Citizens, Inc.
US ˙ NYSE ˙ US1747401008

SecurityCIA / Citizens, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership668,458 shares
Latest Disclosed Value $ 3,362,344
State Street Corp reports 8.21% increase in ownership of CIA / Citizens, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 668,458 shares of Citizens, Inc. (US:CIA) valued at $3,362,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 617,732 shares of Citizens, Inc.. This represents a change in shares of 8.21% during the quarter. The current value of the position is $3,462,612 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CITIZENS CL A 174740100 668,458 50,726 8.21 3,362 12.71 0.0001
2026-02-13 2025-12-31 13F CITIZENS CL A 174740100 617,732 43,826 7.64 2,984 -1.00 0.0001
2025-11-14 2025-09-30 13F CITIZENS CL A 174740100 573,906 104,344 22.22 3,013 83.94 0.0001
2025-08-14 2025-06-30 13F CITIZENS CL A 174740100 469,562 291,025 163.01 1,639 101.72 0.0001
2025-05-15 2025-03-31 13F CITIZENS CL A 174740100 178,537 0 0.00 812 13.57 0.0000
2025-02-14 2024-12-31 13F CITIZENS CL A 174740100 178,537 20,001 12.62 716 24.78 0.0000
2024-11-14 2024-09-30 13F CITIZENS CL A 174740100 158,536 0 0.00 574 32.95 0.0000
2024-08-14 2024-06-30 13F CITIZENS CL A 174740100 158,536 0 0.00 431 27.14 0.0000
2024-05-15 2024-03-31 13F CITIZENS CL A 174740100 158,536 -9,300 -5.54 339 -24.83 0.0000
2024-02-14 2023-12-31 13F CITIZENS CL A 174740100 167,836 0 0.00 451 -5.65 0.0000
2023-11-14 2023-09-30 13F CITIZENS CL A 174740100 167,836 -800 -0.47 478 17.73 0.0000
2023-08-14 2023-06-30 13F CITIZENS CL A 174740100 168,636 -1,669 -0.98 406 -35.66 0.0000
2023-05-15 2023-03-31 13F CITIZENS CL A 174740100 170,305 0 0.00 632 74.31 0.0000
2023-05-15 2022-12-31 13F/A-99 CITIZENS CL A 174740100 170,305 0 0.00 363 -36.38 0.0000
2023-05-15 2022-12-31 13F CITIZENS CL A 174740100 170,305 0 363 0.0000
2022-11-15 2022-09-30 13F CITIZENS CL A 174740100 170,305 0 0.00 569 -20.31 0.0000
2022-08-15 2022-06-30 13F CITIZENS CL A 174740100 170,305 -749,808 -81.49 714 -81.70 0.0000
2022-05-16 2022-03-31 13F CITIZENS CL A 174740100 920,113 -1,092 -0.12 3,901 -20.26 0.0002
2022-02-14 2021-12-31 13F CITIZENS CL A 174740100 921,205 -8,328 -0.90 4,892 -15.25 0.0002
2021-11-15 2021-09-30 13F CITIZENS CL A 174740100 929,533 2,056 0.22 5,772 17.65 0.0003
2021-08-16 2021-06-30 13F CITIZENS CL A 174740100 927,477 -35,853 -3.72 4,906 -12.05 0.0003
2021-07-09 2021-03-31 13F/A-1 CITIZENS CL A 174740100 963,330 -36,972 -3.70 5,578 -2.69 0.0003
2021-05-17 2021-03-31 13F CITIZENS CL A 174740100 963,330 -36,972 5,578 0.0003
2021-02-16 2020-12-31 13F CITIZENS CL A 174740100 1,000,302 -11,048 -1.09 5,732 2.30 0.0004
2020-11-10 2020-09-30 13F CITIZENS CL A 174740100 1,011,350 -8,197 -0.80 5,603 -8.25 0.0004
2020-08-14 2020-06-30 13F CITIZENS CL A 174740100 1,019,547 -5,803 -0.57 6,107 -8.65 0.0004
2020-06-19 2020-03-31 13F/A-1 CITIZENS CL A 174740100 1,025,350 -25,077 -2.39 6,685 -5.71 0.0006
2020-05-11 2020-03-31 13F CITIZENS CL A 174740100 1,025,350 -25,077 6,685 587.0776
2020-02-06 2019-12-31 13F CITIZENS CL A 174740100 1,050,427 66,642 6.77 7,090 4.90 0.0005
