Patriot Financial Group Insurance Agency, LLC

Insurance

Position in ELV — Elevance Health, Inc.

CIK 1694883 Westborough, MA

Position in ELV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$432,364

-$222,225 QoQ

Shares Held

1,118

-50.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,009

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $4,600,032 across 4 Healthcare Plans names. ELV ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	5,668	$1,562,554
2	CVS	CVS HEALTH Corp	14,881	$1,539,439
3	UNH	Unitedhealth Group Inc	2,564	$1,065,675
4	ELV	Elevance Health, Inc. This page	1,118	$432,364

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,364	1,118	-50.0%	Shares	Sole	2026-07-16
2026-03-31	$654,589	2,236	+56.0%	Shares	Sole	2026-04-22
2025-12-31	$502,338	1,433	-67.9%	Shares	Sole	2026-01-26
2025-09-30	$1,441,761	4,462	-31.3%	Shares	Sole	2025-10-08
2025-06-30	$2,525,128	6,492	+12.3%	Shares	Sole	2025-07-21
2025-03-31	$2,515,373	5,783	+28.8%	Shares	Sole	2025-04-14
2024-12-31	$1,656,361	4,490	+11.9%	Shares	Sole	2025-01-22
2024-09-30	$2,086,240	4,012	0.0%	Shares	Sole	2024-10-24
2024-06-30	$2,173,942	4,012	+12.8%	Shares	Sole	2024-07-26
2024-03-31	$1,843,928	3,556	+18.0%	Shares	Sole	2024-04-30
2023-12-31	$1,420,810	3,013	+59.4%	Shares	Sole	2024-01-19
2023-09-30	$822,943	1,890	+21.9%	Shares	Sole	2023-10-19
2023-06-30	$688,649	1,550	-12.5%	Shares	Sole	2023-07-17
2023-03-31	$814,323	1,771	+4.1%	Shares	Sole	2023-04-20
2022-12-31	$872,561	1,701	+6.6%	Shares	Sole	2023-01-17
2022-09-30	$724,512	1,595	+6.3%	Shares	Sole	2022-11-01
2022-06-30	$724,352	1,501	-2.6%	Shares	Sole	2022-07-29
2022-03-31	$756,970	1,541	+3.6%	Shares	Sole	2022-05-11
2021-12-31	$689,283	1,487	+1.4%	Shares	Sole	2022-01-10
2021-09-30	$546,897	1,467	+14.9%	Shares	Sole	2021-11-24
2021-06-30	$487,558	1,277	+15.6%	Shares	Sole	2021-07-30
2021-03-31	$396,639	1,105	+32.3%	Shares	Sole	2021-04-29
2020-12-31	$268,110	835	+15.3%	Shares	Sole	2021-01-15
2020-09-30	$194,459	724	+7.3%	Shares	Sole	2020-10-21
2020-06-30	$177,511	675	+12.9%	Shares	Sole	2020-07-10
2020-03-31	$135,769	598	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.