Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Aflac AFL Stock Holding History

Kovitz Investment Group Partners’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56,011
Closed -$6.26M – 488
2025
Q3 		$6.26M Sell
56,011
-8,487
-13% -$891K 0.02% 422
2025
Q2 		$6.8M Buy
64,498
+1,696
+3% +$178K 0.03% 384
2025
Q1 		$6.98M Sell
62,802
-8,613
-12% -$914K 0.04% 341
2024
Q4 		$7.39M Buy
71,415
+684
+1% +$74.6K 0.04% 326
2024
Q3 		$7.22M Buy
70,731
+49,829
+238% +$5.06M 0.05% 284
2024
Q2 		$1.87M Buy
20,902
+14,902
+248% +$1.28M 0.02% 442
2024
Q1 		$515K Buy
+6,000
New +$492K 0.01% 501

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kovitz Investment Group Partners's AFL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Aflac (AFL) in Q4 2025, closing a stake of 56,011 shares — an estimated $6.26M sold.

Kovitz Investment Group Partners first reported a position in AFL in Q1 2024 and held it in 7 quarters. The position peaked at $7.39M in Q4 2024. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 56,011 Aflac shares in Q4 2025, an estimated $6.26M.
  • Kovitz Investment Group Partners first reported a position in Aflac in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Aflac position peaked at $7.39M in Q4 2024.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.