Grove Bank & Trust

Bank

Position in ELV — Elevance Health, Inc.

CIK 1662212 Miami, FL

Position in ELV

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

Position Value

$1,186,487

+$134,344 QoQ

Shares Held

3,068

-14.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#713

of 1,594 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Healthcare · as of Jun 30, 2026

Grove Bank & Trust holds $4,085,061 across 6 Healthcare Plans names. ELV ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,971	$1,650,466
2	ELV	Elevance Health, Inc. This page	3,068	$1,186,487
3	CNC	Centene Corp	11,074	$710,839
4	CI	Cigna Group	1,217	$335,502
5	CVS	CVS HEALTH Corp	1,720	$177,934
6	HUM	Humana Inc	60	$23,833

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,186,487	3,068	-14.6%	Shares	Defined	2026-07-07
2026-03-31	$1,052,143	3,594	+27.3%	Shares	Defined	2026-04-08
2025-12-31	$989,602	2,823	-12.5%	Shares	Sole	2026-01-08
2025-09-30	$1,042,385	3,226	+2.0%	Shares	Sole	2025-10-06
2025-06-30	$1,230,280	3,163	+21.1%	Shares	Sole	2025-07-11
2025-03-31	$1,136,115	2,612	+1.4%	Shares	Sole	2025-04-17
2024-12-31	$949,917	2,575	+354.1%	Shares	Sole	2025-01-16
2024-09-30	$294,840	567	-15.5%	Shares	Sole	2024-10-11
2024-06-30	$363,588	671	-2.3%	Shares	Sole	2024-07-24
2024-03-31	$356,236	687	0.0%	Shares	Sole	2024-04-30
2023-12-31	$323,961	687	+3.6%	Shares	Sole	2024-01-30
2023-09-30	$288,683	663	+28.2%	Shares	Sole	2023-10-30
2023-06-30	$229,697	517	+2.8%	Shares	Sole	2023-07-27
2023-03-31	$231,284	503	+11.5%	Shares	Sole	2023-05-10
2022-12-31	$231,349	451	0.0%	Shares	Sole	2023-02-03
2022-09-30	$204,862	451	+1.8%	Shares	Sole	2022-10-28
2022-06-30	$213,782	443	0.0%	Shares	Sole	2022-07-29
2022-03-31	$217,610	443	—	Shares	Sole	2022-04-22
No filing history on record for this holder in this stock.