Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership70,322 shares
Latest Disclosed Value $ 7,715,054
Modera Wealth Management, LLC reports 2.02% increase in ownership of AFL / Aflac Incorporated

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 70,322 shares of Aflac Incorporated (MX:AFL) valued at $7,715,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 68,928 shares of Aflac Incorporated. This represents a change in shares of 2.02% 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)
2026-05-06 2026-03-31 13F AFLAC COM 001055102 70,322 1,394 2.02 7,715 1.51 0.0925
2026-01-21 2025-12-31 13F AFLAC COM 001055102 68,928 -236 -0.34 7,601 -1.62 0.0879
2025-10-31 2025-09-30 13F AFLAC COM 001055102 69,164 -1,299 -1.84 7,726 3.96 0.0895
2025-08-06 2025-06-30 13F AFLAC COM 001055102 70,463 -237 -0.34 7,431 -5.47 0.0920
2025-05-08 2025-03-31 13F AFLAC COM 001055102 70,700 -7 -0.01 7,861 7.49 0.1063
2025-02-06 2024-12-31 13F AFLAC COM 001055102 70,707 -2,340 -3.20 7,314 -10.45 0.0883
2024-10-24 2024-09-30 13F AFLAC COM 001055102 73,047 -315 -0.43 8,167 24.65 0.1039
2024-07-29 2024-06-30 13F AFLAC COM 001055102 73,362 62 0.08 6,552 4.10 0.0965
2024-05-14 2024-03-31 13F AFLAC COM 001055102 73,300 -524 -0.71 6,294 3.33 0.0959
2024-02-14 2023-12-31 13F AFLAC COM 001055102 73,824 -1,519 -2.02 6,090 5.33 0.1008
2023-11-30 2023-09-30 13F/A-1 AFLAC COM 001055102 75,343 -985 -1.29 5,783 8.54 0.1090
2023-11-01 2023-09-30 13F AFLAC COM 001055102 75,343 -985 5,783 0.1090
2023-08-07 2023-06-30 13F AFLAC COM 001055102 76,328 52,856 225.19 5,328 251.85 0.0967
2023-05-05 2023-03-31 13F AFLAC COM 001055102 23,472 -788 -3.25 1,514 -13.24 0.0588
2023-02-07 2022-12-31 13F AFLAC COM 001055102 24,260 2,707 12.56 1,745 44.10 0.0710
2022-11-01 2022-09-30 13F AFLAC COM 001055102 21,553 5 0.02 1,211 1.59 0.0613
2022-07-27 2022-06-30 13F AFLAC COM 001055102 21,548 -55 -0.25 1,192 -14.31 0.0568
2022-05-03 2022-03-31 13F AFLAC COM 001055102 21,603 -7,391 -25.49 1,391 -17.84 0.0616
2022-02-04 2021-12-31 13F AFLAC COM 001055102 28,994 8,230 39.64 1,693 56.47 0.0646
2021-11-04 2021-09-30 13F AFLAC COM 001055102 20,764 -816 -3.78 1,082 -6.56 0.0555
2021-08-02 2021-06-30 13F AFLAC COM 001055102 21,580 866 4.18 1,158 9.25 0.0625
2021-04-29 2021-03-31 13F AFLAC COM 001055102 20,714 -58 -0.28 1,060 14.72 0.0689
2021-02-11 2020-12-31 13F AFLAC COM 001055102 20,772 0 0.00 924 22.38 0.0733
2020-11-12 2020-09-30 13F AFLAC COM 001055102 20,772 0 0.00 755 0.94 0.1120
2020-08-12 2020-06-30 13F AFLAC COM 001055102 20,772 -55 -0.26 748 4.91 0.1194
2020-05-12 2020-03-31 13F AFLAC COM 001055102 20,827 55 0.26 713 -35.12 0.1495
2020-02-05 2019-12-31 13F AFLAC COM 001055102 20,772 0 0.00 1,099 1.10 0.1718
2019-11-12 2019-09-30 13F AFLAC COM 001055102 20,772 0 0.00 1,087 -4.57 0.1806
2019-08-07 2019-06-30 13F AFLAC COM 001055102 20,772 0 0.00 1,139 9.62 0.2079
2019-05-13 2019-03-31 13F AFLAC COM 001055102 20,772 84 0.41 1,039 10.18 0.1946
2019-02-14 2018-12-31 13F AFLAC COM 001055102 20,688 0 0.00 943 -3.18 0.1858
2018-11-09 2018-09-30 13F AFLAC COM 001055102 20,688 0 0.00 974 9.44 0.1972
2018-08-09 2018-06-30 13F AFLAC COM 001055102 20,688 51 0.25 890 -1.44 0.1876
2018-05-10 2018-03-31 13F AFLAC COM 001055102 20,637 10,322 100.07 903 -0.22 0.1873
2018-02-05 2017-12-31 13F AFLAC COM 001055102 10,315 0 0.00 905 7.74 0.1951
2017-11-14 2017-09-30 13F AFLAC COM 001055102 10,315 0 0.00 840 4.87 0.1893
2017-08-10 2017-06-30 13F AFLAC COM 001055102 10,315 0 0.00 801 7.23 0.1946
2017-05-11 2017-03-31 13F AFLAC COM 001055102 10,315 10,315 747 0.1871
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.