INSIGNEO ADVISORY SERVICES, LLC

Position in ELV — Elevance Health, Inc.

CIK 1964958 MIAMI, FL

Position in ELV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$355,404

+$9,374 QoQ

Shares Held

919

-22.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,079

of 1,597 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $5,917,665 across 5 Healthcare Plans names. ELV ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,343	$3,883,230
2	CVS	CVS HEALTH Corp	9,220	$953,809
3	CI	Cigna Group	1,331	$366,930
4	HUM	Humana Inc	902	$358,292
5	ELV	Elevance Health, Inc. This page	919	$355,404

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,404	919	-22.3%	Shares	Sole	2026-08-14
2026-03-31	$346,030	1,182	-1.3%	Shares	Sole	2026-05-12
2025-12-31	$419,958	1,198	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$389,682	1,206	+38.3%	Shares	Sole	2025-11-12
2025-06-30	$339,173	872	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$374,500	861	+12.8%	Shares	Sole	2025-04-18
2024-12-31	$281,470	763	-13.3%	Shares	Sole	2025-02-13
2024-09-30	$457,600	880	+2.1%	Shares	Sole	2024-11-15
2024-06-30	$467,083	862	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$450,611	869	+48.5%	Shares	Sole	2024-05-15
2023-12-31	$275,862	585	+8.9%	Shares	Sole	2024-02-14
2023-09-30	$233,820	537	-37.6%	Shares	Sole	2023-11-14
2023-06-30	$382,089	860	+69.0%	Shares	Sole	2023-08-14
2023-03-31	$234,043	509	+12.4%	Shares	Sole	2023-05-11
2022-12-31	$232,375	453	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.