Prudent Man Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1817174 NAPERVILLE, IL

Position in ELV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$478,385

+$156,068 QoQ

Shares Held

1,237

+12.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#978

of 1,592 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Prudent Man Advisors, LLC holds $1,929,772 across 3 Healthcare Plans names. ELV ranks #3 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,928	$801,334
2	CI	Cigna Group	2,358	$650,053
3	ELV	Elevance Health, Inc. This page	1,237	$478,385

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,385	1,237	+12.4%	Shares	Sole	2026-08-05
2026-03-31	$322,317	1,101	+53.1%	Shares	Sole	2026-05-08
2025-12-31	$252,045	719	0.0%	Shares	Sole	2026-02-11
2025-09-30	$232,323	719	-42.8%	Shares	Sole	2025-11-13
2025-06-30	$489,311	1,258	+0.1%	Shares	Sole	2025-07-31
2025-03-31	$546,744	1,257	+2.3%	Shares	Sole	2025-05-01
2024-12-31	$453,378	1,229	-17.1%	Shares	Sole	2025-02-05
2024-09-30	$770,640	1,482	-1.7%	Shares	Sole	2024-11-07
2024-06-30	$817,124	1,508	+4.7%	Shares	Sole	2024-08-13
2024-03-31	$746,697	1,440	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$679,989	1,442	-6.1%	Shares	Sole	2024-02-13
2023-09-30	$668,369	1,535	+0.3%	Shares	Sole	2023-11-09
2023-06-30	$679,763	1,530	-1.4%	Shares	Sole	2023-08-10
2023-03-31	$713,625	1,552	-2.4%	Shares	Sole	2023-05-05
2022-12-31	$815,622	1,590	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$719,516	1,584	-13.3%	Shares	Sole	2022-11-09
2022-06-30	$881,191	1,826	+31.7%	Shares	Sole	2022-08-05
2022-03-31	$680,830	1,386	-1.4%	Shares	Sole	2022-05-09
2021-12-31	$651,737	1,406	-23.5%	Shares	Sole	2022-02-10
2021-09-30	$685,206	1,838	-2.1%	Shares	Sole	2021-11-10
2021-06-30	$716,638	1,877	-1.6%	Shares	Sole	2021-08-03
2021-03-31	$684,517	1,907	+2.6%	Shares	Sole	2021-05-14
2020-12-31	$596,585	1,858	-1.4%	Shares	Sole	2021-02-11
2020-09-30	$506,023	1,884	+0.7%	Shares	Sole	2020-11-16
2020-06-30	$491,772	1,870	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.