BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in ELV — Elevance Health, Inc.
CIK 949012
WILKES BARRE, PA
Position in ELV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$355,791
+$89,096 QoQ
Shares Held
920
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,078
of 1,597 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $755,314 across 2 Healthcare Plans names. ELV ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,862 | $399,523 | |
| 2 | ELV |
Elevance Health, Inc.
This page
|
920 | $355,791 |
All Filings in ELV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,791 | 920 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $266,695 | 911 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $319,000 | 910 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,752 | 1,036 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $557,768 | 1,434 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $956,477 | 2,199 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $521,624 | 1,414 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $741,520 | 1,426 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $772,692 | 1,426 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $295,567 | 570 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $273,504 | 580 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $249,495 | 573 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $254,578 | 573 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $276,805 | 602 | Shares | Sole | 2023-06-06 | |
| 2022-09-30 | $261,642 | 576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $315,607 | 654 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $321,257 | 654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $458,441 | 989 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $416,790 | 1,118 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $373,400 | 978 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $344,592 | 960 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $463,011 | 1,442 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $225,615 | 840 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $220,903 | 840 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $338,743 | 1,492 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||