Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership303,545 shares
Latest Disclosed Value $ 33,301,922
Baird Financial Group, Inc. reports 55.60% increase in ownership of AFL / Aflac Incorporated

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 303,545 shares of Aflac Incorporated (MX:AFL) valued at $33,301,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 195,079 shares of Aflac Incorporated. This represents a change in shares of 55.60% 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)
2026-05-14 2026-03-31 13F AFLAC COM 001055102 303,545 108,466 55.60 33,302 54.81 0.0280
2026-02-13 2025-12-31 13F AFLAC INC COM COMMON 001055102 195,079 1,210 0.62 21,511 -0.66 0.0335
2025-11-13 2025-09-30 13F AFLAC COMMON 001055102 193,869 3,097 1.62 21,655 7.64 0.0348
2025-08-13 2025-06-30 13F AFLAC INC COM COMMON 001055102 190,772 5,839 3.16 20,119 -2.16 0.0353
2025-05-15 2025-03-31 13F AFLAC INC COM COMMON 001055102 184,933 -6,088 -3.19 20,563 4.06 0.0396
2025-02-14 2024-12-31 13F AFLAC COMMON 001055102 191,021 -2,921 -1.51 19,759 -8.87 0.0378
2024-11-14 2024-09-30 13F AFLAC COMMON 001055102 193,942 -181 -0.09 21,683 25.06 0.0421
2024-08-14 2024-06-30 13F AFLAC COMMON 001055102 194,123 -1,553 -0.79 17,337 3.20 0.0360
2024-05-14 2024-03-31 13F AFLAC COMMON 001055102 195,676 -5,010 -2.50 16,801 1.47 0.0352
2024-02-14 2023-12-31 13F AFLAC COMMON 001055102 200,686 -3,821 -1.87 16,557 5.49 0.0377
2023-11-13 2023-09-30 13F AFLAC COMMON 001055102 204,507 -3,054 -1.47 15,696 8.34 0.0428
2023-08-11 2023-06-30 13F AFLAC COMMON 001055102 207,561 16 0.01 14,488 8.19 0.0382
2023-05-15 2023-03-31 13F AFLAC COMMON 001055102 207,545 -893 -0.43 13,391 95,542.86 0.0330
2023-02-13 2022-12-31 13F AFLAC COMMON 001055102 208,438 -7,208 -3.34 15 -99.88 0.0395
2022-11-15 2022-09-30 13F AFLAC COMMON 001055102 215,646 -20,501 -8.68 12,119 -7.25 0.0357
2022-08-08 2022-06-30 13F AFLAC COMMON 001055102 236,147 25,909 12.32 13,066 -3.48 0.0363
2022-05-13 2022-03-31 13F AFLAC COMMON 001055102 210,238 4,000 1.94 13,537 12.41 0.0335
2022-02-09 2021-12-31 13F AFLAC INC COM COMMON 001055102 206,238 8,497 4.30 12,042 16.82 0.0282
2021-11-12 2021-09-30 13F AFLAC INC COM COMMON 001055102 197,741 9,028 4.78 10,308 1.79 0.0264
2021-08-11 2021-06-30 13F AFLAC INC COM COMMON 001055102 188,713 162 0.09 10,127 4.94 0.0263
2021-05-13 2021-03-31 13F AFLAC INC COM COMMON 001055102 188,551 3,381 1.83 9,650 17.20 0.0271
2021-02-11 2020-12-31 13F AFLAC INC COM COMMON 001055102 185,170 -3,395 -1.80 8,234 20.12 0.0246
2020-11-12 2020-09-30 13F AFLAC INC COM COMMON 001055102 188,565 -63,235 -25.11 6,855 -24.45 0.0235
2020-10-22 2020-06-30 13F/A-1 AFLAC INC COM COMMON 001055102 251,800 -2,494 -0.98 9,073 4.20 0.0342
2020-08-14 2020-06-30 13F AFLAC INC COM COMMON 001055102 248,703 -5,591 12,950 25,663.9578
2020-05-14 2020-03-31 13F AFLAC INC COM COMMON 001055102 254,294 -5,752 -2.21 8,707 -36.70 0.0398
2020-02-14 2019-12-31 13F AFLAC INC COM COMMON 001055102 260,046 -502 -0.19 13,756 0.91 0.0494
2019-11-14 2019-09-30 13F AFLAC Common 001055102 260,548 -15,470 -5.60 13,632 -9.89 0.0537
2019-08-14 2019-06-30 13F AFLAC COMMON 001055102 276,018 37,398 15.67 15,128 26.80 0.0588
2019-05-14 2019-03-31 13F AFLAC COMMON 001055102 238,620 -9,210 -3.72 11,931 5.67 0.0698
2019-02-14 2018-12-31 13F AFLAC COMMON 001055102 247,830 2,153 0.88 11,291 -2.55 0.0766
2018-11-13 2018-09-30 13F AFLAC COMMON 001055102 245,677 7,077 2.97 11,586 12.87 0.0726
2018-08-13 2018-06-30 13F AFLAC COMMON 001055102 238,600 -4,338 -1.79 10,265 -3.44 0.0697
2018-05-14 2018-03-31 13F AFLAC COMMON 001055102 242,938 129,858 114.84 10,631 7.10 0.0749
2018-02-09 2017-12-31 13F AFLAC COMMON 001055102 113,080 -914 -0.80 9,926 6.98 0.0703
2017-11-14 2017-09-30 13F AFLAC COMMON 001055102 113,994 -2,739 -2.35 9,278 2.32 0.0700
2017-08-14 2017-06-30 13F AFLAC COMMON 001055102 116,733 -992 -0.84 9,068 6.36 0.0710
2017-06-19 2017-03-31 13F/A-1 AFLAC COMMON 001055102 117,725 -483 -0.41 8,526 3.63 0.0690
2017-05-09 2017-03-31 13F AFLAC COMMON 001055102 117,725 8,526
2017-02-10 2016-12-31 13F AFLAC COMMON 001055102 118,208 -1,281 -1.07 8,227 -4.20 0.0714
2016-11-10 2016-09-30 13F AFLAC COMMON 001055102 119,489 -382 -0.32 8,588 -0.83 0.0769
2016-08-11 2016-06-30 13F AFLAC COMMON 001055102 119,871 -9,744 -7.52 8,660 5.82 0.0794
2016-05-12 2016-03-31 13F AFLAC COMMON 001055102 129,615 -646 -0.50 8,184 4.88 0.0783
2016-02-11 2015-12-31 13F AFLAC COMMON 001055102 130,261 -346 -0.26 7,803 2.78 0.0780
2015-11-12 2015-09-30 13F AFLAC COMMON 001055102 130,607 1,017 0.78 7,592 -5.81 0.0807
2015-08-14 2015-06-30 13F AFLAC COMMON 001055102 129,590 129,590 8,060 0.0793
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.