Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionCerity Partners LLC
Latest Disclosed Ownership299,606 shares
Latest Disclosed Value $ 32,869,741
Cerity Partners LLC reports 5.86% increase in ownership of AFL / Aflac Incorporated

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 299,606 shares of Aflac Incorporated (MX:AFL) valued at $32,869,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 283,016 shares of Aflac Incorporated. This represents a change in shares of 5.86% 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)
2026-05-15 2026-03-31 13F AFLAC COM 001055102 299,606 16,590 5.86 32,870 5.33 0.0231
2026-02-11 2025-12-31 13F AFLAC COM 001055102 283,016 29,772 11.76 31,206 10.34 0.0455
2025-10-22 2025-09-30 13F AFLAC COM 001055102 253,244 30,906 13.90 28,282 20.63 0.0459
2025-08-13 2025-06-30 13F AFLAC Equities 001055102 222,338 -4,808 -2.12 23,445 -7.17 0.0418
2025-04-30 2025-03-31 13F AFLAC Stock 001055102 227,146 -14,999 -6.19 25,256 0.15 0.0512
2025-02-13 2024-12-31 13F AFLAC Stock 001055102 242,145 24,173 11.09 25,217 3.48 0.0547
2024-11-12 2024-09-30 13F AFLAC Stock 001055102 217,972 17,440 8.70 24,369 36.07 0.0540
2024-08-13 2024-06-30 13F AFLAC COM 001055102 200,532 35,214 21.30 17,910 26.26 0.0472
2024-05-14 2024-03-31 13F AFLAC Stock 001055102 165,318 19,223 13.16 14,185 17.68 0.0375
2024-01-26 2023-12-31 13F AFLAC COM 001055102 146,095 31,717 27.73 12,053 37.31 0.0396
2023-11-14 2023-09-30 13F AFLAC COM 001055102 114,378 -31,169 -21.42 8,779 -13.59 0.0427
2023-08-14 2023-06-30 13F AFLAC COM 001055102 145,547 2,886 2.02 10,160 -3.54 0.0396
2023-05-11 2023-03-31 13F AFLAC COM 001055102 142,661 1,809 1.28 10,533 1.64 0.0248
2023-02-15 2022-12-31 13F AFLAC COM 001055102 140,852 55,007 64.08 10,363 114.80 0.0664
2022-11-14 2022-09-30 13F AFLAC Equities 001055102 85,845 -2,003 -2.28 4,824 -0.76 0.0580
2022-08-10 2022-06-30 13F AFLAC COM 001055102 87,848 54,769 165.57 4,861 128.22 0.0537
2022-04-25 2022-03-31 13F AFLAC Stock 001055102 33,079 -6,480 -16.38 2,130 -7.83 0.0331
2022-02-14 2021-12-31 13F AFLAC Stock 001055102 39,559 10,364 35.50 2,311 51.84 0.0352
2021-10-25 2021-09-30 13F Aflac Stock 001055102 29,195 4,032 16.02 1,522 12.74 0.0335
2021-08-11 2021-06-30 13F AFLAC Stock 001055102 25,163 41 0.16 1,350 4.98 0.0295
2021-08-11 2021-03-31 13F/A-1 AFLAC Stock 001055102 25,122 58 0.23 1,286 15.34 0.0305
2021-05-12 2021-03-31 13F AFLAC Stock 001055102 25,122 58 1,286 0.0381
2021-02-11 2020-12-31 13F AFLAC Stock 001055102 25,064 -1,440 -5.43 1,115 15.78 0.0357
2020-11-12 2020-09-30 13F AFLAC COM 001055102 26,504 415 1.59 963 2.45 0.0396
2020-08-17 2020-06-30 13F/A-1 AFLAC COM 001055102 26,089 -5,527 -17.48 940 -13.12 0.0519
2020-08-14 2020-06-30 13F AFLAC COM 001055102 26,089 -5,527 940 51,843.2481
2020-05-14 2020-03-31 13F AFLAC COM 001055102 31,616 -22 -0.07 1,082 -35.33 0.0681
2020-02-14 2019-12-31 13F AFLAC COM 001055102 31,638 -1,857 -5.54 1,673 -4.56 0.0853
2019-10-30 2019-09-30 13F AFLAC COM 001055102 33,495 9,314 38.52 1,753 32.20 0.1029
2019-08-14 2019-06-30 13F AFLAC COM 001055102 24,181 2,341 10.72 1,326 21.43 0.0836
2019-05-14 2019-03-31 13F AFLAC COM 001055102 21,840 105 0.48 1,092 10.30 0.0735
2019-02-06 2018-12-31 13F AFLAC COM 001055102 21,735 327 1.53 990 -1.79 0.0663
2018-11-15 2018-09-30 13F AFLAC COM 001055102 21,408 3,475 19.38 1,008 30.74 0.0698
2018-08-15 2018-06-30 13F AFLAC COM 001055102 17,933 -516 -2.80 771 -4.46 0.0570
2018-05-15 2018-03-31 13F AFLAC COM 001055102 18,449 9,096 97.25 807 -1.71 0.0617
2018-02-14 2017-12-31 13F AFLAC COM 001055102 9,353 1,499 19.09 821 28.48 0.0551
2017-11-13 2017-09-30 13F AFLAC COM 001055102 7,854 1,711 27.85 639 -37.29 0.0452
2017-08-10 2017-06-30 13F AFLAC COM 001055102 6,143 -1,629 -20.96 1,019 80.99 0.0854
2017-05-02 2017-03-31 13F AFLAC COM 001055102 7,772 7,772 563 0.0470
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.