Jefferies Group's ELV Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 78,397 shares of Elevance Health, Inc. (ELV) worth $27.48 M, representing 0.14% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ELV, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 65,288 shares. Largest reduction occurred in Q1 2025, reducing 17,057 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +65,288 | Add 498.04% | 78,397 | $350.55 |
| Q3 2025 | +12,451 | Add 1892.25% | 13,109 | $323.12 |
| Q2 2025 | -4,620 | Reduce 87.53% | 658 | $388.96 |
| Q1 2025 | -17,057 | Reduce 76.37% | 5,278 | $434.96 |
| Q4 2024 | -3,504 | Reduce 13.56% | 22,335 | $368.90 |
| Q3 2024 | +7,416 | Add 40.25% | 25,839 | $520.00 |
| Q2 2024 | -11,836 | Reduce 39.12% | 18,423 | $541.86 |
| Q1 2024 | +6,467 | Add 27.18% | 30,259 | $518.54 |
| Q4 2023 | +18,958 | Add 392.18% | 23,792 | $471.56 |
| Q3 2023 | +4,006 | Add 483.82% | 4,834 | $435.42 |
| Q2 2023 | -2,097 | Reduce 71.69% | 828 | $444.29 |
| Q1 2023 | +962 | Add 49.01% | 2,925 | $459.81 |
| Q4 2022 | +1,963 | New Buy | 1,963 | $512.97 |
Jefferies Group's Elevance Health Investment FAQs
Jefferies Group first purchased Elevance Health, Inc. (ELV) in Q4 2022, acquiring 1,963 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Elevance Health, Inc. (ELV) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Elevance Health, Inc. (ELV) was in Q4 2025, adding 78,397 shares worth $27.48 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 78,397 shares of Elevance Health, Inc. (ELV), valued at approximately $27.48 M.
As of the Q4 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.14% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Elevance Health, Inc. (ELV) was 78,397 shares, as reported at the end of Q4 2025.