Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Elevance Health, Inc. (ELV)
← All ELV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,132,291 2.05 Add 2.72% 0.05 $274.84–383.00 · VW $319.40i $1,209,728,290 SEC
2025   Q4 4,022,874 2.48 Add 0.61% 0.02 $300.81–364.87 · VW $335.07i $1,410,218,523 SEC
2025   Q3 3,998,603 2.35 Add 24.95% 0.47 $273.71–400.53 · VW $314.62i $1,292,028,537 SEC
2025   Q2 3,200,146 2.42 Reduce 1.27% 0.04 $357.45–458.75 · VW $400.06i $1,244,728,893 SEC
2025   Q1 3,241,361 2.92 Add 0.50% 0.01 $364.62–438.57 · VW $403.19i $1,409,862,551 SEC
2024   Q4 3,225,339 2.67 Add 47.56% 0.86 $362.21–524.68 · VW $412.84i $1,189,827,627 SEC
2024   Q3 2,185,727 2.34 Add 6.19% 0.14 $494.17–567.26 · VW $533.47i $1,136,578,175 SEC
2024   Q2 2,058,283 2.48 Add 15.47% 0.33 $491.18–550.34 · VW $527.59i $1,115,301,464 SEC
2024   Q1 1,782,575 2.10 Add 0.23% <0.01 $449.02–521.18 · VW $494.66i $924,336,456 SEC
2023   Q4 1,778,487 2.01 Reduce 0.24% <0.01 $431.38–489.00 · VW $464.09i $838,663,419 SEC
2023   Q3 1,782,785 1.99 Reduce 1.24% 0.03 $412.00–480.96 · VW $450.65i $776,260,245 SEC
2023   Q2 1,805,149 2.05 Add 0.53% 0.01 $428.87–498.40 · VW $458.14i $802,009,649 SEC
2023   Q1 1,795,620 2.19 Add 0.29% <0.01 $440.31–511.97 · VW $476.42i $825,644,032 SEC
2022   Q4 1,790,501 2.53 Reduce 2.69% 0.07 $453.90–549.52 · VW $517.22i $918,473,298 SEC
2022   Q3 1,839,930 2.53 Reduce 8.51% 0.23 $440.02–512.99 · VW $475.75i $835,770,000 SEC
2022   Q2 2,011,000 2.75 Reduce 0.89% 0.02 $443.92–533.68 · VW $495.34i $970,468,000 SEC
2022   Q1 2,028,985 2.45 Add 0.55% 0.01 $420.73–505.95 · VW $460.14i $996,678,000 SEC
2021   Q4 2,017,856 2.35 Reduce 1.40% 0.03 $363.37–470.02 · VW $423.65i $935,357,000 SEC
2021   Q3 2,046,440 1.96 Add 4.71% 0.09 $355.43–402.23 · VW $379.68i $762,913,000 SEC
2021   Q2 1,954,383 1.87 Reduce 1.30% 0.02 $349.05–406.00 · VW $383.25i $746,183,000 SEC
2021   Q1 1,980,056 1.89 Reduce 2.57% 0.05 $286.04–379.13 · VW $322.19i $710,741,000 SEC
2020   Q4 2,032,355 1.84 Reduce 6.26% 0.11 $264.44–338.20 · VW $302.14i $652,569,000 SEC
2020   Q3 2,168,053 1.75 Add 0.40% <0.01 $244.10–288.00 · VW $271.12i $582,317,000 SEC
2020   Q2 2,159,483 1.79 Add 0.33% <0.01 $199.17–301.66 · VW $267.92i $567,901,000 SEC
2020   Q1 2,152,329 1.78 Add 7.41% 0.12 $171.03–309.10 · VW $252.96i $488,665,000 SEC
2019   Q4 2,003,818 1.66 Add 20.50% 0.28 $234.69–307.38 · VW $278.57i $605,213,000 SEC
2019   Q3 1,662,932 1.13 Reduce 0.99% 0.01 $235.45–312.48 · VW $268.84i $399,270,000 SEC
2019   Q2 1,679,615 1.28 Reduce 8.59% 0.12 $227.16–294.86 · VW $269.41i $474,004,000 SEC
2019   Q1 1,837,393 1.43 Reduce 25.31% 0.47 $241.18–317.99 · VW $292.62i $527,295,000 SEC
2018   Q4 2,460,051 1.87 Reduce 16.67% 0.34 $246.57–300.57 · VW $274.90i $646,083,000 SEC
2018   Q3 2,952,111 2.04 Reduce 2.93% 0.05 $235.38–276.00 · VW $259.59i $809,026,000 SEC
2018   Q2 3,041,254 1.79 Add 3.14% 0.05 $217.49–246.82 · VW $231.87i $723,910,000 SEC
2018   Q1 2,948,535 1.62 Reduce 6.20% 0.10 $215.52–267.95 · VW $236.06i $647,793,000 SEC
2017   Q4 3,143,500 1.67 Add 1.28% 0.02 $182.31–236.39 · VW $217.58i $707,319,000 SEC
2017   Q3 3,103,892 1.32 Add 2.35% 0.03 $179.40–198.98 · VW $189.69i $589,367,000 SEC
2017   Q2 3,032,773 1.37 Add 1.47% 0.02 $163.87–194.94 · VW $182.27i $570,556,000 SEC
2017   Q1 2,988,930 1.22 Add 5.77% 0.07 $140.50–170.79 · VW $159.19i $494,309,000 SEC
2016   Q4 2,825,954 1.04 Add 0.08% <0.01 $114.85–148.26 · VW $132.89i $406,287,000 SEC
2016   Q3 2,823,567 0.90 Add 21.13% 0.16 $122.52–143.18 · VW $129.19i $353,821,000 SEC
2016   Q2 2,331,026 0.78 Add 55.25% 0.28 $122.91–148.00 · VW $134.85i $306,157,000 SEC
2016   Q1 1,501,484 0.53 Reduce 0.11% <0.01 $115.63–144.69 · VW $132.46i $208,691,000 SEC
2015   Q4 1,503,156 0.53 Reduce 7.49% 0.04 $126.25–149.87 · VW $137.27i $209,600,000 SEC
2015   Q3 1,624,773 0.59 Reduce 1.31% <0.01 $134.62–165.93 · VW $147.89i $227,468,000 SEC
2015   Q2 1,646,420 0.66 Reduce 44.00% 0.49 $148.29–173.59 · VW $161.56i $270,243,000 SEC
2015   Q1 2,940,087 1.11 Reduce 0.22% <0.01 $122.86–160.64 · VW $143.04i $453,979,000 SEC
2014   Q4 2,946,473 0.93 Buy 0.93 $108.92–129.96 · VW $123.63i $370,283,000 SEC
Price snapshot:
Current price$425.17
Avg. buy price$295.04
+/- since buy44.10%
52-week low$268.08
52-week high$427.64