Citizens, Inc. 13F holders
75 funds reported a position in Citizens, Inc. in their 13F for the quarter ended 30 June 2026, together 15.9 million shares worth $91.5 million. Against the quarter before, 8 opened a position, 31 added, 18 trimmed and 4 sold out; together they bought a net 1.2 million shares. The largest holders: BlackRock, Inc., Continental General Insurance Co. and Vanguard Capital Management LLC.
Funds holding75+2 on Q1 2026
Shares they held15.9Mworth $91.5 million
Net bought on the quarter1.2M sharesabout $6.7 million at the funds' values
Funds buying to selling39 to 22opened or added, to cut or sold
Opened 8Added 31Held 18Trimmed 18Sold out 4
What each fund did in CIA against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CIA in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 11 reported a position in Citizens, Inc.: 2 opened one, 2 added, 3 trimmed and 1 sold out, a net 2,375 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Fortitude Family Office, LLC | +2,452 | 2,452 | new | 13F |
| Farther Finance Advisors, LLC | -107 | 311 | trimmed | 13F |
| SJS Investment Consulting Inc. | +38 | 38 | new | 13F |
| Sterling Capital Management LLC | -20 | 907 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | +6 | 11 | added | 13F |
| IFP Advisors, Inc | -6 | 7 | trimmed | 13F |
| Essential Partners LLC | -17 | 0 | sold out | 13F |
| Covestor Ltd | +29 | 43 | added | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 3 reported a position in Citizens, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.1 million shares worth $6.4 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 1 trimmed or sold out; together they bought a net 58,622 shares, about $336,490 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,120,660 | $6.4 million | 0.0% | +68,437 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 162,394 | $932,142 | 0.0% | -10,100 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 560 | $3,214 | 0.0% | +285 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3,578,569 | 22.46% | $20.5 million | 0.00% | +311,270 | 13F |
| Continental General Insurance Co. | 2,647,918 | 16.62% | $15.2 million | 3.17% | +96,269 | 13F |
| Vanguard Capital Management LLC | 1,985,149 | 12.46% | $11.4 million | 0.00% | +30,026 | 13F |
| UBS Group AG | 1,188,654 | 7.46% | $6.8 million | 0.00% | +542,281 | 13F |
| First Eagle Investment Management, LLC | 1,168,100 | 7.33% | $6.7 million | 0.01% | 13F | |
| Geode Capital Management, LLC | 1,120,660 | 7.03% | $6.4 million | 0.00% | +68,437 | 13F |
| State Street Corp. | 667,706 | 4.19% | $3.8 million | 0.00% | -752 | 13F |
| Bridgeway Capital Management, LLC | 512,708 | 3.22% | $2.9 million | 0.05% | +18,290 | 13F |
| Northern Trust Corp. | 377,518 | 2.37% | $2.2 million | 0.00% | +33,039 | 13F |
| Vanguard Portfolio Management LLC | 307,505 | 1.93% | $1.8 million | 0.00% | +47,302 | 13F |
| Vanguard Fiduciary Trust Co. | 304,806 | 1.91% | $1.7 million | 0.00% | +15,991 | 13F |
| Dimensional Fund Advisors LP | 266,366 | 1.67% | $1.5 million | 0.00% | no change | 13F |
| Empowered Funds, LLC | 256,777 | 1.61% | $1.5 million | 0.01% | +18,290 | 13F |
| Renaissance Technologies LLC | 162,394 | 1.02% | $932,142 | 0.00% | -10,100 | 13F |
| Charles Schwab Investment Management Inc. | 131,253 | 0.82% | $753,392 | 0.00% | +6,837 | 13F |
| Bank of New York Mellon Corp | 124,950 | 0.78% | $717,213 | 0.00% | +11,814 | 13F |
| Price T Rowe Associates Inc. | 90,568 | 0.57% | $520,000 | 0.00% | +18,622 | 13F |
| Arrowstreet Capital, Limited Partnership | 89,099 | 0.56% | $511,428 | 0.00% | no change | 13F |
| Goldman Sachs Group Inc. | 77,429 | 0.49% | $444,442 | 0.00% | -56,547 | 13F |
| Squarepoint Ops LLC | 66,456 | 0.42% | $381,457 | 0.00% | +13,300 | 13F |
