First Eagle Investment's ELV Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 4.0M shares of Elevance Health, Inc. (ELV) worth $1.29 B, representing 2.35% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 1.0M shares. Largest reduction occurred in Q2 2015, reducing 1.3M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by First Eagle Investment
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +2.95 M | New Buy | 2.95 M | $125.67 |
| Q1 2015 | -6,386 | Reduce 0.22% | 2.94 M | $154.41 |
| Q2 2015 | -1.29 M | Reduce 44.00% | 1.65 M | $164.14 |
| Q3 2015 | -21,647 | Reduce 1.31% | 1.62 M | $140.00 |
| Q4 2015 | -121,617 | Reduce 7.49% | 1.5 M | $139.44 |
| Q1 2016 | -1,672 | Reduce 0.11% | 1.5 M | $138.99 |
| Q2 2016 | +829,542 | Add 55.25% | 2.33 M | $131.34 |
| Q3 2016 | +492,541 | Add 21.13% | 2.82 M | $125.31 |
| Q4 2016 | +2,387 | Add 0.08% | 2.83 M | $143.77 |
| Q1 2017 | +162,976 | Add 5.77% | 2.99 M | $165.38 |
| Q2 2017 | +43,843 | Add 1.47% | 3.03 M | $188.13 |
| Q3 2017 | +71,119 | Add 2.35% | 3.1 M | $189.88 |
| Q4 2017 | +39,608 | Add 1.28% | 3.14 M | $225.01 |
| Q1 2018 | -194,965 | Reduce 6.20% | 2.95 M | $219.70 |
| Q2 2018 | +92,719 | Add 3.14% | 3.04 M | $238.03 |
| Q3 2018 | -89,143 | Reduce 2.93% | 2.95 M | $274.05 |
| Q4 2018 | -492,060 | Reduce 16.67% | 2.46 M | $262.63 |
| Q1 2019 | -622,658 | Reduce 25.31% | 1.84 M | $286.98 |
| Q2 2019 | -157,778 | Reduce 8.59% | 1.68 M | $282.21 |
| Q3 2019 | -16,683 | Reduce 0.99% | 1.66 M | $240.10 |
| Q4 2019 | +340,886 | Add 20.50% | 2 M | $302.03 |
| Q1 2020 | +148,511 | Add 7.41% | 2.15 M | $227.04 |
| Q2 2020 | +7,154 | Add 0.33% | 2.16 M | $262.98 |
| Q3 2020 | +8,570 | Add 0.40% | 2.17 M | $268.59 |
| Q4 2020 | -135,698 | Reduce 6.26% | 2.03 M | $321.09 |
| Q1 2021 | -52,299 | Reduce 2.57% | 1.98 M | $358.95 |
| Q2 2021 | -25,673 | Reduce 1.30% | 1.95 M | $381.80 |
| Q3 2021 | +92,057 | Add 4.71% | 2.05 M | $372.80 |
| Q4 2021 | -28,584 | Reduce 1.40% | 2.02 M | $463.54 |
| Q1 2022 | +11,129 | Add 0.55% | 2.03 M | $491.22 |
| Q2 2022 | -17,985 | Reduce 0.89% | 2.01 M | $482.58 |
| Q3 2022 | -171,070 | Reduce 8.51% | 1.84 M | $454.24 |
| Q4 2022 | -49,429 | Reduce 2.69% | 1.79 M | $512.97 |
| Q1 2023 | +5,119 | Add 0.29% | 1.8 M | $459.81 |
| Q2 2023 | +9,529 | Add 0.53% | 1.81 M | $444.29 |
| Q3 2023 | -22,364 | Reduce 1.24% | 1.78 M | $435.42 |
| Q4 2023 | -4,298 | Reduce 0.24% | 1.78 M | $471.56 |
| Q1 2024 | +4,088 | Add 0.23% | 1.78 M | $518.54 |
| Q2 2024 | +275,708 | Add 15.47% | 2.06 M | $541.86 |
| Q3 2024 | +127,444 | Add 6.19% | 2.19 M | $520.00 |
| Q4 2024 | +1.04 M | Add 47.56% | 3.23 M | $368.90 |
| Q1 2025 | +16,022 | Add 0.50% | 3.24 M | $434.96 |
| Q2 2025 | -41,215 | Reduce 1.27% | 3.2 M | $388.96 |
| Q3 2025 | +798,457 | Add 24.95% | 4 M | $323.12 |
First Eagle Investment's Elevance Health Investment FAQs
First Eagle Investment first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 2,946,473 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Elevance Health, Inc. (ELV) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment's largest addition to Elevance Health, Inc. (ELV) was in Q4 2014, adding 2,946,473 shares worth $370.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 3,998,603 shares of Elevance Health, Inc. (ELV), valued at approximately $1.29 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 2.35% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment's peak holding in Elevance Health, Inc. (ELV) was 3,998,603 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.