Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionPalisade Asset Management, LLC
Latest Disclosed Ownership68,969 shares
Latest Disclosed Value $ 7,566,589
Palisade Asset Management, LLC reports 0.98% decrease in ownership of AFL / Aflac Incorporated

On April 14, 2026 - Palisade Asset Management, LLC filed a 13F-HR form disclosing ownership of 68,969 shares of Aflac Incorporated (MX:AFL) valued at $7,566,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 69,654 shares of Aflac Incorporated. This represents a change in shares of -0.98% 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)
2026-04-14 2026-03-31 13F AFLAC COM 001055102 68,969 -685 -0.98 7,567 -1.48 0.7598
2026-02-13 2025-12-31 13F Aflac COM 001055102 69,654 -3,138 -4.31 7,681 -5.54 0.7488
2025-11-17 2025-09-30 13F AFLAC COM 001055102 72,792 -2,454 -3.26 8,131 2.46 0.7559
2025-08-07 2025-06-30 13F AFLAC COM 001055102 75,246 -795 -1.05 7,935 -6.14 0.7895
2025-04-23 2025-03-31 13F Aflac COM 001055102 76,041 -393 -0.51 8,455 6.93 0.8685
2025-02-11 2024-12-31 13F Aflac COM 001055102 76,434 -640 -0.83 7,906 -8.24 0.8022
2024-11-12 2024-09-30 13F Aflac COM 001055102 77,074 -1,295 -1.65 8,617 23.10 0.8438
2024-08-02 2024-06-30 13F AFLAC COM 001055102 78,369 -651 -0.82 6,999 3.17 0.7237
2024-05-01 2024-03-31 13F AFLAC COM 001055102 79,020 0 0.00 6,785 4.07 0.6609
2024-02-06 2023-12-31 13F Aflac COM 001055102 79,020 -600 -0.75 6,519 6.69 0.7146
2023-11-07 2023-09-30 13F Aflac COM 001055102 79,620 -1,772 -2.18 6,111 7.55 0.7429
2023-08-08 2023-06-30 13F Aflac COM 001055102 81,392 1,990 2.51 5,681 10.89 0.6589
2023-05-10 2023-03-31 13F Aflac COM 001055102 79,402 -32,687 -29.16 5,123 -36.46 0.6277
2023-02-07 2022-12-31 13F Aflac COM 001055102 112,089 -2,829 -2.46 8,064 24.85 0.9235
2022-11-09 2022-09-30 13F Aflac COM 001055102 114,918 -12,225 -9.62 6,458 -8.20 0.8855
2022-08-05 2022-06-30 13F Aflac COM 001055102 127,143 -62,485 -32.95 7,035 -42.38 0.9040
2022-04-21 2022-03-31 13F Aflac COM 001055102 189,628 -30,535 -13.87 12,210 -5.02 1.4006
2022-02-01 2021-12-31 13F Aflac COM 001055102 220,163 -2,325 -1.05 12,855 10.84 1.4381
2021-10-25 2021-09-30 13F Aflac COM 001055102 222,488 -2,745 -1.22 11,598 -4.04 1.4141
2021-07-22 2021-06-30 13F Aflac COM 001055102 225,233 -1,330 -0.59 12,086 4.23 1.4216
2021-05-04 2021-03-31 13F Aflac COM 001055102 226,563 -2,415 -1.05 11,595 13.87 1.4921
2021-02-03 2020-12-31 13F Aflac COM 001055102 228,978 1,438 0.63 10,183 23.12 1.3866
2020-10-26 2020-09-30 13F Aflac COM 001055102 227,540 965 0.43 8,271 1.32 1.2457
2020-07-27 2020-06-30 13F Aflac COM 001055102 226,575 1,102 0.49 8,163 5.74 1.3018
2020-04-24 2020-03-31 13F Aflac COM 001055102 225,473 1,687 0.75 7,720 -34.79 1.4075
2020-01-16 2019-12-31 13F Aflac COM 001055102 223,786 947 0.42 11,838 1.54 1.7318
2019-10-16 2019-09-30 13F Aflac COM 001055102 222,839 -2,391 -1.06 11,659 -5.56 1.7778
2019-07-25 2019-06-30 13F Aflac COM 001055102 225,230 -1,616 -0.71 12,345 8.84 1.9171
2019-04-15 2019-03-31 13F Aflac COM 001055102 226,846 -90,995 -28.63 11,342 -21.68 1.7967
2019-01-16 2018-12-31 13F Aflac COM 001055102 317,841 8,281 2.68 14,481 -0.62 2.1248
2018-10-19 2018-09-30 13F Aflac COM 001055102 309,560 1,466 0.48 14,571 9.94 1.9261
2018-07-26 2018-06-30 13F Aflac COM 001055102 308,094 9,840 3.30 13,254 1.55 1.9155
2018-04-25 2018-03-31 13F Aflac COM 001055102 298,254 148,670 99.39 13,052 -0.59 1.9726
2018-02-01 2017-12-31 13F Aflac COM 001055102 149,584 -1,245 -0.83 13,130 6.96 2.0781
2017-11-02 2017-09-30 13F/A-1 AFLAC COM 001055102 150,829 12,751 9.23 12,276 14.45 2.2318
2017-10-26 2017-09-30 13F AFLAC COM 001055102 150,179 12,101 12,223
2017-08-01 2017-06-30 13F AFLAC COM 001055102 138,078 3,960 2.95 10,726 10.43 2.1050
2017-04-27 2017-03-31 13F AFLAC COM 001055102 134,118 786 0.59 9,713 4.67 1.7841
2017-02-01 2016-12-31 13F AFLAC COM 001055102 133,332 -5,000 -3.61 9,280 -6.66 1.7786
2016-10-20 2016-09-30 13F AFLAC COM 001055102 138,332 -250 -0.18 9,942 -0.58 1.8502
2016-07-12 2016-06-30 13F AFLAC COM 001055102 138,582 -2,785 -1.97 10,000 12.03 1.8905
2016-04-14 2016-03-31 13F AFLAC COM 001055102 141,367 3,265 2.36 8,926 7.91 1.7285
2016-02-29 2015-12-31 13F AFLAC COM 001055102 138,102 -2,261 -1.61 8,272 1.38 1.7728
2015-10-21 2015-09-30 13F AFLAC COM 001055102 140,363 -11,683 -7.68 8,159 -13.73 1.8247
2015-07-13 2015-06-30 13F AFLAC COM 001055102 152,046 1,690 1.12 9,457 -1.74 1.8819
2015-04-10 2015-03-31 13F AFLAC COM 001055102 150,356 -650 -0.43 9,624 4.33 1.8933
2015-01-16 2014-12-31 13F AFLAC COM 001055102 151,006 1,311 0.88 9,225 5.79 1.8150
2014-10-09 2014-09-30 13F AFLAC COM 001055102 149,695 5,979 4.16 8,720 -2.53 1.7895
2014-07-25 2014-06-30 13F AFLAC COM 001055102 143,716 12,741 9.73 8,946 8.34 1.8784
2014-04-22 2014-03-31 13F AFLAC COM 001055102 130,975 2,085 1.62 8,257 -4.10 1.8125
2014-02-04 2013-12-31 13F A F L A C COM 001055102 128,890 1,485 1.17 8,610 9.01 1.9500
2013-10-25 2013-09-30 13F A F L A C COM 001055102 127,405 600 0.47 7,898 7.16 2.0122
2013-08-02 2013-06-30 13F A F L A C COM 001055102 126,805 126,805 7,370 1.8559
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.