Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership15,381 shares
Latest Disclosed Value $ 1,687,505
Naples Global Advisors, Llc reports 11.05% decrease in ownership of AFL / Aflac Incorporated

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 15,381 shares of Aflac Incorporated (MX:AFL) valued at $1,687,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 17,291 shares of Aflac Incorporated. This represents a change in shares of -11.05% 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)
2026-04-20 2026-03-31 13F AFLAC COM 001055102 15,381 -1,910 -11.05 1,688 -11.49 0.1231
2026-02-04 2025-12-31 13F AFLAC COM 001055102 17,291 -50 -0.29 1,907 -1.55 0.1425
2025-10-30 2025-09-30 13F AFLAC COM 001055102 17,341 -862 -4.74 1,937 0.89 0.1508
2025-07-18 2025-06-30 13F AFLAC COM 001055102 18,203 1,440 8.59 1,920 3.01 0.1652
2025-04-10 2025-03-31 13F AFLAC COM 001055102 16,763 -307 -1.80 1,864 5.55 0.1771
2025-01-29 2024-12-31 13F AFLAC COM 001055102 17,070 -125 -0.73 1,766 -8.17 0.1652
2024-10-24 2024-09-30 13F AFLAC COM 001055102 17,195 -650 -3.64 1,922 20.65 0.1787
2024-07-18 2024-06-30 13F AFLAC COM 001055102 17,845 -425 -2.33 1,594 1.59 0.1599
2024-04-29 2024-03-31 13F AFLAC COM 001055102 18,270 -40 -0.22 1,569 3.84 0.1606
2024-01-11 2023-12-31 13F AFLAC COM 001055102 18,310 -500 -2.66 1,511 4.64 0.1661
2023-10-16 2023-09-30 13F AFLAC COM 001055102 18,810 -1,325 -6.58 1,444 2.70 0.1750
2023-07-17 2023-06-30 13F AFLAC COM 001055102 20,135 -900 -4.28 1,405 3.54 0.1649
2023-04-17 2023-03-31 13F AFLAC COM 001055102 21,035 -450 -2.09 1,357 -12.17 0.1692
2023-04-17 2022-12-31 13F/A-1 AFLAC COM 001055102 21,485 -400 -1.83 1,546 25.61 0.1964
2023-01-20 2022-12-31 13F AFLAC COM 001055102 21,485 -400 1,546 0.0002
2022-10-20 2022-09-30 13F AFLAC COM 001055102 21,885 0 0.00 1,230 1.57 0.1693
2022-08-11 2022-06-30 13F AFLAC COM 001055102 21,885 -160 -0.73 1,211 -14.66 0.1572
2022-04-28 2022-03-31 13F AFLAC COM 001055102 22,045 -200 -0.90 1,419 9.24 0.1638
2022-02-04 2021-12-31 13F AFLAC COM 001055102 22,245 -130 -0.58 1,299 11.41 0.1505
2021-10-29 2021-09-30 13F/A-1 AFLAC COM 001055102 22,375 0 0.00 1,166 -2.91 0.1531
2021-10-25 2021-09-30 13F AFLAC COM 001055102 22,375 0 1,166 0.1524
2021-08-06 2021-06-30 13F AFLAC COM 001055102 22,375 0 0.00 1,201 4.89 0.1670
2021-05-10 2021-03-31 13F AFLAC COM 001055102 22,375 1,838 8.95 1,145 25.41 0.1740
2021-02-08 2020-12-31 13F AFLAC COM 001055102 20,537 -1,398 -6.37 913 14.55 0.1544
2020-10-26 2020-09-30 13F AFLAC COM 001055102 21,935 -375 -1.68 797 -0.87 0.1554
2020-08-04 2020-06-30 13F AFLAC COM 001055102 22,310 -510 -2.23 804 2.94 0.1732
2020-04-27 2020-03-31 13F AFLAC COM 001055102 22,820 -1,905 -7.70 781 -40.29 0.2047
2020-02-05 2019-12-31 13F Aflac COM 001055102 24,725 -260 -1.04 1,308 0.08 0.2746
2019-10-28 2019-09-30 13F Aflac COM 001055102 24,985 -700 -2.73 1,307 -7.17 0.3053
2019-07-10 2019-06-30 13F Aflac COM 001055102 25,685 -720 -2.73 1,408 6.67 0.3426
2019-04-29 2019-03-31 13F Aflac COM 001055102 26,405 -2,850 -9.74 1,320 -1.42 0.3375
2019-02-01 2018-12-31 13F Aflac COM 001055102 29,255 -4,170 -12.48 1,339 -14.88 0.3811
2018-11-13 2018-09-30 13F/A-1 Aflac COM 001055102 33,425 -325 -0.96 1,573 8.33 0.4174
2018-11-13 2018-09-30 13F AFLAC COM 001055102 33,750 0 1,452
2018-07-23 2018-06-30 13F AFLAC COM 001055102 33,750 -140 -0.41 1,452 -2.09 0.4090
2018-04-17 2018-03-31 13F AFLAC COM 001055102 33,890 17,515 106.96 1,483 3.20 0.4400
2018-01-19 2017-12-31 13F AFLAC COM 001055102 16,375 0 0.00 1,437 7.80 0.4243
2017-10-16 2017-09-30 13F AFLAC COM 001055102 16,375 -100 -0.61 1,333 4.14 0.4450
2017-07-25 2017-06-30 13F AFLAC COM 001055102 16,475 -50 -0.30 1,280 6.93 0.4540
2017-04-21 2017-03-31 13F AFLAC COM 001055102 16,525 -150 -0.90 1,197 3.10 0.4296
2017-01-30 2016-12-31 13F AFLAC COM 001055102 16,675 0 0.00 1,161 -3.09 0.4520
2016-10-11 2016-09-30 13F AFLAC COM 001055102 16,675 0 0.00 1,198 -0.42 0.4685
2016-07-13 2016-06-30 13F AFLAC COM 001055102 16,675 -50 -0.30 1,203 13.92 0.4924
2016-04-13 2016-03-31 13F A F L A C COM 001055102 16,725 -925 -5.24 1,056 -0.09 0.4425
2016-01-25 2015-12-31 13F A F L A C COM 001055102 17,650 200 1.15 1,057 4.24 0.5121
2015-10-14 2015-09-30 13F A F L A C COM 001055102 17,450 0 0.00 1,014 -6.54 0.5210
2015-07-27 2015-06-30 13F A F L A C COM 001055102 17,450 -880 -4.80 1,085 -7.50 0.5207
2015-04-15 2015-03-31 13F A F L A C COM 001055102 18,330 -870 -4.53 1,173 0.00 0.5575
2015-01-22 2014-12-31 13F A F L A C COM 001055102 19,200 -890 -4.43 1,173 0.26 0.6205
2014-10-16 2014-09-30 13F A F L A C COM 001055102 20,090 1,185 6.27 1,170 -0.59 0.6895
2014-07-14 2014-06-30 13F A F L A C COM 001055102 18,905 2,230 13.37 1,177 11.99 0.6979
2014-04-07 2014-03-31 13F A F L A C COM 001055102 16,675 1,450 9.52 1,051 3.34 0.6428
2014-01-16 2013-12-31 13F A F L A C COM 001055102 15,225 15,225 1,017 0.6782
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.