Elevance Health (ELV): Conviction Pays Off as Underwriting Disciplines Stabilize Margins
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Elevance Health Inc. (ELV)
Market is closed
Sector: Hospital & Medical Service Plans
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 4,924,511 | $1,904,455,957 | +3% | 2.53% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 4,188,196 | $1,619,701,186 | +2% | 2.66% |
| 3. | Eagle Capital Management Boykin Curry | 1,491,409 | $576,772,638 | -4% | 1.76% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,323,163 | $511,706,827 | +8% | 0.23% |
| 5. | Brave Warrior Capital Glenn Greenberg | 976,885 | $377,790,736 | -13% | 8.23% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $366.05 | 1,000 | $366,050.00 | 10,908 | 2026-07-17 | Filing | |
| $368.25 | 2,045 | $753,071.25 | 171,976 | 2026-07-17 | Filing | |
| $366.41 | 680 | $249,158.80 | 169,931 | 2026-07-17 | Filing | |
| $289.84 | 3,000 | $869,520.00 | 3,639 | 2026-03-05 | Filing | |
| $312.15 | 1,200 | $374,580.00 | 3,502 | 2025-08-19 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $403.16 | 369 | $148,766.04 | 3,740 | 2026-06-12 | Filing | |
| $401.77 | 151 | $60,667.27 | 10,734 | 2026-06-11 | Filing | |
| $403.13 | 1,531 | $617,192.03 | 4,109 | 2026-05-19 | Filing | |
| $287.50 | 26 | $7,475.00 | 218 | 2026-03-12 | Filing | |
| $284.92 | 3,196 | $910,604.32 | 11,791 | 2026-03-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 69,130 | $26,879,126 | 1.03% | |
| 2. | 46,767 | $18,184,039 | 2.7% | |
| 3. | 21,000 | $8,165,220 | 1.54% | |
| 4. | 11,826 | $4,598,181 | 0.03% | |
| 5. | 8,497 | $3,303,702 | 0.66% |
News See All
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Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Elevance Health (ELV): Bridging the Gap between Care and Coverage
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here.
Is Elevance Health (ELV) a Mispriced Opportunity?
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here.
Is Elevance Health (ELV) Entering a Major Earnings Recovery?
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here.
Is Elevance Health (ELV) Positioned for Margin Recovery?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
Is Elevance Health (ELV) a Long-Term Winner Despite Rising Medical Costs?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Large Cap Strategy". A copy of the letter is available to download here.
Investors’ Favour Strengthens Elevance Health’s (ELV) Rebound
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Will the Market Recognize the True Potential of Elevance Health (ELV)?
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. A copy of the letter can be downloaded here.
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