Brave Warrior Advisors, LLC: ELEVANCE HEALTH INC (ELV): Quarterly 13F Position History
As of Q1 2026, Brave Warrior Advisors, LLC reported 1,122,308 shares of ELEVANCE HEALTH INC (ELV), worth $328.6M and representing 8.1% of its 13F equity book. Quarter-over-quarter share count change: 129,495 (-10.3%) . The position first appeared in Q3 2019 and has been disclosed across 27 13F-HR filings in Pactolio's tracked window.
- 1,122,308Shares Held (Latest Filing)
- $328.6MReported Market Value (Latest Filing)
- 8.1%Portfolio Weight (% of 13F Equity Book)
- 129,495Quarter-over-Quarter Share Change
- -$110.3MQuarter-over-Quarter Value Change
- 1,834,002Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 27 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,122,308 | 129,495 | -10.3% | $328.6M | 8.1% | $292.8 |
| Q4 2025 | 1,251,803 | 582,199 | -31.7% | $438.8M | 10.3% | $350.6 |
| Q3 2025 | 1,834,002 | +724,349 | +65.3% | $592.6M | 13.8% | $323.1 |
| Q2 2025 | 1,109,653 | 467,917 | -29.7% | $431.6M | 9.9% | $389.0 |
| Q1 2025 | 1,577,570 | 52,407 | -3.2% | $686.2M | 15.7% | $435.0 |
| Q4 2024 | 1,629,977 | 11,436 | -0.7% | $601.3M | 15.0% | $368.9 |
| Q3 2024 | 1,641,413 | +8,286 | +0.5% | $853.5M | 17.7% | $520.0 |
| Q2 2024 | 1,633,127 | 12,710 | -0.8% | $884.9M | 19.6% | $541.9 |
| Q1 2024 | 1,645,837 | 110,816 | -6.3% | $853.4M | 17.9% | $518.5 |
| Q4 2023 | 1,756,653 | +129,055 | +7.9% | $828.4M | 19.8% | $471.6 |
| Q3 2023 | 1,627,598 | +306,326 | +23.2% | $708.7M | 17.7% | $435.4 |
| Q2 2023 | 1,321,272 | +236,504 | +21.8% | $587.0M | 15.5% | $444.3 |
| Q1 2023 | 1,084,768 | +212,353 | +24.3% | $498.8M | 15.4% | $459.8 |
| Q4 2022 | 872,415 | 317,456 | -26.7% | $447.5M | 14.1% | $513.0 |
| Q3 2022 | 1,189,871 | 21,405 | -1.8% | $540.5M | 18.7% | $454.2 |
| Q2 2022 | 1,211,276 | 141,973 | -10.5% | $584.5M | 20.1% | $482.6 |
| Q1 2022 | 1,353,249 | 12,536 | -0.9% | $664.7M | 19.6% | $491.2 |
| Q4 2021 | 1,365,785 | 5,477 | -0.4% | $633.1M | 20.2% | $463.5 |
| Q3 2021 | 1,371,262 | +225,846 | +19.7% | $511.2M | 17.9% | $372.8 |
| Q2 2021 | 1,145,416 | 18,313 | -1.6% | $437.3M | 15.0% | $381.8 |
| Q1 2021 | 1,163,729 | +392,594 | +50.9% | $417.7M | 13.6% | $358.9 |
| Q4 2020 | 771,135 | +7,208 | +0.9% | $247.6M | 9.1% | $321.1 |
| Q3 2020 | 763,927 | 7,541 | -1.0% | $205.2M | 9.2% | $268.6 |
| Q2 2020 | 771,468 | 103,999 | -11.9% | $202.9M | 10.1% | $263.0 |
| Q1 2020 | 875,467 | +247,815 | +39.5% | $198.8M | 11.4% | $227.0 |
| Q4 2019 | 627,652 | 10,745 | -1.7% | $189.6M | 10.0% | $302.0 |
| Q3 2019 | 638,397 | — | — | $153.3M | 8.2% | $240.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Brave Warrior Advisors, LLC first disclose a ELV position in 13F-HR filings?
Brave Warrior Advisors, LLC first reported ELEVANCE HEALTH INC (ELV) on its 13F-HR filing for the period ending 2019-09-30 (Q3 2019). The position has appeared on 27 reported quarters within Pactolio's tracked window.
What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in ELV?
Between Q4 2025 and Q1 2026, Brave Warrior Advisors, LLC reduced its ELV position by 129,495 shares (-10.3%), leaving 1,122,308 shares at a market value of $328.6M.
Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in ELV?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.