Position in ELV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$69,850,785
+$27,212,626 QoQ
Shares Held
180,619
+24.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#125
of 1,592 holders
Holding Since
Dec 2022
15 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, 2026Jefferies Financial Group Inc. holds $138,717,167 across 9 Healthcare Plans names. ELV ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
180,619 | $69,850,785 | |
| 2 | UNH |
Unitedhealth Group Inc
|
127,745 | $53,094,654 | |
| 3 | CVS |
CVS HEALTH Corp
|
41,017 | $4,243,208 | |
| 4 | OSCR |
Oscar Health, Inc.
|
116,566 | $3,324,462 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
117,396 | $2,795,198 | |
| 6 | PGNY |
Progyny, Inc.
|
61,015 | $1,759,062 | |
| 7 | CI |
Cigna Group
|
5,840 | $1,609,971 | |
| 8 | CNC |
Centene Corp
|
20,862 | $1,339,131 |
All Filings in ELV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,850,785 | 180,619 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $42,638,159 | 145,647 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $27,482,068 | 78,397 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,235,780 | 13,109 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $255,935 | 658 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,295,718 | 5,278 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $8,239,381 | 22,335 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $13,436,280 | 25,839 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,982,686 | 18,423 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,690,501 | 30,259 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,219,355 | 23,792 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,104,820 | 4,834 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $367,872 | 828 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,344,944 | 2,925 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,006,960 | 1,963 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||