Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership9,209 shares
Latest Disclosed Value $ 1,010,320
Bragg Financial Advisors, Inc reports 0.20% decrease in ownership of AFL / Aflac Incorporated

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 9,209 shares of Aflac Incorporated (MX:AFL) valued at $1,010,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,227 shares of Aflac Incorporated. This represents a change in shares of -0.20% 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.

Upgrade to unlock premium data and export to Excel .

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 9,209 -18 -0.20 1,010 -0.69 0.0320
2026-02-13 2025-12-31 13F AFLAC COM 001055102 9,227 -826 -8.22 1,017 -9.36 0.0331
2025-11-13 2025-09-30 13F AFLAC COM 001055102 10,053 -480 -4.56 1,123 1.08 0.0371
2025-08-14 2025-06-30 13F AFLAC COM 001055102 10,533 -135 -1.27 1,111 -6.41 0.0397
2025-05-14 2025-03-31 13F AFLAC COM 001055102 10,668 -125 -1.16 1,186 6.27 0.0488
2025-02-13 2024-12-31 13F AFLAC COM 001055102 10,793 -547 -4.82 1,116 -11.92 0.0452
2024-11-14 2024-09-30 13F AFLAC COM 001055102 11,340 106 0.94 1,268 26.32 0.0522
2024-08-15 2024-06-30 13F AFLAC COM 001055102 11,234 0 0.00 1,003 4.05 0.0448
2024-05-14 2024-03-31 13F/A-1 AFLAC COM 001055102 11,234 335 3.07 965 7.23 0.0433
2024-05-14 2024-03-31 13F AFLAC COM 001055102 11,234 335 965 0.0433
2024-02-14 2023-12-31 13F AFLAC COM 001055102 10,899 0 0.00 899 7.54 0.0428
2023-11-14 2023-09-30 13F AFLAC COM 001055102 10,899 -129 -1.17 836 8.71 0.0442
2023-08-15 2023-06-30 13F AFLAC COM 001055102 11,028 400 3.76 770 12.26 0.0423
2023-05-15 2023-03-31 13F AFLAC COM 001055102 10,628 0 0.00 686 -10.34 0.0405
2023-02-15 2022-12-31 13F AFLAC COM 001055102 10,628 -319 -2.91 765 24.23 0.0465
2022-11-14 2022-09-30 13F AFLAC COM 001055102 10,947 -422 -3.71 615 -2.23 0.0424
2022-08-15 2022-06-30 13F AFLAC COM 001055102 11,369 0 0.00 629 -14.07 0.0418
2022-05-11 2022-03-31 13F AFLAC COM 001055102 11,369 393 3.58 732 27.97 0.0427
2022-02-14 2021-12-31 13F AFLAC COM 001055102 10,976 0 0.00 572 0.00 0.0367
2021-11-15 2021-09-30 13F AFLAC COM 001055102 10,976 0 0.00 572 -2.89 0.0367
2021-08-16 2021-06-30 13F AFLAC COM 001055102 10,976 400 3.78 589 8.87 0.0376
2021-05-14 2021-03-31 13F AFLAC COM 001055102 10,576 -863 -7.54 541 6.29 0.0364
2021-02-11 2020-12-31 13F AFLAC COM 001055102 11,439 -9 -0.08 509 22.36 0.0445
2020-11-13 2020-09-30 13F AFLAC COM 001055102 11,448 -1,244 -9.80 416 -8.97 0.0426
2020-08-14 2020-06-30 13F AFLAC COM 001055102 12,692 -1,700 -11.81 457 -7.30 0.0509
2020-05-15 2020-03-31 13F AFLAC COM 001055102 14,392 -2,474 -14.67 493 -44.73 0.0662
2020-02-14 2019-12-31 13F AFLAC COM 001055102 16,866 -1,071 -5.97 892 -4.90 0.0999
2019-11-14 2019-09-30 13F AFLAC COM 001055102 17,937 3,202 21.73 938 16.09 0.1140
2019-08-14 2019-06-30 13F AFLAC COM 001055102 14,735 1,548 11.74 808 22.61 0.0996
2019-05-13 2019-03-31 13F AFLAC COM 001055102 13,187 -125 -0.94 659 8.75 0.0856
2019-02-14 2018-12-31 13F AFLAC COM 001055102 13,312 -1,160 -8.02 606 -11.01 0.0911
2018-11-14 2018-09-30 13F AFLAC COM 001055102 14,472 720 5.24 681 15.03 0.0915
2018-08-14 2018-06-30 13F AFLAC COM 001055102 13,752 1,386 11.21 592 9.43 0.0845
2018-05-14 2018-03-31 13F AFLAC COM 001055102 12,366 8,493 219.29 541 59.12 0.0791
2018-02-14 2017-12-31 13F AFLAC COM 001055102 3,873 3,873 340 0.0488
2017-11-14 2017-09-30 13F AFLAC COM 001055102 0 -4,124 -100.00 0 -100.00
2017-08-14 2017-06-30 13F AFLAC COM 001055102 4,124 0 0.00 320 7.02 0.0505
2017-05-16 2017-03-31 13F AFLAC COM 001055102 4,124 0 0.00 299 4.18 0.0479
2017-02-14 2016-12-31 13F AFLAC COM 001055102 4,124 0 0.00 287 -3.04 0.0473
2016-11-14 2016-09-30 13F AFLAC COM 001055102 4,124 0 0.00 296 -0.67 0.0529
2016-08-15 2016-06-30 13F AFLAC COM 001055102 4,124 0 0.00 298 14.62 0.0537
2016-05-12 2016-03-31 13F AFLAC COM 001055102 4,124 0 0.00 260 5.26 0.0500
2016-02-10 2015-12-31 13F AFLAC COM 001055102 4,124 0 0.00 247 2.92 0.0529
2015-11-12 2015-09-30 13F AFLAC COM 001055102 4,124 -87 -2.07 240 -8.40 0.0574
2015-08-14 2015-06-30 13F AFLAC COM 001055102 4,211 0 0.00 262 -2.96 0.0599
2015-05-15 2015-03-31 13F AFLAC COM 001055102 4,211 722 20.69 270 26.76 0.0622
2015-02-11 2014-12-31 13F AFLAC COM 001055102 3,489 -1,439 -29.20 213 -25.78 0.0517
2014-11-14 2014-09-30 13F AFLAC COM 001055102 4,928 -63 -1.26 287 -7.72 0.0725
2014-08-13 2014-06-30 13F AFLAC COM 001055102 4,991 -87 -1.71 311 -2.81 0.0745
2014-05-14 2014-03-31 13F AFLAC COM 001055102 5,078 -215 -4.06 320 -9.60 0.0782
2014-02-14 2013-12-31 13F AFLAC COM 001055102 5,293 1,201 29.35 354 39.37 0.0859
2013-11-14 2013-09-30 13F Aflac Com 001055102 4,092 0 0.00 254 6.72 0.0661
2013-08-14 2013-06-30 13F Aflac Com 001055102 4,092 4,092 238 0.0652
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.