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Joel Greenblatt’s AFL Holdings & Trades

First Buy
Q2 2013
Duration Held
47 Quarters
Largest Add
Q1 2020
+102,885 Shares
Current Position
405,813 Shares
$44.75 M Value

Joel Greenblatt's AFL Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 405,813 shares of Aflac Incorporated (AFL) worth $44.75 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AFL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 102,885 shares. Largest reduction occurred in Q4 2019, reducing 52,211 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Aflac Incorporated (AFL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Aflac Incorporated (AFL) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +92,112 Add 29.36% 405,813 $110.27
Q3 2025 +55,762 Add 21.62% 313,701 $111.70
Q2 2025 +53,269 Add 26.03% 257,939 $105.46
Q1 2025 +35,242 Add 20.80% 204,670 $111.19
Q4 2024 +14,218 Add 9.16% 169,428 $103.44
Q3 2024 +22,242 Add 16.73% 155,210 $111.80
Q2 2024 +30,425 Add 29.67% 132,968 $89.31
Q1 2024 +12,075 Add 13.35% 102,543 $85.86
Q4 2023 +3,696 Add 4.26% 90,468 $82.50
Q3 2023 -3,081 Reduce 3.43% 86,772 $76.75
Q2 2023 +18,700 Add 26.28% 89,853 $69.80
Q1 2023 +24,304 Add 51.88% 71,153 $64.52
Q4 2022 +1,671 Add 3.70% 46,849 $71.94
Q3 2022 -8,451 Reduce 15.76% 45,178 $56.20
Q2 2022 +10,242 Add 23.61% 53,629 $55.32
Q1 2022 -9,292 Reduce 17.64% 43,387 $64.40
Q4 2021 -478 Reduce 0.90% 52,679 $58.39
Q3 2021 +19,253 Add 56.79% 53,157 $52.13
Q2 2021 +18,536 Add 120.61% 33,904 $53.65
Q1 2021 -15,202 Reduce 49.73% 15,368 $51.21
Q4 2020 -44,834 Reduce 59.46% 30,570 $44.46
Q3 2020 -23,150 Reduce 23.49% 75,404 $36.35
Q2 2020 -42,746 Reduce 30.25% 98,554 $36.03
Q1 2020 +102,885 Add 267.83% 141,300 $34.24
Q4 2019 -52,211 Reduce 57.61% 38,415 $52.90
Q3 2019 +54,613 Add 151.65% 90,626 $52.32
Q2 2019 +602 Add 1.70% 36,013 $54.81
Q1 2019 -4,785 Reduce 11.90% 35,411 $50.01
Q4 2018 +8,761 Add 27.87% 40,196 $45.55
Q3 2018 +5,257 Add 20.08% 31,435 $47.08
Q2 2018 +4,495 Add 20.73% 26,178 $43.01
Q1 2018 +21,683 New Buy 21,683 $43.77
Q2 2017 -40,404 Sold Out 0 $0.00
Q1 2017 +27,718 Add 218.49% 40,404 $36.21
Q4 2016 +12,686 New Buy 12,686 $34.76
Q1 2016 -28,916 Sold Out 0 $0.00
Q4 2015 +4,434 Add 18.11% 28,916 $29.95
Q3 2015 -7,616 Reduce 23.73% 24,482 $29.08
Q2 2015 +20,128 Add 168.15% 32,098 $31.09
Q1 2015 +1,920 Add 19.10% 11,970 $32.00
Q4 2014 +1,330 Add 15.25% 10,050 $30.55
Q3 2014 +8,720 New Buy 8,720 $29.13
Q2 2014 -12,248 Sold Out 0 $0.00
Q1 2014 +66 Add 0.54% 12,248 $31.52
Q4 2013 -30 Reduce 0.25% 12,182 $33.41
Q3 2013 +52 Add 0.43% 12,212 $31.04
Q2 2013 +12,160 Add 0.00% 12,160 $29.03

Joel Greenblatt's Aflac Incorporated Investment FAQs

Joel Greenblatt first purchased Aflac Incorporated (AFL) in Q2 2013, acquiring 12,160 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Aflac Incorporated (AFL) for 47 quarters since Q2 2013.

Joel Greenblatt's largest addition to Aflac Incorporated (AFL) was in Q1 2020, adding 141,300 shares worth $4.84 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 405,813 shares of Aflac Incorporated (AFL), valued at approximately $44.75 M.

As of the Q4 2025 filing, Aflac Incorporated (AFL) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Aflac Incorporated (AFL) was 405,813 shares, as reported at the end of Q4 2025.