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Monarch Capital Management’s Aflac AFL Stock Holding History

Monarch Capital Management’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
2026
Q2 		$6.34M Sell
54,068
-820
-1% -$94.4K 1.45% 23
2026
Q1 		$6.02M Sell
54,888
-2,094
-4% -$232K 1.47% 23
2025
Q4 		$6.28M Sell
56,982
-1,935
-3% -$213K 1.54% 23
2025
Q3 		$6.58M Sell
58,917
-10
-0% -$1.05K 1.61% 21
2025
Q2 		$6.21M Sell
58,927
-245
-0.4% -$25.7K 1.67% 21
2025
Q1 		$6.58M Sell
59,172
-2,485
-4% -$264K 1.83% 18
2024
Q4 		$6.38M Sell
61,657
-135
-0.2% -$14.7K 1.75% 20
2024
Q3 		$6.91M Sell
61,792
-441
-0.7% -$44.8K 1.86% 18
2024
Q2 		$5.56M Sell
62,233
-2,051
-3% -$176K 1.63% 23
2024
Q1 		$5.52M Sell
64,284
-93
-0.1% -$7.62K 1.56% 26
2023
Q4 		$5.31M Sell
64,377
-3,072
-5% -$248K 1.61% 23
2023
Q3 		$5.18M Sell
67,449
-910
-1% -$67.6K 1.66% 22
2023
Q2 		$4.77M Sell
68,359
-1,665
-2% -$111K 1.45% 27
2023
Q1 		$4.52M Sell
70,024
-732
-1% -$50.1K 1.39% 26
2022
Q4 		$5.09M Sell
70,756
-5,835
-8% -$391K 1.56% 23
2022
Q3 		$4.3M Sell
76,591
-2,400
-3% -$141K 1.4% 28
2022
Q2 		$4.37M Sell
78,991
-510
-0.6% -$30.1K 1.3% 29
2022
Q1 		$5.12M Sell
79,501
-1,750
-2% -$110K 1.35% 30
2021
Q4 		$4.74M Sell
81,251
-1,700
-2% -$95.3K 1.22% 34
2021
Q3 		$4.32M Sell
82,951
-505
-0.6% -$27.6K 1.2% 34
2021
Q2 		$4.48M Sell
83,456
-600
-0.7% -$32.7K 1.28% 32
2021
Q1 		$4.3M Sell
84,056
-5,126
-6% -$246K 1.28% 30
2020
Q4 		$3.97M Sell
89,182
-852
-0.9% -$34.9K 1.25% 30
2020
Q3 		$3.27M Buy
90,034
+558
+0.6% +$20.3K 1.14% 32
2020
Q2 		$3.22M Buy
89,476
+1,351
+2% +$48.8K 1.18% 33
2020
Q1 		$3.02M Buy
88,125
+3,665
+4% +$168K 1.23% 33
2019
Q4 		$4.47M Sell
84,460
-910
-1% -$48.3K 1.46% 29
2019
Q3 		$4.47M Sell
85,370
-100
-0.1% -$5.28K 1.56% 28
2019
Q2 		$4.68M Sell
85,470
-870
-1% -$44.9K 1.67% 25
2019
Q1 		$4.32M Buy
86,340
+295
+0.3% +$14.2K 1.57% 27
2018
Q4 		$3.92M Buy
86,045
+1,215
+1% +$54K 1.59% 27
2018
Q3 		$3.99M Sell
84,830
-1,885
-2% -$86.3K 1.44% 31
2018
Q2 		$3.73M Sell
86,715
-1,603
-2% -$72K 1.43% 31
2018
Q1 		$3.87M Sell
88,318
-1,610
-2% -$71.2K 1.49% 30
2017
Q4 		$3.95M Sell
89,928
-6,200
-6% -$265K 1.47% 27
2017
Q3 		$3.91M Sell
96,128
-2,244
-2% -$90.4K 1.46% 31
2017
Q2 		$3.82M Sell
98,372
-800
-0.8% -$30.1K 1.45% 30
2017
Q1 		$3.59M Buy
99,172
+3,800
+4% +$135K 1.31% 32
2016
Q4 		$3.32M Buy
95,372
+2,568
+3% +$90.4K 1.24% 34
2016
Q3 		$3.33M Buy
92,804
+110
+0.1% +$4K 1.26% 34
2016
Q2 		$3.34M Sell
92,694
-200
-0.2% -$6.83K 1.25% 34
2016
Q1 		$2.93M Buy
92,894
+8,934
+11% +$265K 1.06% 39
2015
Q4 		$2.52M Buy
83,960
+2,740
+3% +$85.3K 0.97% 41
2015
Q3 		$2.36M Buy
81,220
+3,600
+5% +$109K 0.96% 41
2015
Q2 		$2.41M Buy
77,620
+1,800
+2% +$57K 0.92% 42
2015
Q1 		$2.43M Buy
75,820
+11,620
+18% +$354K 0.92% 41
2014
Q4 		$1.96M Buy
64,200
+14,260
+29% +$421K 0.74% 46
2014
Q3 		$1.46M Buy
49,940
+21,620
+76% +$658K 0.58% 51
2014
Q2 		$881K Buy
28,320
+15,720
+125% +$490K 0.34% 63
2014
Q1 		$397K Buy
12,600
+4,600
+58% +$146K 0.16% 75
2013
Q4 		$267K Sell
8,000
-1,000
-11% -$32.8K 0.1% 84
2013
Q3 		$279K Buy
9,000
+400
+5% +$12K 0.12% 82
2013
Q2 		$250K Buy
+8,600
New +$233K 0.11% 86

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Monarch Capital Management's AFL Position: Q2 2026 in Review

Monarch Capital Management reduced its Aflac (AFL) stake by 1.5% in Q2 2026, selling an estimated $94.4K and leaving 54,068 shares worth $6.34M. The position accounts for 1.45% of the portfolio, ranked #23.

Monarch Capital Management first reported a position in AFL in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.91M in Q3 2024. 779 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Monarch Capital Management held 54,068 shares of Aflac worth $6.34M as of Q2 2026.
  • Monarch Capital Management sold 820 Aflac shares in Q2 2026, an estimated $94.4K.
  • Aflac made up 1.45% of Monarch Capital Management's portfolio in Q2 2026, its #23 holding.
  • Monarch Capital Management first reported a position in Aflac in Q2 2013 and has held it in 53 quarters since.
  • Monarch Capital Management's Aflac position peaked at $6.91M in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.