Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership36,734 shares
Latest Disclosed Value $ 4,030,109
Independent Advisor Alliance reports 5.09% decrease in ownership of AFL / Aflac Incorporated

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 36,734 shares of Aflac Incorporated (MX:AFL) valued at $4,030,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 38,705 shares of Aflac Incorporated. This represents a change in shares of -5.09% 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)
2026-05-12 2026-03-31 13F AFLAC COM 001055102 36,734 -1,971 -5.09 4,030 -5.58 0.0245
2026-02-04 2025-12-31 13F AFLAC COM 001055102 38,705 -476 -1.21 4,268 -2.47 0.1037
2025-11-04 2025-09-30 13F AFLAC COM 001055102 39,181 -156 -0.40 4,376 5.50 0.1137
2025-08-11 2025-06-30 13F AFLAC COM 001055102 39,337 -1,800 -4.38 4,148 -9.31 0.1196
2025-05-12 2025-03-31 13F AFLAC COM 001055102 41,137 -691 -1.65 4,574 5.73 0.1511
2025-02-07 2024-12-31 13F AFLAC COM 001055102 41,828 2,435 6.18 4,327 -1.77 0.0573
2024-11-13 2024-09-30 13F AFLAC COM 001055102 39,393 39,393 4,404 0.1603
2024-08-12 2024-06-30 13F AFLAC COM 001055102 0 -40,158 -100.00 0 -100.00
2024-05-08 2024-03-31 13F AFLAC COM 001055102 40,158 679 1.72 3,448 5.86 0.1245
2024-02-08 2023-12-31 13F AFLAC COM 001055102 39,479 -5,975 -13.15 3,257 -6.62 0.1173
2023-10-24 2023-09-30 13F AFLAC COM 001055102 45,454 -994 -2.14 3,489 7.59 0.1578
2023-07-28 2023-06-30 13F AFLAC COM 001055102 46,448 344 0.75 3,242 9.01 0.1428
2023-05-12 2023-03-31 13F AFLAC COM 001055102 46,104 995 2.21 2,975 9,193.75 0.1434
2023-02-13 2022-12-31 13F AFLAC COM 001055102 45,109 -2,717 -5.68 32 -98.81 0.0011
2022-11-04 2022-09-30 13F AFLAC COM 001055102 47,826 -9,485 -16.55 2,688 -15.23 0.1568
2022-08-04 2022-06-30 13F AFLAC COM 001055102 57,311 41,359 259.27 3,171 208.76 0.1771
2022-05-06 2022-03-31 13F AFLAC COM 001055102 15,952 -717 -4.30 1,027 5.55 0.0494
2022-02-11 2021-12-31 13F AFLAC COM 001055102 16,669 8,838 112.86 973 138.48 0.0480
2021-11-01 2021-09-30 13F AFLAC COM 001055102 7,831 922 13.34 408 9.97 0.0227
2021-08-12 2021-06-30 13F AFLAC COM 001055102 6,909 1,261 22.33 371 28.37 0.0203
2021-05-14 2021-03-31 13F AFLAC COM 001055102 5,648 -1,025 -15.36 289 -2.69 0.0171
2021-02-11 2020-12-31 13F AFLAC COM 001055102 6,673 6,673 297 0.0202
2018-08-08 2018-06-30 13F AFLAC COM 001055102 0 -5,170 -100.00 0 -100.00
2018-05-15 2018-03-31 13F AFLAC COM 001055102 5,170 374 7.80 222 -48.49 0.0495
2018-02-14 2017-12-31 13F AFLAC COM 001055102 4,796 1,734 56.63 431 70.36 0.0963
2017-11-15 2017-09-30 13F AFLAC COM 001055102 3,062 -500 -14.04 253 -8.66 0.0695
2017-08-14 2017-06-30 13F AFLAC COM 001055102 3,562 91 2.62 277 10.36 0.0882
2017-05-09 2017-03-31 13F AFLAC COM 001055102 3,471 -79 -2.23 251 0.80 0.0398
2017-05-19 2016-12-31 13F/A-1 AFLAC COM 001055102 3,550 3,550 249 0.1067
2017-02-15 2016-12-31 13F AFLAC Common Stock 001055102 3,550 249 0.0969
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.