HM PAYSON & CO

Position in ELV — Elevance Health, Inc.

CIK 928052 PORTLAND, ME

Position in ELV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$143,089

+$34,772 QoQ

Shares Held

370

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,326

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

HM PAYSON & CO holds $5,138,987 across 5 Healthcare Plans names. ELV ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	19,373	$2,004,136
2	UNH	Unitedhealth Group Inc	4,725	$1,963,850
3	CI	Cigna Group	3,318	$914,705
4	ELV	Elevance Health, Inc. This page	370	$143,089
5	HUM	Humana Inc	285	$113,207

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,089	370	0.0%	Shares	Sole	2026-07-17
2026-03-31	$108,317	370	-15.3%	Shares	Sole	2026-04-13
2025-12-31	$153,190	437	+15.0%	Shares	Sole	2026-02-12
2025-09-30	$122,785	380	-27.8%	Shares	Sole	2025-10-17
2025-06-30	$204,592	526	-16.0%	Shares	Sole	2025-10-17
2025-03-31	$272,284	626	-11.3%	Shares	Sole	2025-04-29
2024-12-31	$260,442	706	-3.3%	Shares	Sole	2025-02-07
2024-09-30	$379,600	730	+16.1%	Shares	Sole	2024-10-28
2024-06-30	$340,829	629	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$324,087	625	+2.8%	Shares	Sole	2024-06-20
2023-12-31	$286,708	608	-25.5%	Shares	Sole	2024-02-13
2023-09-30	$355,302	816	0.0%	Shares	Sole	2023-11-06
2023-06-30	$362,540	816	-7.2%	Shares	Sole	2023-07-17
2023-03-31	$404,172	879	+2.9%	Shares	Sole	2023-04-18
2022-12-31	$438,076	854	+23.9%	Shares	Sole	2023-02-06
2022-09-30	$312,971	689	0.0%	Shares	Sole	2022-10-25
2022-06-30	$332,497	689	-27.7%	Shares	Sole	2022-08-15
2022-03-31	$468,132	953	0.0%	Shares	Sole	2022-05-12
2021-12-31	$441,753	953	0.0%	Shares	Sole	2022-02-15
2021-09-30	$355,278	953	+1.5%	Shares	Sole	2021-11-30
2021-06-30	$358,510	939	0.0%	Shares	Sole	2021-08-17
2021-03-31	$337,054	939	-4.9%	Shares	Sole	2021-06-15
2020-12-31	$316,915	987	+19.5%	Shares	Sole	2021-03-10
2020-09-30	$221,855	826	-16.7%	Shares	Sole	2020-12-21
2020-06-30	$260,876	992	-50.2%	Shares	Sole	2020-08-13
2020-03-31	$452,263	1,992	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.