Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionHarwood Advisory Group, LLC
Latest Disclosed Ownership314 shares
Latest Disclosed Value $ 34,541
Harwood Advisory Group, LLC reports 0.32% increase in ownership of AFL / Aflac Incorporated

On May 1, 2026 - Harwood Advisory Group, LLC filed a 13F-HR form disclosing ownership of 314 shares of Aflac Incorporated (MX:AFL) valued at $34,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 313 shares of Aflac Incorporated. This represents a change in shares of 0.32% 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)
2026-05-01 2026-03-31 13F AFLAC COM 001055102 314 1 0.32 35 0.00 0.0108
2026-01-22 2025-12-31 13F AFLAC COM 001055102 313 2 0.64 35 0.00 0.0107
2025-10-16 2025-09-30 13F AFLAC COM 001055102 311 2 0.65 35 6.25 0.0111
2025-08-14 2025-06-30 13F AFLAC COM 001055102 309 3 0.98 33 3.23 0.0113
2025-08-18 2025-03-31 13F AFLAC COM 001055102 306 0 0.00 32 0.00 0.0107
2025-09-02 2024-12-31 13F/A-1 AFLAC COM 001055102 306 1 0.33 32 -8.82 0.0107
2025-08-15 2024-12-31 13F AFLAC COM 001055102 306 1 32 0.0107
2024-11-08 2024-09-30 13F AFLAC COM 001055102 305 305 34 0.0094
2020-08-06 2020-06-30 13F AFLAC INC COM COM 001055102 0 -2,482 -100.00 0 -100.00
2020-05-01 2020-03-31 13F AFLAC INC COM COM 001055102 2,482 -52,936 -95.52 84 -97.14 0.0267
2020-02-14 2019-12-31 13F AFLAC COM 001055102 55,418 1,322 2.44 2,932 3.60 0.7812
2019-10-16 2019-09-30 13F AFLAC COM 001055102 54,096 1,886 3.61 2,830 -1.12 0.8376
2019-08-07 2019-06-30 13F AFLAC COM 001055102 52,210 607 1.18 2,862 10.93 0.8859
2019-05-01 2019-03-31 13F AFLAC COM 001055102 51,603 51,603 2,580 0.8499
2018-05-08 2018-03-31 13F AFLAC INC COM COM 001055102 0 -25,583 -100.00 0 -100.00
2018-02-13 2017-12-31 13F AFLAC INC COM COM 001055102 25,583 25,583 2,246 0.9615
2017-11-09 2017-09-30 13F AFLAC INC CM CM 001055102 0 -24,636 -100.00 0 -100.00
2017-07-17 2017-06-30 13F AFLAC INC CM CM 001055102 24,636 -1,906 -7.18 1,914 -0.42 1.0573
2017-04-24 2017-03-31 13F AFLAC INC CM CM 001055102 26,542 2,093 8.56 1,922 12.93 1.1150
2017-01-09 2016-12-31 13F AFLAC INC CM CM 001055102 24,449 -12,925 -34.58 1,702 -36.63 1.1429
2016-10-14 2016-09-30 13F AFLAC INC CM CM 001055102 37,374 6,812 22.29 2,686 21.81 2.0751
2016-08-11 2016-06-30 13F AFLAC INC CM COM 001055102 30,562 30,562 2,205 1.8818
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.