Jefferies Group's ELV Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 13,109 shares of Elevance Health, Inc. (ELV) worth $4.24 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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 2023, adding 18,958 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 2022 | +1,963 | New Buy | 1,963 | $512.97 |
| Q1 2023 | +962 | Add 49.01% | 2,925 | $459.81 |
| Q2 2023 | -2,097 | Reduce 71.69% | 828 | $444.29 |
| Q3 2023 | +4,006 | Add 483.82% | 4,834 | $435.42 |
| Q4 2023 | +18,958 | Add 392.18% | 23,792 | $471.56 |
| Q1 2024 | +6,467 | Add 27.18% | 30,259 | $518.54 |
| Q2 2024 | -11,836 | Reduce 39.12% | 18,423 | $541.86 |
| Q3 2024 | +7,416 | Add 40.25% | 25,839 | $520.00 |
| Q4 2024 | -3,504 | Reduce 13.56% | 22,335 | $368.90 |
| Q1 2025 | -17,057 | Reduce 76.37% | 5,278 | $434.96 |
| Q2 2025 | -4,620 | Reduce 87.53% | 658 | $388.96 |
| Q3 2025 | +12,451 | Add 1892.25% | 13,109 | $323.12 |
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 12 quarters since Q4 2022.
Jefferies Group's largest addition to Elevance Health, Inc. (ELV) was in Q4 2023, adding 23,792 shares worth $11.22 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 13,109 shares of Elevance Health, Inc. (ELV), valued at approximately $4.24 M.
As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.02% 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 30,259 shares, as reported at the end of Q1 2024.