Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership23,062 shares
Latest Disclosed Value $ 2,530,132
CWM Advisors, LLC reports 935.10% increase in ownership of AFL / Aflac Incorporated

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 23,062 shares of Aflac Incorporated (MX:AFL) valued at $2,530,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,228 shares of Aflac Incorporated. This represents a change in shares of 935.10% 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)
2026-05-13 2026-03-31 13F/A-1 AFLAC COM 001055102 23,062 20,834 935.10 2,530 932.65 0.5076
2026-04-23 2026-03-31 13F AFLAC COM 001055102 2,343 115 257 0.0212
2026-02-17 2025-12-31 13F AFLAC COM 001055102 2,228 -201 -8.28 246 -9.59 0.0221
2025-10-15 2025-09-30 13F AFLAC COM 001055102 2,429 2,429 271 0.0264
2022-02-14 2021-12-31 13F/A-1 AFLAC COM 001055102 0 -15,706 -100.00 0 -100.00
2022-02-03 2021-12-31 13F AFLAC COM 001055102 0 -15,706 0
2021-11-09 2021-09-30 13F AFLAC COM 001055102 15,706 -44,094 -73.74 819 -74.48 0.1035
2021-08-10 2021-06-30 13F AFLAC COM 001055102 59,800 -238 -0.40 3,209 4.43 0.4223
2021-04-30 2021-03-31 13F AFLAC COM 001055102 60,038 26,078 76.79 3,073 103.51 0.4712
2021-02-12 2020-12-31 13F AFLAC COM 001055102 33,960 -17,840 -34.44 1,510 -19.81 0.3339
2020-11-16 2020-09-30 13F AFLAC COM 001055102 51,800 20,894 67.60 1,883 69.03 0.5181
2020-08-12 2020-06-30 13F AFLAC COM 001055102 30,906 11,961 63.14 1,114 71.65 0.3847
2020-05-08 2020-03-31 13F AFLAC COM 001055102 18,945 -516 -2.65 649 -36.93 0.2593
2020-01-24 2019-12-31 13F AFLAC COM 001055102 19,461 -811 -4.00 1,029 -3.02 0.3690
2019-11-13 2019-09-30 13F AFLAC COM 001055102 20,272 5,390 36.22 1,061 30.02 0.4045
2019-07-16 2019-06-30 13F AFLAC COM 001055102 14,882 1,105 8.02 816 18.43 0.3432
2019-05-16 2019-03-31 13F AFLAC COM 001055102 13,777 2,702 24.40 689 36.44 0.3199
2019-02-21 2018-12-31 13F/A-1 AFLAC COM 001055102 11,075 1,362 14.02 505 10.50 0.3395
2019-02-01 2018-12-31 13F AFLAC COM 001055102 11,075 1,365 505
2019-02-21 2018-09-30 13F/A-1 AFLAC COM 001055102 9,713 2,308 31.17 457 43.26 0.2816
2018-11-07 2018-09-30 13F AFLAC COM 001055102 9,710 2,318 457
2019-02-21 2018-06-30 13F/A-1 AFLAC COM 001055102 7,405 7,405 319 0.2267
2018-07-19 2018-06-30 13F AFLAC COM 001055102 7,392 318 0.1448
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.