Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionWelch Group, LLC
Latest Disclosed Ownership45,336 shares
Latest Disclosed Value $ 4,973,788
Welch Group, LLC reports 15.47% decrease in ownership of AFL / Aflac Incorporated

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 45,336 shares of Aflac Incorporated (MX:AFL) valued at $4,973,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 53,635 shares of Aflac Incorporated. This represents a change in shares of -15.47% 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)
2026-04-21 2026-03-31 13F AFLAC COMMON 001055102 45,336 -8,299 -15.47 4,974 -15.91 0.1868
2026-01-26 2025-12-31 13F AFLAC COMMON STOCK 001055102 53,635 -11,799 -18.03 5,914 -19.09 0.2280
2025-10-14 2025-09-30 13F AFLAC COMMON 001055102 65,434 -12,973 -16.55 7,309 -11.60 0.2853
2025-07-25 2025-06-30 13F AFLAC COMMON 001055102 78,407 -1,393 -1.75 8,269 -5.63 0.3455
2025-04-08 2025-03-31 13F AFLAC COMMON 001055102 79,800 -2,396 -2.91 8,762 3.52 0.3854
2025-01-27 2024-12-31 13F AFLAC COMMON 001055102 82,196 -2,022 -2.40 8,464 -10.11 0.3812
2024-10-24 2024-09-30 13F AFLAC COMMON 001055102 84,218 367 0.44 9,416 25.73 0.4093
2024-07-17 2024-06-30 13F AFLAC COMMON 001055102 83,851 50,000 147.71 7,489 157.67 0.3598
2024-04-09 2024-03-31 13F AFLAC COMMON 001055102 33,851 -15 -0.04 2,906 4.05 0.1441
2024-01-23 2023-12-31 13F AFLAC Common 001055102 33,866 18 0.05 2,794 7.55 0.1505
2023-10-18 2023-09-30 13F AFLAC Common 001055102 33,848 0 0.00 2,598 9.95 0.1539
2023-07-18 2023-06-30 13F AFLAC Common 001055102 33,848 0 0.00 2,363 8.20 0.1354
2023-04-13 2023-03-31 13F AFLAC Common 001055102 33,848 4 0.01 2,184 -10.31 0.1270
2023-01-30 2022-12-31 13F AFLAC Common 001055102 33,844 3 0.01 2,435 27.97 0.1393
2022-10-13 2022-09-30 13F AFLAC COMMON 001055102 33,841 -996 -2.86 1,902 -1.35 0.1238
2022-07-21 2022-06-30 13F AFLAC COMMON 001055102 34,837 -246 -0.70 1,928 -14.65 0.1177
2022-04-29 2022-03-31 13F AFLAC COMMON 001055102 35,083 -746 -2.08 2,259 7.98 0.1290
2022-01-26 2021-12-31 13F AFLAC COMMON 001055102 35,829 35,829 2,092 0.1224
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.