| HighTower Advisors, LLC | 62,500 | 0.39% | $358,750 | 0.00% | -13,413 | 13F |
| Nuveen, LLC | 61,184 | 0.38% | $351,196 | 0.00% | no change | 13F |
| Barclays PLC | 45,841 | 0.29% | $263,128 | 0.00% | -95,180 | 13F |
| Merit Financial Group, LLC | 42,872 | 0.27% | $246,085 | 0.00% | new | 13F |
| Deutsche Bank AG | 39,029 | 0.24% | $224,026 | 0.00% | -8,114 | 13F |
| Wells Fargo & Company | 38,502 | 0.24% | $221,001 | 0.00% | +21,413 | 13F |
| Rhumbline Advisers | 36,420 | 0.23% | $209,044 | 0.00% | +3,927 | 13F |
| Bank of America Corp. | 34,892 | 0.22% | $200,280 | 0.00% | -7,513 | 13F |
| Gsa Capital Partners LLP | 32,479 | 0.20% | $186,000 | 0.01% | +18,128 | 13F |
| Invesco Ltd. | 26,783 | 0.17% | $153,734 | 0.00% | -4,651 | 13F |
| Russell Investments Group, Ltd. | 26,355 | 0.17% | $151,277 | 0.00% | +22,495 | 13F |
| MetLife Investment Management, LLC | 25,621 | 0.16% | $147,065 | 0.00% | +6,423 | 13F |
| Metis Global Partners, LLC | 24,093 | 0.15% | $138,294 | 0.00% | no change | 13F |
| Marietta Wealth Management, LLC | 23,794 | 0.15% | $136,578 | 0.01% | no change | 13F |
| Citigroup Inc. | 21,191 | 0.13% | $121,636 | 0.00% | +15,524 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 21,172 | 0.13% | $121,527 | 0.00% | -342 | 13F |
| JPMorgan Chase & Co. | 19,121 | 0.12% | $118,168 | 0.00% | +738 | 13F |
| Morgan Stanley | 18,970 | 0.12% | $108,888 | 0.00% | -5,070 | 13F |
| Occudo Quantitative Strategies LP | 17,958 | 0.11% | $103,079 | 0.01% | new | 13F |
| Franklin Resources Inc. | 17,480 | 0.11% | $100,335 | 0.00% | no change | 13F |
| Police & Firemen's Retirement System of New Jersey | 17,076 | 0.11% | $98,016 | 0.00% | +7,645 | 13F |
| LPL Financial LLC | 16,388 | 0.10% | $94,067 | 0.00% | +361 | 13F |
| Vanguard Global Advisers, LLC | 15,618 | 0.10% | $89,647 | 0.00% | no change | 13F |
| Public Employees Retirement Association of Colorado | 15,165 | 0.10% | $87,000 | 0.00% | no change | 13F |
| American Century Companies Inc. | 13,730 | 0.09% | $78,810 | 0.00% | no change | 13F |
| AllianceBernstein L.P. | 12,800 | 0.08% | $64,384 | 0.00% | +2,000 | 13F |
| Intech Investment Management LLC | 11,063 | 0.07% | $63,502 | 0.00% | -690 | 13F |
| Voya Investment Management LLC | 11,059 | 0.07% | $63,479 | 0.00% | new | 13F |
| O'shaughnessy Asset Management, LLC | 10,521 | 0.07% | $60,391 | 0.00% | -1,702 | 13F |
| Manufacturers Life Insurance Company, the | 10,438 | 0.07% | $59,914 | 0.00% | -1,026 | 13F |
The 50 largest of the 75 funds that reported a position in CIA in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on CIA
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 71,500 | $410,410 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 11,100 | $63,714 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 3.6 million | 7.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 25 March 2026 | 13G | Continental General Insurance Co and 7 others | 2.5 million | 5.0% | 18 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 948 | $3.92 | SEC |
| 26 August 2026 | 5,910 | $3.89 | SEC |
| 24 August 2026 | 13 | $3.76 | SEC |
| 21 August 2026 | 757 | $3.80 | SEC |
| 20 August 2026 | 8,982 | $3.87 | SEC |
| 19 August 2026 | 2,224 | $3.80 | SEC |
| 17 August 2026 | 2,894 | $3.97 | SEC |
| 14 August 2026 | 301 | $3.90 | SEC |
| 13 August 2026 | 6,281 | $3.92 | SEC |
| 11 August 2026 | 10,060 | $3.84 | SEC |
| 10 August 2026 | 1,900 | $3.80 | SEC |
| 7 August 2026 | 1,139 | $4.57 | SEC |
| 6 August 2026 | 12,688 | $4.65 | SEC |
| 3 August 2026 | 193 | $4.73 | SEC |
| 31 July 2026 | 126 | $4.86 | SEC |
| 22 July 2026 | 5,209 | $5.23 | SEC |
| 21 July 2026 | 4,431 | $5.30 | SEC |
| 16 July 2026 | 286 | $5.56 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.