Jeremy Grantham's ELV Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.5M shares of Elevance Health, Inc. (ELV) worth $815.38 M, representing 2.30% 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, Jeremy Grantham has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 518.6K shares. Largest reduction occurred in Q3 2016, reducing 350.7K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +222,849 | New Buy | 222,849 | $125.67 |
| Q1 2015 | -97,747 | Reduce 43.86% | 125,102 | $154.41 |
| Q2 2015 | +518,634 | Add 414.57% | 643,736 | $164.14 |
| Q3 2015 | +255,859 | Add 39.75% | 899,595 | $140.00 |
| Q4 2015 | +4,857 | Add 0.54% | 904,452 | $139.44 |
| Q1 2016 | +211,000 | Add 23.33% | 1.12 M | $138.99 |
| Q2 2016 | +15,025 | Add 1.35% | 1.13 M | $131.34 |
| Q3 2016 | -350,671 | Reduce 31.02% | 779,806 | $125.31 |
| Q4 2016 | -78,271 | Reduce 10.04% | 701,535 | $143.77 |
| Q1 2017 | -68,988 | Reduce 9.83% | 632,547 | $165.38 |
| Q2 2017 | +463,020 | Add 73.20% | 1.1 M | $188.13 |
| Q3 2017 | -72,809 | Reduce 6.65% | 1.02 M | $189.88 |
| Q4 2017 | -66,251 | Reduce 6.48% | 956,507 | $225.01 |
| Q1 2018 | +306,876 | Add 32.08% | 1.26 M | $219.70 |
| Q2 2018 | -150,323 | Reduce 11.90% | 1.11 M | $238.03 |
| Q3 2018 | -85,282 | Reduce 7.66% | 1.03 M | $274.05 |
| Q4 2018 | -99,841 | Reduce 9.71% | 927,937 | $262.63 |
| Q1 2019 | -116,933 | Reduce 12.60% | 811,004 | $286.98 |
| Q2 2019 | +139,993 | Add 17.26% | 950,997 | $282.21 |
| Q3 2019 | +58,411 | Add 6.14% | 1.01 M | $240.10 |
| Q4 2019 | -32,331 | Reduce 3.20% | 977,077 | $302.03 |
| Q1 2020 | +35,945 | Add 3.68% | 1.01 M | $227.04 |
| Q2 2020 | +3,894 | Add 0.38% | 1.02 M | $262.98 |
| Q3 2020 | +16,191 | Add 1.59% | 1.03 M | $268.59 |
| Q4 2020 | -8,800 | Reduce 0.85% | 1.02 M | $321.09 |
| Q1 2021 | +10,920 | Add 1.07% | 1.04 M | $358.95 |
| Q2 2021 | +10,053 | Add 0.97% | 1.05 M | $381.80 |
| Q3 2021 | +96,566 | Add 9.24% | 1.14 M | $372.80 |
| Q4 2021 | -39,818 | Reduce 3.49% | 1.1 M | $463.54 |
| Q1 2022 | -169,482 | Reduce 15.38% | 932,546 | $491.22 |
| Q2 2022 | -202,938 | Reduce 21.76% | 729,608 | $482.58 |
| Q3 2022 | -15,466 | Reduce 2.12% | 714,142 | $454.24 |
| Q4 2022 | -5,299 | Reduce 0.74% | 708,843 | $512.97 |
| Q1 2023 | +9,196 | Add 1.30% | 718,039 | $459.81 |
| Q2 2023 | +112,802 | Add 15.71% | 830,841 | $444.29 |
| Q3 2023 | +59,071 | Add 7.11% | 889,912 | $435.42 |
| Q4 2023 | +28,849 | Add 3.24% | 918,761 | $471.56 |
| Q1 2024 | +328,504 | Add 35.76% | 1.25 M | $518.54 |
| Q2 2024 | +102,603 | Add 8.23% | 1.35 M | $541.86 |
| Q3 2024 | +334,790 | Add 24.80% | 1.68 M | $520.00 |
| Q4 2024 | +316,002 | Add 18.76% | 2 M | $368.90 |
| Q1 2025 | +158,331 | Add 7.91% | 2.16 M | $434.96 |
| Q2 2025 | -118,881 | Reduce 5.51% | 2.04 M | $388.96 |
| Q3 2025 | +483,340 | Add 23.69% | 2.52 M | $323.12 |
Jeremy Grantham's Elevance Health Investment FAQs
Jeremy Grantham first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 222,849 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham 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.
Jeremy Grantham's largest addition to Elevance Health, Inc. (ELV) was in Q2 2015, adding 643,736 shares worth $105.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,523,450 shares of Elevance Health, Inc. (ELV), valued at approximately $815.38 M. 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 2.30% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Elevance Health, Inc. (ELV) was 2,523,450 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.