Position in ELV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,440,182
+$634,534 QoQ
Shares Held
3,724
+35.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#675
of 1,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $2,571,021 across 2 Healthcare Plans names. ELV ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
3,724 | $1,440,182 | |
| 2 | CI |
Cigna Group
|
4,102 | $1,130,839 |
All Filings in ELV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,440,182 | 3,724 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $805,648 | 2,752 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $521,618 | 1,488 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $569,014 | 1,761 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $731,244 | 1,880 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $888,188 | 2,042 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $783,543 | 2,124 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,433,560 | 6,603 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,582,778 | 6,612 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,431,697 | 6,618 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,724,673 | 5,778 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,760,127 | 6,339 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,836,791 | 6,385 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,048,540 | 6,630 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,574,887 | 6,969 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,169,232 | 6,977 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,438,865 | 7,126 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,885,426 | 5,874 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,852,769 | 3,997 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,524,379 | 4,089 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,376,954 | 11,464 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,311,706 | 12,012 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $7,157,737 | 22,292 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $6,692,724 | 24,918 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $10,232,288 | 38,909 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,090,681 | 40,040 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||