Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,047,986
+$413,462 QoQ
Shares Held
13,053
-17.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#442
of 1,592 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Johnson Financial Group, Inc. holds $11,607,770 across 8 Healthcare Plans names. ELV ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
15,176 | $6,307,600 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
13,053 | $5,047,986 | |
| 3 | CVS |
CVS HEALTH Corp
|
1,594 | $164,899 | |
| 4 | CI |
Cigna Group
|
106 | $29,221 | |
| 5 | HUM |
Humana Inc
|
65 | $25,819 | |
| 6 | CNC |
Centene Corp
|
317 | $20,348 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
52 | $11,892 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
1 | $5 |
All Filings in ELV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,047,986 | 13,053 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,634,524 | 15,831 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,162,549 | 14,727 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,905,550 | 12,087 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,220,944 | 3,139 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $63,960 | 123 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $66,648 | 123 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,705 | 119 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $128,263 | 272 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $24,818 | 57 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $35,098 | 79 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,209 | 57 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,492 | 38 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,162 | 62 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,257 | 100 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $46,664 | 95 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $56,551 | 122 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,350 | 68 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $25,962 | 68 | Shares | Defined | 2021-08-13 | |
| 2020-03-31 | $227 | 1 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||