Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionAdvisory Resource Group
Latest Disclosed Ownership55,684 shares
Latest Disclosed Value $ 6,109,095
Advisory Resource Group reports 6.37% increase in ownership of AFL / Aflac Incorporated

On May 15, 2026 - Advisory Resource Group filed a 13F-HR form disclosing ownership of 55,684 shares of Aflac Incorporated (MX:AFL) valued at $6,109,095 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 52,350 shares of Aflac Incorporated. This represents a change in shares of 6.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AFLAC COM 001055102 55,684 3,334 6.37 6,109 5.84 1.0512
2026-02-12 2025-12-31 13F AFLAC COM 001055102 52,350 -1,486 -2.76 5,773 -4.01 1.0152
2025-10-22 2025-09-30 13F AFLAC COM 001055102 53,836 4,093 8.23 6,014 14.64 1.0787
2025-08-08 2025-06-30 13F AFLAC COM 001055102 49,743 2,877 6.14 5,246 0.67 1.0081
2025-04-21 2025-03-31 13F AFLAC COM 001055102 46,866 1,112 2.43 5,211 10.10 1.0613
2025-01-28 2024-12-31 13F AFLAC COM 001055102 45,754 3,056 7.16 4,733 -0.86 1.0044
2024-11-20 2024-09-30 13F AFLAC COM 001055102 42,698 -7,010 -14.10 4,774 7.52 1.0194
2024-07-24 2024-06-30 13F AFLAC COM 001055102 49,708 2,520 5.34 4,439 9.58 1.0020
2024-05-17 2024-03-31 13F AFLAC COM 001055102 47,188 5,356 12.80 4,052 17.39 0.9297
2024-01-11 2023-12-31 13F AFLAC COM 001055102 41,832 -1,820 -4.17 3,451 3.01 0.8604
2023-12-05 2023-09-30 13F AFLAC COM 001055102 43,652 -815 -1.83 3,350 7.96 0.9039
2023-07-11 2023-06-30 13F AFLAC COM 001055102 44,467 280 0.63 3,104 8.88 0.8440
2023-05-15 2023-03-31 13F AFLAC COM 001055102 44,187 5,683 14.76 2,851 2.89 0.7997
2023-01-27 2022-12-31 13F AFLAC COM 001055102 38,504 -6,047 -13.57 2,770 10.62 0.8236
2022-10-11 2022-09-30 13F AFLAC COM 001055102 44,551 748 1.71 2,504 3.30 0.8284
2022-07-21 2022-06-30 13F AFLAC COM 001055102 43,803 2,836 6.92 2,424 -8.11 0.7934
2022-04-06 2022-03-31 13F AFLAC COM 001055102 40,967 -1,762 -4.12 2,638 -1.71 0.8213
2022-02-08 2021-12-31 13F AFLAC COM 001055102 42,729 1,868 4.57 2,684 26.01 0.8958
2021-10-26 2021-09-30 13F AFLAC COM 001055102 40,861 371 0.92 2,130 -1.98 0.7852
2021-08-19 2021-06-30 13F AFLAC COM 001055102 40,490 2,878 7.65 2,173 12.88 0.8694
2021-05-24 2021-03-31 13F AFLAC COM 001055102 37,612 -318 -0.84 1,925 14.11 0.8992
2021-02-23 2020-12-31 13F AFLAC COM 001055102 37,930 36 0.10 1,687 22.51 0.8364
2020-12-09 2020-09-30 13F AFLAC COM 001055102 37,894 2,862 8.17 1,377 9.11 0.8074
2020-08-19 2020-06-30 13F AFLAC COM 001055102 35,032 403 1.16 1,262 6.41 0.7781
2020-05-27 2020-03-31 13F AFLAC COM 001055102 34,629 11,446 49.37 1,186 -3.26 0.9070
2020-02-12 2019-12-31 13F AFLAC COM 001055102 23,183 677 3.01 1,226 4.07 0.6905
2019-11-19 2019-09-30 13F AFLAC COM 001055102 22,506 -82 -0.36 1,178 -4.85 0.6324
2019-08-15 2019-06-30 13F AFLAC COM 001055102 22,588 1,150 5.36 1,238 10.63 0.6787
2019-05-20 2019-03-31 13F AFLAC COM 001055102 21,438 -1,777 -7.65 1,119 5.77 0.6240
2019-02-12 2018-12-31 13F AFLAC COM 001055102 23,215 23,215 1,058 0.6492
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.