CIA — CITIZENS INC
As of Q2 2026, 24 SEC-registered investment managers reported holding CIA (CITIZENS INC) in their latest 13F filings, with a combined reported value of $44.49M across 7.84M shares. That is +15.3% by share count (+1.04M shares) versus the previous quarter, while reported value moved +31.5%. Ownership is concentrated: the five largest holders account for 88.4% of reported value and the top ten for 96.0%.
Compared with the prior quarter, 2 opened new positions, 10 added to existing stakes, 7 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CIA is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 3.58M | $20.54M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 2.50M | $12.08M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 1.19M | $6.82M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 1.12M | $6.43M | 0.00% | Add |
| First Eagle Investment Management history | Q2 2026 | 584.05K | $3.35M | 0.01% | Hold |
| Northern Trust Corp history | Q2 2026 | 377.52K | $2.17M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 162.39K | $932.14K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 131.25K | $753.39K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 124.95K | $717.21K | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 89.10K | $511.43K | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 82.60K | $474.12K | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 77.43K | $444.44K | 0.00% | Reduce |
| Millennium Management history | Q2 2025 | 93.12K | $325.00K | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2025 | 52.02K | $236.69K | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 39.03K | $224.03K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 38.50K | $221.00K | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 34.89K | $200.28K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 26.78K | $153.73K | 0.00% | Reduce |
| Marshall Wace history | Q2 2025 | 36.84K | $128.55K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 21.19K | $121.64K | 0.00% | Add |
New Positions (Q2 2026)
- Citadel Advisors 82.60K sh · $474.12K
- JPMorgan Chase & Co 19.12K sh · $118.17K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 889.07K | 938.97K | 943.88K | 2.93M | 3.18M | 3.30M | 3.27M | 3.58M |
| UBS Group AG | 11.56K | 111.04K | 210.75K | 256.90K | 250.67K | 252.10K | 270.56K | 221.56K | 232.95K | 221.17K | 263.60K | 286.09K | 342.81K | 527.73K | 800.96K | 1.07M | 874.22K | 768.19K | 646.37K | 1.19M |
| Geode Capital Management | 783.41K | 792.34K | 800.82K | 417.21K | 419.29K | 423.70K | 423.70K | 423.70K | 416.78K | 435.37K | 438.46K | 448.65K | 458.89K | 454.96K | 473.39K | 1.03M | 1.03M | 1.03M | 1.05M | 1.12M |
| First Eagle Investment Management | — | — | — | — | — | — | — | — | 87.21K | 195.44K | 330.51K | 418.92K | 486.07K | 554.89K | 557.39K | 598.75K | 588.75K | 587.75K | 582.75K | 584.05K |
| Northern Trust Corp | 458.76K | 447.10K | 431.36K | 100.12K | 100.66K | 100.45K | 96.31K | 95.98K | 95.59K | 95.16K | 94.60K | 101.10K | 100.63K | 106.33K | 112.22K | 355.28K | 344.42K | 318.43K | 344.48K | 377.52K |
| Renaissance Technologies | 228.49K | 222.69K | 227.99K | 301.29K | 275.59K | 254.79K | 253.69K | 253.49K | 247.49K | 239.39K | 231.79K | 226.79K | 224.59K | 215.29K | 208.89K | 225.99K | 197.59K | 175.59K | 172.49K | 162.39K |
| Charles Schwab Investment Management | 128.71K | 133.70K | 137.82K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 24.61K | 137.87K | 137.87K | 137.87K | 124.42K | 131.25K |
| BNY Mellon | 186.10K | 201.03K | 210.74K | 52.04K | 48.48K | 22.80K | 22.80K | 22.79K | 20.82K | 20.82K | — | — | — | — | — | 102.64K | 113.70K | 115.68K | 113.14K | 124.95K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | 88.96K | 139.38K | 132.18K | 95.67K | 89.10K | 89.10K | 89.10K |
| Citadel Advisors | — | — | — | 37.47K | 11.87K | 14.83K | — | 16.20K | 17.04K | 27.31K | 46.41K | 24.87K | 87.86K | 28.40K | 13.90K | 151.39K | 113.90K | — | — | 82.60K |
| Goldman Sachs Group | 57.08K | 72.18K | 114.33K | 24.94K | — | — | — | — | — | 32.72K | — | — | — | 82.31K | 199.81K | 34.20K | 68.19K | 99.59K | 133.98K | 77.43K |
| Deutsche Bank AG | 28.71K | 30.32K | 27.10K | — | — | — | — | — | — | — | — | — | — | — | — | — | 38.25K | 40.97K | 47.14K | 39.03K |
| Wells Fargo & Co | 1 | 27.68K | 10.31K | 309 | 304 | 310 | 315 | 327 | 329 | 347 | 353 | — | — | — | — | 29.02K | 34.67K | 50.70K | 17.09K | 38.50K |
| Bank of America Corp | 49.60K | 55.77K | 21.83K | 4 | 4 | 53 | 4.69K | — | — | 45.23K | — | 373 | 1.07K | 78.03K | 384 | 14.54K | 19.12K | 36.66K | 42.41K | 34.89K |
| Invesco Ltd | 16.98K | 15.66K | 16.16K | — | — | — | — | — | — | — | — | — | — | — | — | 28.78K | 30.58K | 39.30K | 31.43K | 26.78K |
| Citigroup Inc | 6.42K | 12.20K | 2.27K | 1.18K | 512 | — | — | — | 33.65K | 57.62K | 32.47K | — | 28.77K | 56.35K | 20.40K | 15.17K | 528 | 1.02K | 5.67K | 21.19K |
| JPMorgan Chase & Co | 65.30K | 102.68K | 53.35K | — | 59 | 371 | 945 | — | 119 | 41.91K | 7.76K | 546 | 206 | 4.71K | 11.36K | 700 | 42.75K | 34.55K | — | 19.12K |
| Morgan Stanley | 32.48K | 36.00K | 28.66K | 248.40K | 114.67K | 6.03K | 12.49K | 263 | 263 | 58.54K | 34.14K | 717 | 453 | 10.02K | 21.11K | 60.03K | 35.50K | 58.36K | 24.04K | 18.97K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.48K | 17.48K |
| Manulife Financial | 35.53K | 33.37K | 26.73K | — | — | — | — | — | — | — | — | — | — | — | — | 18.19K | 16.20K | 13.53K | 11.46K | 10.44K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details