2019-11-14 2019-09-30 13F CITIZENS CL A 174740100 983,785 13,914 1.43 6,759 -4.53 0.0005
2019-08-14 2019-06-30 13F CITIZENS CL A 174740100 969,871 23,691 2.50 7,080 12.19 0.0005
2019-05-15 2019-03-31 13F CITIZENS CL A 174740100 946,180 24,714 2.68 6,311 -8.92 0.0005
2019-02-12 2018-12-31 13F CITIZENS CL A 174740100 921,466 10,515 1.15 6,929 -9.44 0.0006
2018-11-09 2018-09-30 13F CITIZENS Common equity shares 174740100 910,951 21,933 2.47 7,651 10.42 0.0006
2018-08-14 2018-06-30 13F CITIZENS Common equity shares 174740100 889,018 -8,397 -0.94 6,929 5.51 0.0006
2018-05-15 2018-03-31 13F CITIZENS Common equity shares 174740100 897,415 1,246 0.14 6,567 -0.32 0.0006
2018-02-14 2017-12-31 13F CITIZENS Common equity shares 174740100 896,169 46,896 5.52 6,588 5.51 0.0005
2017-11-14 2017-09-30 13F CITIZENS Common equity shares 174740100 849,273 -6,978 -0.81 6,244 -1.23 0.0005
2017-08-14 2017-06-30 13F CITIZENS Common equity shares 174740100 856,251 51,642 6.42 6,322 5.79 0.0006
2017-05-15 2017-03-31 13F CITIZENS Common equity shares 174740100 804,609 28,806 3.71 5,976 -21.57 0.0005
2017-02-09 2016-12-31 13F CITIZENS Common equity shares 174740100 775,803 21,355 2.83 7,620 7.95 0.0007
2017-01-13 2016-09-30 13F/A-1 CITIZENS Common equity shares 174740100 754,448 2,677 0.36 7,059 23.56 0.0007
2016-11-14 2016-09-30 13F CITIZENS Common equity shares 174740100 754,448 7,059
2016-08-12 2016-06-30 13F CITIZENS Common equity shares 174740100 751,771 -8,282 -1.09 5,713 3.83 0.0006
2016-05-20 2016-03-31 13F/A-1 CITIZENS Common equity shares 174740100 760,053 26,294 3.58 5,502 0.97 0.0006
2016-05-12 2016-03-31 13F CITIZENS Common equity shares 174740100 760,053 5,502
2016-02-16 2015-12-31 13F CITIZENS Common equity shares 174740100 733,759 29,875 4.24 5,449 4.41 0.0006
2015-11-16 2015-09-30 13F CITIZENS Common equity shares 174740100 703,884 -8,978 -1.26 5,219 -1.73 0.0006
2015-08-13 2015-06-30 13F CITIZENS Common equity shares 174740100 712,862 20,003 2.89 5,311 24.38 0.0006
2015-05-15 2015-03-31 13F CITIZENS Common equity shares 174740100 692,859 8,144 1.19 4,270 -17.93 0.0004
2015-02-11 2014-12-31 13F CITIZENS Common equity shares 174740100 684,715 8,371 1.24 5,203 19.12 0.0005
2014-11-12 2014-09-30 13F/A-1 CITIZENS Common equity shares 174740100 676,344 4,108 0.61 4,368 -12.22 0.0005
2014-11-10 2014-09-30 13F CITIZENS Common equity shares 174740100 676,344 4,368
2014-08-12 2014-06-30 13F CITIZENS Common equity shares 174740100 672,236 -8,048 -1.18 4,976 -1.21 0.0005
2014-05-15 2014-03-31 13F/A-1 CITIZENS Common equity shares 174740100 680,284 11,989 1.79 5,037 -13.84 0.0006
2014-05-13 2014-03-31 13F CITIZENS Common equity shares 174740100 680,284 5,037
2014-02-06 2013-12-31 13F/A-1 CITIZENS Common equity shares 174740100 668,295 16,386 2.51 5,846 3.80 0.0007
2014-02-06 2013-12-31 13F CITIZENS Common equity shares 174740100 645,499 7,131
2013-11-12 2013-09-30 13F CITIZENS Common equity shares 174740100 651,909 18,216 2.87 5,632 48.52 0.0007
2013-08-08 2013-06-30 13F CITIZENS Common equity shares 174740100 633,693 633,693 3,792 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.