Position in ELV
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$11,460,356
+$6,300,930 QoQ
Shares Held
29,634
+68.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#339
of 1,597 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $166,514,324 across 11 Healthcare Plans names. ELV ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
192,112 | $79,847,510 | |
| 2 | CNC |
Centene Corp
|
373,315 | $23,963,089 | |
| 3 | CI |
Cigna Group
|
63,151 | $17,409,467 | |
| 4 | CVS |
CVS HEALTH Corp
|
151,163 | $15,637,812 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
50,652 | $11,584,112 | |
| 6 | ELV |
Elevance Health, Inc.
This page
|
29,634 | $11,460,356 | |
| 7 | HUM |
Humana Inc
|
11,764 | $4,672,896 | |
| 8 | PGNY |
Progyny, Inc.
|
26,577 | $766,214 |
All Filings in ELV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,460,356 | 29,634 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,159,426 | 17,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,704,969 | 19,127 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,184,896 | 22,236 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,101,744 | 36,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,551,752 | 56,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,043,180 | 46,200 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $22,181,239 | 47,038 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $18,193,153 | 41,783 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $18,310,079 | 41,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,870,602 | 41,040 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $20,578,304 | 40,116 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,290,390 | 31,460 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,746,197 | 30,557 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $14,898,702 | 30,330 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,228,968 | 28,539 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,857,950 | 26,443 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,140,292 | 23,940 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,762,293 | 21,625 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $5,919,615 | 18,436 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,511,585 | 9,351 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,321,850 | 8,829 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,782,718 | 7,852 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||