Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership69,830 shares
Latest Disclosed Value $ 7,661,075
Level Four Advisory Services, Llc reports 6.14% increase in ownership of AFL / Aflac Incorporated

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 69,830 shares of Aflac Incorporated (MX:AFL) valued at $7,661,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 65,792 shares of Aflac Incorporated. This represents a change in shares of 6.14% 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.

Upgrade to unlock premium data and export to Excel .

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 69,830 4,038 6.14 7,661 5.61 0.2515
2026-02-13 2025-12-31 13F AFLAC COM 001055102 65,792 657 1.01 7,255 -0.29 0.2374
2025-11-12 2025-09-30 13F AFLAC COM 001055102 65,135 1,175 1.84 7,276 7.86 0.2491
2025-08-13 2025-06-30 13F AFLAC COM 001055102 63,960 1,146 1.82 6,745 -3.42 0.2486
2025-05-14 2025-03-31 13F AFLAC COM 001055102 62,814 -6,014 -8.74 6,984 -1.90 0.2872
2025-02-12 2024-12-31 13F AFLAC COM 001055102 68,828 -2,599 -3.64 7,120 -4.88 0.2910
2024-11-14 2024-09-30 13F AFLAC COM 001055102 71,427 1,632 2.34 7,485 20.07 0.3151
2024-08-09 2024-06-30 13F AFLAC COM 001055102 69,795 49,557 244.87 6,233 273.46 0.2810
2024-05-13 2024-03-31 13F AFLAC COM 001055102 20,238 0 0.00 1,670 0.00 0.0917
2024-02-08 2023-12-31 13F AFLAC COM 001055102 20,238 -323 -1.57 1,670 5.77 0.0937
2023-11-13 2023-09-30 13F AFLAC COM 001055102 20,561 -65 -0.32 1,578 9.66 0.1017
2023-07-10 2023-06-30 13F AFLAC COM 001055102 20,626 -715 -3.35 1,440 4.58 0.0865
2023-06-05 2023-03-31 13F AFLAC COM 001055102 21,341 4,004 23.10 1,377 10.34 0.0903
2023-02-13 2022-12-31 13F AFLAC COM 001055102 17,337 4,209 32.06 1,247 68.97 0.0926
2022-11-07 2022-09-30 13F AFLAC COM 001055102 13,128 446 3.52 738 5.13 0.0717
2022-08-08 2022-06-30 13F AFLAC COM 001055102 12,682 -341 -2.62 702 -16.33 0.0662
2022-05-10 2022-03-31 13F AFLAC COM 001055102 13,023 -1,584 -10.84 839 -1.64 0.0657
2022-02-11 2021-12-31 13F AFLAC COM 001055102 14,607 10,679 271.87 853 316.10 0.0650
2021-10-12 2021-09-30 13F AFLAC COM 001055102 3,928 -635 -13.92 205 -16.33 0.0213
2021-08-09 2021-06-30 13F AFLAC COM 001055102 4,563 -269 -5.57 245 -0.81 0.0169
2021-05-10 2021-03-31 13F AFLAC COM 001055102 4,832 -785 -13.98 247 -1.20 0.0192
2021-02-10 2020-12-31 13F AFLAC COM 001055102 5,617 5,617 250 0.0201
2020-11-02 2020-09-30 13F AFLAC COM 001055102 0 -6,723 -100.00 0 -100.00
2020-08-17 2020-06-30 13F/A-1 AFLAC COM 001055102 6,723 -447 -6.23 243 -0.82 0.0188
2020-05-13 2020-03-31 13F AFLAC COM 001055102 7,170 -666 -8.50 245 -40.82 0.0294
2020-02-13 2019-12-31 13F AFLAC COM 001055102 7,836 679 9.49 414 10.70 0.0164
2019-11-12 2019-09-30 13F AFLAC COM 001055102 7,157 731 11.38 374 6.25 0.0387
2019-08-14 2019-06-30 13F AFLAC COM 001055102 6,426 26 0.41 352 10.00 0.0355
2019-05-15 2019-03-31 13F AFLAC COM 001055102 6,400 -1,565 -19.65 320 -11.85 0.0352
2019-02-07 2018-12-31 13F AFLAC COM 001055102 7,965 1,515 23.49 363 19.41 0.0453
2018-11-14 2018-09-30 13F AFLAC COM 001055102 6,450 -256 -3.82 304 5.56 0.0329
2018-08-14 2018-06-30 13F AFLAC COM 001055102 6,706 0 0.00 288 -1.71 0.0210
2018-05-14 2018-03-31 13F AFLAC COM 001055102 6,706 3,408 103.34 293 1.38 0.0227
2018-02-13 2017-12-31 13F AFLAC COM 001055102 3,298 60 1.85 289 9.47 0.0225
2018-04-03 2017-09-30 13F/A-1 AFLAC COM 001055102 3,238 -771 -19.23 264 -8.65 0.0234
2017-11-15 2017-09-30 13F AFLAC COM 001055102 3,858 -151 319
2017-09-20 2017-06-30 13F/A-1 AFLAC COM 001055102 4,009 -12 -0.30 289 -0.34 0.0445
2017-07-12 2017-06-30 13F AFLAC COM 001055102 4,009 289
2017-09-20 2017-03-31 13F/A-1 AFLAC COM 001055102 4,021 342 9.30 290 13.28 0.0295
2017-05-15 2017-03-31 13F AFLAC COM 001055102 4,021 342 290
2017-02-14 2016-12-31 13F AFLAC COM 001055102 3,679 3,679 256 0.0327
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.