Bryn Mawr Trust Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1700481 PHILADELPHIA, PA

Position in ELV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$254,468

+$32,921 QoQ

Shares Held

658

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,208

of 1,597 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $11,706,514 across 4 Healthcare Plans names. ELV ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	25,559	$10,623,087
2	CVS	CVS HEALTH Corp	4,778	$494,284
3	CI	Cigna Group	1,214	$334,675
4	ELV	Elevance Health, Inc. This page	658	$254,468

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,468	658	+4.1%	Shares	Sole	2026-08-03
2025-12-31	$221,547	632	-11.0%	Shares	Sole	2026-02-04
2025-09-30	$229,415	710	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$274,605	706	-47.3%	Shares	Sole	2025-08-06
2025-03-31	$582,411	1,339	-40.3%	Shares	Sole	2025-05-02
2024-12-31	$827,442	2,243	+0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,165,840	2,242	-1.8%	Shares	Sole	2024-10-25
2024-06-30	$1,237,608	2,284	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$1,181,752	2,279	-6.6%	Shares	Sole	2024-05-02
2023-12-31	$1,150,134	2,439	-3.4%	Shares	Sole	2024-02-02
2023-09-30	$1,099,000	2,524	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$1,117,833	2,516	+5.3%	Shares	Sole	2023-08-11
2023-03-31	$1,098,486	2,389	-3.0%	Shares	Sole	2023-05-02
2022-12-31	$1,263,958	2,464	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.