TRILLIUM ASSET MANAGEMENT, LLC

Position in ELV — Elevance Health, Inc.

CIK 884541 BOSTON, MA

Position in ELV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$8,064,093

+$1,535,183 QoQ

Shares Held

20,852

-6.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#384

of 1,592 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $15,454,785 across 4 Healthcare Plans names. ELV ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	20,852	$8,064,093
2	UNH	Unitedhealth Group Inc	15,493	$6,439,355
3	HUM	Humana Inc	1,279	$508,044
4	CI	Cigna Group	1,608	$443,293

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,064,093	20,852	-6.5%	Shares	Defined	2026-08-11
2026-03-31	$6,528,910	22,302	-1.3%	Shares	Defined	2026-05-11
2025-12-31	$7,918,924	22,590	-23.3%	Shares	Defined	2026-02-13
2025-09-30	$9,511,360	29,436	-9.0%	Shares	Defined	2025-11-14
2025-06-30	$12,580,522	32,344	-2.1%	Shares	Defined	2025-08-06
2025-03-31	$14,363,684	33,023	-55.1%	Shares	Defined	2025-05-13
2024-12-31	$27,126,692	73,534	-26.8%	Shares	Defined	2025-02-11
2024-09-30	$52,269,880	100,519	+17.2%	Shares	Defined	2024-11-07
2024-06-30	$46,464,494	85,750	-1.5%	Shares	Other	2024-08-08
2024-03-31	$45,147,203	87,066	+0.1%	Shares	Other	2024-05-09
2023-12-31	$41,002,141	86,950	-16.0%	Shares	Defined	2024-02-08
2023-09-30	$45,050,294	103,464	-1.0%	Shares	Other	2023-11-08
2023-06-30	$46,422,084	104,486	-9.1%	Shares	Other	2023-08-10
2023-03-31	$52,824,351	114,883	-1.2%	Shares	Other	2023-05-09
2022-12-31	$59,658,410	116,300	-2.5%	Shares	Other	2023-02-08
2022-09-30	$54,160,397	119,233	-0.8%	Shares	Defined	2022-11-09
2022-06-30	$58,018,179	120,225	+9.8%	Shares	Defined	2022-08-08
2022-03-31	$53,792,519	109,508	-6.6%	Shares	Defined	2022-05-04
2021-12-31	$54,323,642	117,193	+6.7%	Shares	Defined	2022-02-08
2021-09-30	$40,936,795	109,809	+29.0%	Shares	Defined	2021-11-12
2021-06-30	$32,491,180	85,100	+4.5%	Shares	Defined	2021-11-12
2021-03-31	$29,226,067	81,421	+17.6%	Shares	Defined	2021-05-10
2020-12-31	$22,230,666	69,235	+11.6%	Shares	Defined	2021-02-12
2020-09-30	$16,666,009	62,050	-7.7%	Shares	Sole	2020-11-09
2020-06-30	$17,687,245	67,257	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.