AssuredPartners Investment Advisors, LLC
Position in ELV — Elevance Health, Inc.
CIK 2055492
Tampa, FL
Position in ELV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$312,477
+$95,257 QoQ
Shares Held
808
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,123
of 1,597 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026AssuredPartners Investment Advisors, LLC holds $1,665,863 across 4 Healthcare Plans names. ELV ranks #3 (18.8% of the industry book) .
All Filings in ELV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,477 | 808 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $217,220 | 742 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,632 | 695 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $482,805 | 1,110 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $400,994 | 1,087 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||