Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionRidgewood Investments LLC
Latest Disclosed Ownership8,035 shares
Latest Disclosed Value $ 881,520
Ridgewood Investments LLC reports 41.98% decrease in ownership of AFL / Aflac Incorporated

On April 3, 2026 - Ridgewood Investments LLC filed a 13F-HR form disclosing ownership of 8,035 shares of Aflac Incorporated (MX:AFL) valued at $881,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 30, 2025 disclosing 13,849 shares of Aflac Incorporated. This represents a change in shares of -41.98% 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)
2026-04-03 2026-03-31 13F AFLAC COM 001055102 8,035 -5,814 -41.98 882 -43.01 0.3606
2025-10-30 2025-09-30 13F AFLAC COM 001055102 13,849 -101 -0.72 1,547 5.10 0.6527
2025-07-14 2025-06-30 13F AFLAC COM 001055102 13,950 -574 -3.95 1,471 -8.86 0.6355
2025-05-07 2025-03-31 13F AFLAC COM 001055102 14,524 -507 -3.37 1,615 3.86 0.7536
2025-01-10 2024-12-31 13F AFLAC COM 001055102 15,031 -871 -5.48 1,555 -12.55 0.7498
2024-10-04 2024-09-30 13F AFLAC COM 001055102 15,902 -3,277 -17.09 1,778 3.80 0.8875
2024-07-29 2024-06-30 13F AFLAC COM 001055102 19,179 278 1.47 1,713 5.55 0.8569
2024-04-10 2024-03-31 13F AFLAC COM 001055102 18,901 8,087 74.78 1,623 81.84 0.8588
2024-01-11 2023-12-31 13F AFLAC COM 001055102 10,814 -2,484 -18.68 892 -12.55 0.5276
2023-10-20 2023-09-30 13F AFLAC COM 001055102 13,298 -3,834 -22.38 1,021 -14.64 0.6699
2023-08-07 2023-06-30 13F AFLAC COM 001055102 17,132 -71 -0.41 1,196 7.75 0.6797
2023-04-25 2023-03-31 13F AFLAC COM 001055102 17,203 -784 -4.36 1,110 -14.23 0.6791
2023-01-19 2022-12-31 13F AFLAC COM 001055102 17,987 -3 -0.02 1,294 27.89 0.9196
2022-10-13 2022-09-30 13F AFLAC COM 001055102 17,990 -6 -0.03 1,011 1.51 0.8419
2022-07-19 2022-06-30 13F AFLAC COM 001055102 17,996 -17 -0.09 996 -14.14 0.7836
2022-04-11 2022-03-31 13F AFLAC COM 001055102 18,013 -189 -1.04 1,160 9.13 0.7607
2022-01-18 2021-12-31 13F AFLAC COM 001055102 18,202 235 1.31 1,063 13.45 0.6740
2021-10-20 2021-09-30 13F AFLAC COM 001055102 17,967 -407 -2.22 937 -4.97 0.6351
2021-07-22 2021-06-30 13F AFLAC COM 001055102 18,374 466 2.60 986 7.52 0.6328
2021-04-27 2021-03-31 13F AFLAC COM 001055102 17,908 2,804 18.56 917 67.03 0.5617
2021-01-19 2020-12-31 13F AFLAC COM 001055102 15,104 0 0.00 549 0.00 0.4327
2020-10-14 2020-09-30 13F AFLAC COM 001055102 15,104 -244 -1.59 549 -0.72 0.4298
2020-08-10 2020-06-30 13F AFLAC COM 001055102 15,348 6,835 80.29 553 90.03 0.4576
2020-04-27 2020-03-31 13F AFLAC COM 001055102 8,513 519 6.49 291 -31.21 0.2950
2020-01-15 2019-12-31 13F AFLAC COM 001055102 7,994 0 0.00 423 1.20 0.2996
2019-10-23 2019-09-30 13F AFLAC COM 001055102 7,994 -2,529 -24.03 418 -27.56 0.3252
2019-07-12 2019-06-30 13F AFLAC COM 001055102 10,523 -326 -3.00 577 6.46 0.4512
2019-04-15 2019-03-31 13F AFLAC COM 001055102 10,849 150 1.40 542 7.54 0.4459
2019-01-25 2018-12-31 13F AFLAC COM 001055102 10,699 0 0.00 504 0.00 0.4022
2018-10-30 2018-09-30 13F AFLAC COM 001055102 10,699 0 0.00 504 9.57 0.4008
2018-08-09 2018-06-30 13F/A-1 AFLAC COM 001055102 10,699 -30 -0.28 460 -1.92 0.4094
2018-07-23 2018-06-30 13F AFLAC COM 001055102 10,699 -30 460
2018-04-17 2018-03-31 13F AFLAC COM 001055102 10,729 5,956 124.79 469 11.93 0.4310
2018-01-12 2017-12-31 13F AFLAC COM 001055102 4,773 228 5.02 419 13.24 0.3745
2017-11-15 2017-09-30 13F AFLAC COM 001055102 4,545 -57 -1.24 370 3.64 0.3528
2017-08-02 2017-06-30 13F AFLAC COM 001055102 4,602 -2 -0.04 357 7.21 0.3578
2017-05-15 2017-03-31 13F AFLAC COM 001055102 4,604 103 2.29 333 6.39 0.3578
2017-04-27 2016-12-31 13F Aflac COM 001055102 4,501 4,501 313 0.3689
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.