Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionSavant Capital, LLC
Latest Disclosed Ownership24,765 shares
Latest Disclosed Value $ 2,717,002
Savant Capital, LLC reports 21.62% increase in ownership of AFL / Aflac Incorporated

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 24,765 shares of Aflac Incorporated (MX:AFL) valued at $2,717,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 20,362 shares of Aflac Incorporated. This represents a change in shares of 21.62% 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)
2026-05-04 2026-03-31 13F AFLAC COM 001055102 24,765 4,403 21.62 2,717 21.02 0.0131
2026-02-10 2025-12-31 13F AFLAC COM 001055102 20,362 3,258 19.05 2,245 17.54 0.0128
2026-03-04 2025-09-30 13F/A-1 AFLAC COM 001055102 17,104 353 2.11 1,911 8.15 0.0116
2025-11-05 2025-09-30 13F AFLAC COM 001055102 19,267 1,130 2,152 0.0114
2026-03-04 2025-06-30 13F/A-1 AFLAC COM 001055102 16,751 817 5.13 1,767 -0.28 0.0127
2025-08-06 2025-06-30 13F AFLAC COM 001055102 18,137 930 1,913 0.0119
2026-03-04 2025-03-31 13F/A-1 AFLAC COM 001055102 15,934 23 0.14 1,772 7.66 0.0150
2025-05-08 2025-03-31 13F AFLAC COM 001055102 17,207 1,296 1,913 0.0139
2025-01-29 2024-12-31 13F AFLAC COM 001055102 15,911 -313 -1.93 1,646 -9.27 0.0129
2024-11-04 2024-09-30 13F AFLAC COM 001055102 16,224 4,382 37.00 1,814 71.52 0.0151
2024-08-05 2024-06-30 13F AFLAC COM 001055102 11,842 2,647 28.79 1,058 33.97 0.0106
2024-05-06 2024-03-31 13F AFLAC COM 001055102 9,195 331 3.73 790 7.93 0.0091
2024-02-05 2023-12-31 13F AFLAC COM 001055102 8,864 294 3.43 731 11.26 0.0094
2023-11-07 2023-09-30 13F AFLAC COM 001055102 8,570 -4 -0.05 658 9.87 0.0098
2023-08-04 2023-06-30 13F AFLAC COM 001055102 8,574 30 0.35 598 8.53 0.0094
2023-05-03 2023-03-31 13F AFLAC COM 001055102 8,544 877 11.44 551 0.00 0.0103
2023-02-13 2022-12-31 13F/A-1 AFLAC COM 001055102 7,667 392 5.39 552 34.72 0.0135
2023-02-07 2022-12-31 13F AFLAC COM 001055102 7,667 392 552 0.0135
2022-10-31 2022-09-30 13F AFLAC COM 001055102 7,275 -869 -10.67 409 -9.31 0.0127
2022-07-22 2022-06-30 13F AFLAC COM 001055102 8,144 -200 -2.40 451 -16.01 0.0137
2022-05-05 2022-03-31 13F AFLAC COM 001055102 8,344 896 12.03 537 23.45 0.0176
2022-02-08 2021-12-31 13F AFLAC COM 001055102 7,448 652 9.59 435 22.88 0.0141
2021-11-12 2021-09-30 13F AFLAC COM 001055102 6,796 73 1.09 354 -1.94 0.0129
2021-08-04 2021-06-30 13F AFLAC COM 001055102 6,723 75 1.13 361 6.18 0.0146
2021-05-04 2021-03-31 13F AFLAC COM 001055102 6,648 627 10.41 340 26.87 0.0182
2021-02-03 2020-12-31 13F AFLAC COM 001055102 6,021 -4 -0.07 268 22.37 0.0156
2020-11-04 2020-09-30 13F AFLAC COM 001055102 6,025 -211 -3.38 219 -2.67 0.0150
2020-08-11 2020-06-30 13F AFLAC COM 001055102 6,236 6,236 225 0.0170
2020-04-30 2020-03-31 13F AFLAC COM 001055102 0 -4,783 -100.00 0 -100.00
2020-01-31 2019-12-31 13F AFLAC COM 001055102 4,783 152 3.28 253 4.55 0.0310
2019-11-12 2019-09-30 13F AFLAC COM 001055102 4,631 11 0.24 242 -4.35 0.0336
2019-08-06 2019-06-30 13F AFLAC COM 001055102 4,620 1 0.02 253 9.52 0.0356
2019-05-02 2019-03-31 13F AFLAC COM 001055102 4,619 4,619 231 0.0434
2019-02-05 2018-12-31 13F AFLAC COM 001055102 0 -4,763 -100.00 0 -100.00
2018-10-22 2018-09-30 13F AFLAC COM 001055102 4,763 12 0.25 224 9.80 0.0402
2018-08-07 2018-06-30 13F AFLAC COM 001055102 4,751 -12 -0.25 204 -1.92 0.0436
2018-04-27 2018-03-31 13F AFLAC COM 001055102 4,763 2,302 93.54 208 -3.70 0.0439
2018-01-30 2017-12-31 13F AFLAC COM 001055102 2,461 2,461 216 0.0454
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.