Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,711
+$64,030 QoQ
Shares Held
700
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,176
of 1,597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026DEAN INVESTMENT ASSOCIATES, LLC holds $1,385,430 across 2 Healthcare Plans names. ELV ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,682 | $1,114,719 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
700 | $270,711 |
All Filings in ELV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,711 | 700 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $206,681 | 706 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $250,993 | 716 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $238,785 | 739 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $294,053 | 756 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $274,459 | 631 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $219,126 | 594 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $343,720 | 661 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $346,790 | 640 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $523,206 | 1,009 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $528,147 | 1,120 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $505,087 | 1,160 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $522,485 | 1,176 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $568,325 | 1,236 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $704,307 | 1,373 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $631,393 | 1,390 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $689,124 | 1,428 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $726,514 | 1,479 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $747,690 | 1,613 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $616,238 | 1,653 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $634,933 | 1,663 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $600,164 | 1,672 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $536,541 | 1,671 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $463,586 | 1,726 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $461,792 | 1,756 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $400,271 | 1,763 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||