Bruce G. Allen Investments, LLC

Position in ELV — Elevance Health, Inc.

CIK 2005409 DENVER, CO

Position in ELV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$28,618

+$15,152 QoQ

Shares Held

+60.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,432

of 1,592 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $729,424 across 7 Healthcare Plans names. ELV ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	808	$335,829
2	CVS	CVS HEALTH Corp	1,215	$125,691
3	HUM	Humana Inc	271	$107,646
4	CNC	Centene Corp	1,149	$73,754
5	CI	Cigna Group	205	$56,514
6	ELV	Elevance Health, Inc. This page	74	$28,618
7	MOH	Molina Healthcare, Inc.	6	$1,372

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,618	74	+60.9%	Shares	Sole	2026-07-31
2026-03-31	$13,466	46	-34.3%	Shares	Sole	2026-05-08
2025-12-31	$24,538	70	-31.4%	Shares	Sole	2026-02-10
2025-09-30	$32,958	102	-69.4%	Shares	Sole	2025-10-30
2025-06-30	$129,523	333	-3.2%	Shares	Sole	2025-07-09
2025-03-31	$149,626	344	+25.5%	Shares	Sole	2025-04-14
2024-12-31	$101,078	274	-13.0%	Shares	Sole	2025-01-10
2024-09-30	$163,800	315	+1.0%	Shares	Sole	2024-10-08
2024-06-30	$169,060	312	+17.3%	Shares	Sole	2024-07-12
2024-03-31	$137,931	266	+1.5%	Shares	Sole	2024-04-10
2023-12-31	$123,548	262	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.