Convergence Investment Partners, LLC

Position in ELV — Elevance Health, Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in ELV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$231,651

+$9,052 QoQ

Shares Held

599

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,255

of 1,597 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $24,690,056 across 6 Healthcare Plans names. ELV ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	14,197	$5,900,699
2	CI	Cigna Group	20,847	$5,747,100
3	CVS	CVS HEALTH Corp	50,785	$5,253,708
4	CNC	Centene Corp	72,957	$4,683,109
5	OSCR	Oscar Health, Inc.	100,764	$2,873,789
6	ELV	Elevance Health, Inc. This page	599	$231,651

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,651	599	-5.7%	Shares	Sole	2026-07-31
2025-12-31	$222,599	635	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$204,858	634	+10.3%	Shares	Sole	2025-11-04
2025-06-30	$223,652	575	-2.0%	Shares	Sole	2025-08-01
2025-03-31	$255,321	587	+1.7%	Shares	Sole	2025-05-06
2024-12-31	$212,855	577	-14.9%	Shares	Sole	2025-01-31
2024-09-30	$352,560	678	-1.3%	Shares	Sole	2024-10-29
2024-06-30	$372,257	687	-3.0%	Shares	Sole	2024-08-01
2024-03-31	$367,126	708	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$335,279	711	-0.8%	Shares	Sole	2024-02-05
2023-09-30	$312,196	717	+2.4%	Shares	Sole	2023-11-02
2023-06-30	$311,003	700	-5.5%	Shares	Sole	2023-07-26
2023-03-31	$340,719	741	-0.5%	Shares	Sole	2023-05-09
2022-12-31	$382,162	745	-9.1%	Shares	Sole	2023-02-03
2022-09-30	$372,476	820	-15.6%	Shares	Sole	2022-11-08
2022-06-30	$468,585	971	+10.0%	Shares	Sole	2022-08-05
2022-03-31	$433,747	883	-0.8%	Shares	Sole	2022-04-26
2021-12-31	$412,550	890	-2.6%	Shares	Sole	2022-01-25
2021-09-30	$340,739	914	+6.5%	Shares	Sole	2021-10-25
2021-06-30	$327,584	858	-3.6%	Shares	Sole	2021-07-19
2021-03-31	$319,465	890	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$288,981	900	+1.0%	Shares	Sole	2021-02-05
2020-09-30	$239,313	891	+0.6%	Shares	Sole	2020-10-28
2020-06-30	$233,000	886	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.