-09-30	$2,058,161	4,531	0.0%	Shares	Sole	2022-11-04
2022-06-30	$2,186,569	4,531	0.0%	Shares	Sole	2022-08-05
2022-03-31	$2,225,717	4,531	-1.0%	Shares	Sole	2022-05-10
2021-12-31	$2,121,159	4,576	0.0%	Shares	Sole	2022-02-04
2021-09-30	$1,705,932	4,576	0.0%	Shares	Sole	2021-10-28
2021-06-30	$1,747,116	4,576	-6.7%	Shares	Sole	2021-08-03
2021-03-31	$1,761,367	4,907	0.0%	Shares	Sole	2021-05-11
2020-12-31	$1,575,588	4,907	-4.4%	Shares	Sole	2021-02-10
2020-09-30	$1,378,672	5,133	-10.5%	Shares	Sole	2020-10-22
2020-06-30	$1,507,664	5,733	+13.1%	Shares	Sole	2020-08-13
2020-03-31	$1,150,411	5,067	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.