Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership12,762 shares
Latest Disclosed Value $ 1,407,254
Global Retirement Partners, LLC reports 36.48% increase in ownership of AFL / Aflac Incorporated

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 12,762 shares of Aflac Incorporated (MX:AFL) valued at $1,407,254 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 9,351 shares of Aflac Incorporated. This represents a change in shares of 36.48% 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)
2026-02-06 2025-12-31 13F AFLAC COM 001055102 12,762 3,411 36.48 1,407 34.77 0.0250
2025-10-21 2025-09-30 13F AFLAC COM 001055102 9,351 -476 -4.84 1,045 0.77 0.0234
2025-08-12 2025-06-30 13F AFLAC COM 001055102 9,827 -6,405 -39.46 1,036 -38.30 0.0257
2025-01-31 2024-12-31 13F AFLAC COM 001055102 16,232 -10,276 -38.77 1,679 -43.33 0.0481
2024-10-16 2024-09-30 13F AFLAC COM 001055102 26,508 -101 -0.38 2,964 24.71 0.0895
2024-07-23 2024-06-30 13F AFLAC COM 001055102 26,609 19,268 262.47 2,376 277.14 0.0744
2024-04-23 2024-03-31 13F AFLAC COM 001055102 7,341 749 11.36 630 15.81 0.0235
2024-01-18 2023-12-31 13F AFLAC COM 001055102 6,592 -77 -1.15 544 7.30 0.0228
2023-10-13 2023-09-30 13F AFLAC COM 001055102 6,669 195 3.01 507 12.42 0.0256
2023-07-20 2023-06-30 13F AFLAC COM 001055102 6,474 32 0.50 452 4.16 0.0221
2023-05-08 2023-03-31 13F AFLAC COM 001055102 6,442 3,021 88.31 434 76.02 0.0231
2023-02-13 2022-12-31 13F AFLAC COM 001055102 3,421 105 3.17 246 13.89 0.0169
2022-11-03 2022-09-30 13F AFLAC COM 001055102 3,316 69 2.13 216 20.00 0.0163
2022-07-15 2022-06-30 13F AFLAC COM 001055102 3,247 -11 -0.34 180 -3.23 0.0145
2022-07-14 2022-03-31 13F AFLAC COM 001055102 3,258 3,258 186 0.0146
2022-01-21 2021-12-31 13F AFLAC COM 001055102 0 -2,473 -100.00 0 -100.00
2021-10-22 2021-09-30 13F AFLAC COM 001055102 2,473 129 5.50 129 2.38 0.0128
2021-07-15 2021-06-30 13F AFLAC COM 001055102 2,344 68 2.99 126 8.62 0.0129
2021-04-14 2021-03-31 13F AFLAC COM 001055102 2,276 189 9.06 116 24.73 0.0136
2021-01-13 2020-12-31 13F AFLAC COM 001055102 2,087 376 21.98 93 50.00 0.0117
2020-10-09 2020-09-30 13F AFLAC COM 001055102 1,711 -180 -9.52 62 -8.82 0.0091
2020-07-13 2020-06-30 13F AFLAC COM 001055102 1,891 582 44.46 68 51.11 0.0108
2020-04-28 2020-03-31 13F AFLAC COM 001055102 1,309 124 10.46 45 -28.57 0.0085
2020-01-23 2019-12-31 13F AFLAC COM 001055102 1,185 178 17.68 63 18.87 0.0096
2019-11-19 2019-09-30 13F AFLAC COM 001055102 1,007 -103 -9.28 53 -13.11 0.0087
2019-11-19 2019-06-30 13F AFLAC COM 001055102 1,110 -63 -5.37 61 3.39 0.0117
2019-05-07 2019-03-31 13F AFLAC COM 001055102 1,173 92 8.51 59 20.41 0.0143
2019-02-22 2018-12-31 13F AFLAC COM 001055102 1,081 471 77.21 49 68.97 0.0125
2018-10-17 2018-09-30 13F AFLAC COM 001055102 610 -60 -8.96 29 0.00 0.0066
2018-08-13 2018-06-30 13F AFLAC COM 001055102 670 400 148.15 29 141.67 0.0073
2018-08-10 2018-03-31 13F AFLAC COM 001055102 270 -333 -55.22 12 -77.36 0.0033
2018-08-13 2017-12-31 13F AFLAC COM 001055102 603 3 0.50 53 8.16 0.0146
2018-08-10 2017-09-30 13F AFLAC COM 001055102 600 465 344.44 49 390.00 0.0203
2018-08-10 2017-06-30 13F AFLAC COM 001055102 135 0 0.00 10 0.00 0.0047
2018-08-10 2017-03-31 13F AFLAC COM 001055102 135 0 0.00 10 11.11 0.0056
2018-08-10 2016-12-31 13F AFLAC COM 001055102 135 135 9 0.0060
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.