Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership317,011 shares
Latest Disclosed Value $ 34,779,306
Welch & Forbes Llc reports 1.32% decrease in ownership of AFL / Aflac Incorporated

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 317,011 shares of Aflac Incorporated (MX:AFL) valued at $34,779,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 321,248 shares of Aflac Incorporated. This represents a change in shares of -1.32% 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)
2026-05-01 2026-03-31 13F AFLAC COM 001055102 317,011 -4,237 -1.32 34,779 -1.82 0.4497
2026-02-10 2025-12-31 13F AFLAC COM 001055102 321,248 -5,387 -1.65 35,424 -2.91 0.4292
2025-11-04 2025-09-30 13F AFLAC COM 001055102 326,635 -6,667 -2.00 36,485 3.80 0.4394
2025-08-05 2025-06-30 13F AFLAC COM 001055102 333,302 -8,122 -2.38 35,150 -7.41 0.4389
2025-05-02 2025-03-31 13F AFLAC COM 001055102 341,424 -14,152 -3.98 37,963 3.21 0.4967
2025-02-07 2024-12-31 13F AFLAC COM 001055102 355,576 -3,238 -0.90 36,781 -8.31 0.4729
2024-11-04 2024-09-30 13F AFLAC COM 001055102 358,814 -24,176 -6.31 40,115 17.76 0.5105
2024-08-02 2024-06-30 13F AFLAC COM 001055102 382,990 -6,074 -1.56 34,065 1.97 0.4546
2024-05-03 2024-03-31 13F AFLAC COM 001055102 389,064 -48,451 -11.07 33,405 -7.45 0.4586
2024-02-06 2023-12-31 13F AFLAC COM 001055102 437,515 -9,564 -2.14 36,095 5.19 0.5452
2023-11-03 2023-09-30 13F AFLAC COM 001055102 447,079 -5,919 -1.31 34,313 8.52 0.5673
2023-07-28 2023-06-30 13F AFLAC COM 001055102 452,998 -11,463 -2.47 31,619 5.51 0.4988
2023-04-14 2023-03-31 13F AFLAC COM 001055102 464,461 -17,312 -3.59 29,967 -13.54 0.5075
2023-02-02 2022-12-31 13F AFLAC COM 001055102 481,773 -13,063 -2.64 34,659 24.63 0.6212
2022-10-31 2022-09-30 13F AFLAC COM 001055102 494,836 -5,012 -1.00 27,809 0.55 0.5431
2022-07-22 2022-06-30 13F AFLAC COM 001055102 499,848 -572 -0.11 27,657 -14.17 0.5060
2022-04-25 2022-03-31 13F AFLAC COM 001055102 500,420 -1,367 -0.27 32,223 9.98 0.5077
2022-01-19 2021-12-31 13F AFLAC COM 001055102 501,787 -18,442 -3.54 29,300 8.04 0.4386
2021-10-13 2021-09-30 13F AFLAC COM 001055102 520,229 -896 -0.17 27,120 -3.01 0.4507
2021-07-22 2021-06-30 13F AFLAC COM 001055102 521,125 -1,261 -0.24 27,963 4.59 0.4725
2021-04-14 2021-03-31 13F AFLAC COM 001055102 522,386 -3,944 -0.75 26,736 14.22 0.4937
2021-01-20 2020-12-31 13F AFLAC COM 001055102 526,330 -8,084 -1.51 23,407 20.49 0.4579
2020-10-23 2020-09-30 13F AFLAC COM 001055102 534,414 -66,599 -11.08 19,426 -10.29 0.4192
2020-07-15 2020-06-30 13F AFLAC COM 001055102 601,013 -65,588 -9.84 21,655 -5.12 0.5072
2020-04-17 2020-03-31 13F AFLAC COM 001055102 666,601 -3,070 -0.46 22,824 -35.57 0.6375
2020-01-17 2019-12-31 13F AFLAC COM 001055102 669,671 -2,378 -0.35 35,425 0.75 0.7882
2019-10-11 2019-09-30 13F AFLAC COM 001055102 672,049 -3,178 -0.47 35,162 -4.99 0.8391
2019-07-12 2019-06-30 13F AFLAC COM 001055102 675,227 -5,944 -0.87 37,010 8.67 0.9010
2019-04-29 2019-03-31 13F AFLAC COM 001055102 681,171 -22,906 -3.25 34,058 6.18 0.8544
2019-02-05 2018-12-31 13F AFLAC COM 001055102 704,077 -3,148 -0.45 32,077 -3.64 0.9043
2018-10-17 2018-09-30 13F AFLAC COM 001055102 707,225 -2,146 -0.30 33,289 9.08 0.7935
2018-07-16 2018-06-30 13F AFLAC COM 001055102 709,371 9,492 1.36 30,517 -0.36 0.7891
2018-04-12 2018-03-31 13F AFLAC COM 001055102 699,879 699,879 30,627 0.7892
2018-01-26 2017-12-31 13F AFLAC COM 001055102 0 -357,588 -100.00 0 -100.00
2017-11-13 2017-09-30 13F AFLAC COM 001055102 357,588 -4,288 -1.18 29,105 3.54 0.7661
2017-07-31 2017-06-30 13F AFLAC COM 001055102 361,876 1,001 0.28 28,111 7.56 0.7856
2017-07-31 2017-03-31 13F/A-1 AFLAC COM 001055102 360,875 -79,320 -18.02 26,135 -14.70 0.7480
2017-04-27 2017-03-31 13F AFLAC COM 001055102 362,575 26,258
2017-02-07 2016-12-31 13F AFLAC COM 001055102 440,195 440,195 0.00 30,638 0.9168
2016-11-02 2016-09-30 13F AFLAC COM 001055102 0 -450,016 -100.00 0 -100.00
2016-08-02 2016-06-30 13F AFLAC COM 001055102 450,016 -54,414 -10.79 32,473 1.95 0.9896
2016-05-05 2016-03-31 13F AFLAC COM 001055102 504,430 -8,042 -1.57 31,851 3.76 0.9919
2016-01-27 2015-12-31 13F AFLAC COM 001055102 512,472 -8,775 -1.68 30,697 1.31 0.9850
2015-11-05 2015-09-30 13F AFLAC COM 001055102 521,247 -6,981 -1.32 30,300 -7.78 1.0114
2015-08-11 2015-06-30 13F AFLAC COM 001055102 528,228 -22,513 -4.09 32,856 -6.80 1.0222
2015-04-30 2015-03-31 13F AFLAC COM 001055102 550,741 550,741 0.00 35,253 1.0592
2015-01-27 2014-12-31 13F AFLAC COM 001055102 0 -595,442 -100.00 0 -100.00
2014-10-27 2014-09-30 13F AFLAC COM 001055102 595,442 -62,605 -9.51 34,684 -15.33 1.0588
2014-07-31 2014-06-30 13F AFLAC COM 001055102 658,047 -9,127 -1.37 40,964 -2.60 1.2930
2014-05-01 2014-03-31 13F AFLAC COM 001055102 667,174 494 0.07 42,058 -5.56 1.3322
2014-01-17 2013-12-31 13F AFLAC COM 001055102 666,680 -3,478 -0.52 44,534 7.20 1.4099
2013-10-31 2013-09-30 13F AFLAC COM 001055102 670,158 -759 -0.11 41,543 6.54 1.3984
2013-08-08 2013-06-30 13F AFLAC COM 001055102 670,917 670,917 38,993 1.3941
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.