Citizens, Inc.
CIA- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0000024090
In the last 90 days, Citizens, Inc. insiders filed 4 open-market purchases and 0 sales; 75 institutions reported holding it in 13F filings for Q2 2026, worth $88.1M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Citizens, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 73
- +10 vs. Q4 2025
- Shares held
- 14.2M
- +2.98M (+26.6%) vs. Q4 2025
- Total value
- $71.3M
- +$17.2M (+31.8%) vs. Q4 2025
- New holders
- 14
- 19 more added
- Sold out
- 4
- 23 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 75 | $88.1M |
| Q1 2026 | 73 | $71.3M |
| Q4 2025 | 65 | $66.2M |
| Q3 2025 | 62 | $68.9M |
| Q2 2025 | 61 | $42.5M |
| Q1 2025 | 53 | $46.3M |
| Q4 2024 | 50 | $34.2M |
| Q3 2024 | 45 | $24.0M |
| Q2 2024 | 37 | $16.6M |
| Q1 2024 | 39 | $14.7M |
| Q4 2023 | 47 | $18.2M |
| Q3 2023 | 36 | $17.6M |
| Q2 2023 | 33 | $15.3M |
| Q1 2023 | 38 | $24.9M |
| Q4 2022 | 40 | $14.6M |
| Q3 2022 | 44 | $28.0M |
| Q2 2022 | 59 | $37.5M |
| Q1 2022 | 56 | $48.9M |
| Q4 2021 | 56 | $61.5M |
| Q3 2021 | 56 | $70.0M |
| Q2 2021 | 56 | $61.7M |
| Q1 2021 | 67 | $72.7M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Citizens, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $5 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $5 | 0.00% | +1 | New |
| Allworth Financial LP | 1 | $6 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $10 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $15 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3 | $15 | 0.00% | +3 | New |
| Essential Partners LLC | 7 | $35 | 0.00% | +3+75.0% | Added |
| GAMMA Investing LLC | 65 | $327 | 0.00% | +65 | New |
| The PNC Financial Services Group, Inc. | 104 | $523 | 0.00% | +98+1,633.3% | Added |
| Financial Management Professionals, Inc. | 143 | $719 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 260 | $1.31K | 0.00% | −274−51.3% | Reduced |
| FMR LLC | 275 | $1.38K | 0.00% | +63+29.7% | Added |
| Advisor Group Holdings, Inc. | 294 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 312 | $1.58K | 0.00% | +1+0.3% | Added |
| Rockefeller Capital Management L.P. | 793 | $3.99K | 0.00% | +634+398.7% | Added |
| Royal Bank of Canada | 791 | $4.00K | 0.00% | −294−27.1% | Reduced |
| MAI Capital Management | 1,160 | $5.83K | 0.00% | +1,160 | New |
| Sterling Capital Management LLC | 1,497 | $7.53K | 0.00% | −1,109−42.6% | Reduced |
| Activest Wealth Management | 1,932 | $9.72K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,447 | $12.3K | 0.00% | −336−12.1% | Reduced |
| Russell Investments Group, Ltd. | 3,860 | $19.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,094 | $20.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,617 | $23.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,667 | $28.5K | 0.00% | +4,644+454.0% | Added |
| Tower Research Capital LLC (TRC) | 8,459 | $42.5K | 0.00% | +2,440+40.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,431 | $47.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,738 | $49.0K | 0.00% | −631−6.1% | Reduced |
| New York State Common Retirement Fund | 9,900 | $49.8K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,800 | $52.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,464 | $57.7K | 0.00% | −2,067−15.3% | Reduced |
| Intech Investment Management LLC | 11,753 | $59.1K | 0.00% | −8,801−42.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,223 | $61.5K | 0.00% | −2,168−15.1% | Reduced |
