Hunter Perkins Capital Management Trims Elevance Health Stake

Institutional investor reduces position in health insurance giant by 19.4% in Q4 2025

Mar. 29, 2026 at 10:18am

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Hunter Perkins Capital Management LLC, an institutional investor, reduced its position in Elevance Health, Inc. (NYSE: ELV) by 19.4% during the fourth quarter of 2025, according to a recent SEC filing. The firm now holds 16,598 shares of the health insurance company's stock, valued at $5.8 million.

Why it matters

Elevance Health is one of the largest health benefits companies in the United States, providing medical and specialty health plans for individuals, employers, and government programs. Institutional investor activity in the stock can signal broader market trends and investor sentiment around the company's performance and outlook.

The details

According to the SEC filing, Hunter Perkins Capital Management sold 3,983 shares of Elevance Health stock during the fourth quarter. The firm now holds a 1.3% stake in the company, making it the 22nd largest position in its investment portfolio.

  • The filing covers the fourth quarter of 2025, which ended on December 31, 2025.

The players

Hunter Perkins Capital Management LLC

An institutional investor that manages a portfolio of stocks, including a position in Elevance Health.

Elevance Health, Inc.

A large U.S.-based health benefits company that provides a broad range of health insurance products and related services.

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The takeaway

The reduction in Hunter Perkins Capital Management's Elevance Health position suggests the firm may have concerns about the health insurance company's near-term performance or outlook, though the stock remains a significant holding in its portfolio. Investors will likely watch for any further changes in institutional ownership of Elevance Health as an indicator of broader market sentiment.