| American Century Companies Inc | 13,730 | $69.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,351 | $72.0K | 0.00% | −46,705−76.5% | Reduced |
| Public Employees Retirement Association of Colorado | 15,165 | $76.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 15,618 | $78.6K | 0.00% | +15,618 | New |
| Susquehanna International Group, LLP | 15,916 | $80.1K | 0.00% | +15,916 | New |
| LPL Financial LLC | 16,027 | $80.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,089 | $86.0K | 0.00% | −33,614−66.3% | Reduced |
| Franklin Resources Inc | 17,480 | $87.9K | 0.00% | +17,480 | New |
| JPMorgan Chase & Co | 18,383 | $88.6K | 0.00% | −16,168−46.8% | Reduced |
| MetLife Investment Management | 19,198 | $96.6K | 0.00% | +1,400+7.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,514 | $108.2K | 0.00% | +510+2.4% | Added |
| Marietta Wealth Management, LLC | 23,794 | $119.7K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 24,040 | $120.9K | 0.00% | −34,320−58.8% | Reduced |
| Metis Global Partners, LLC | 24,093 | $121.2K | 0.00% | −17,830−42.5% | Reduced |
| Invesco Ltd. | 31,434 | $158.1K | 0.00% | −7,867−20.0% | Reduced |
| Rhumbline Advisers | 32,493 | $163.4K | 0.00% | −1,651−4.8% | Reduced |
| Bank of America Corp | 42,405 | $213.3K | 0.00% | +5,746+15.7% | Added |
| Deutsche Bank AG | 47,143 | $237.1K | 0.00% | +6,175+15.1% | Added |
| Squarepoint Ops LLC | 53,156 | $267.4K | 0.00% | +53,156 | New |
| Nuveen, LLC | 61,184 | $307.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 71,946 | $362.0K | 0.00% | +1,593+2.3% | Added |
| HighTower Advisors, LLC | 75,913 | $381.8K | 0.00% | +23,913+46.0% | Added |
| Arrowstreet Capital, Limited Partnership | 89,099 | $448.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 113,136 | $569.1K | 0.00% | −2,545−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 124,416 | $625.8K | 0.00% | −13,458−9.8% | Reduced |
| Goldman Sachs Group Inc | 133,976 | $673.9K | 0.00% | +34,384+34.5% | Added |
| Barclays PLC | 141,021 | $709.3K | 0.00% | −74,887−34.7% | Reduced |
| Renaissance Technologies LLC | 172,494 | $867.6K | 0.00% | −3,100−1.8% | Reduced |
| Empowered Funds, LLC | 238,487 | $1.20M | 0.01% | +238,487 | New |
| Vanguard Portfolio Management LLC | 260,203 | $1.31M | 0.00% | +260,203 | New |
| Dimensional Fund Advisors LP | 266,366 | $1.34M | 0.00% | −4,910−1.8% | Reduced |
| Vanguard Fiduciary Trust Co | 288,815 | $1.45M | 0.00% | +288,815 | New |
| Northern Trust Corp | 344,479 | $1.73M | 0.00% | +26,051+8.2% | Added |
| Bridgeway Capital Management, LLC | 494,418 | $2.49M | 0.05% | +21,186+4.5% | Added |
| First Eagle Investment Management, LLC | 582,750 | $2.93M | 0.00% | −5,000−0.9% | Reduced |
| UBS Group AG | 646,373 | $3.25M | 0.00% | −121,814−15.9% | Reduced |
| State Street Corp | 668,458 | $3.36M | 0.00% | +50,726+8.2% | Added |
| Geode Capital Management, LLC | 1,052,223 | $5.29M | 0.00% | +21,590+2.1% | Added |
| Vanguard Capital Management LLC | 1,955,123 | $9.83M | 0.00% | +1,955,123 | New |
| Continental General Insurance Co | 2,551,649 | $12.8M | 1.85% | +374,955+17.2% | Added |
| BlackRock, Inc. | 3,267,299 | $16.4M | 0.00% | −33,109−1.0% | Reduced |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,159−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| Cresta Advisors, Ltd. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |