CIANYSELife InsuranceFiscal year ends December 31
CITIZENS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$3.45+0.01 (+0.29%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
31.5%
16M of 51M shares
Institutional holders
76
9 new, 4 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $633.64K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,575,866 | 7.10% | 13G (passive) amendment | Jun 30, 2026 |
| Continental General Insurance Co | 2,538,719 | 5.00% | 13G (passive) | Mar 18, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CIA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,578,569 | 7.07% | $20.54M | +311,270 | 0.00% |
| Continental General Insurance Co | 2,647,918 | 5.23% | $15.20M | +96,269 | 3.17% |
| Vanguard Capital Management LLC | 1,985,149 | 3.92% | $11.39M | +30,026 | 0.00% |
| UBS Group AG | 1,188,654 | 2.35% | $6.82M | +542,281 | 0.00% |
| First Eagle Investment Management, LLC | 1,168,100 | 2.31% | $6.70M | +585,350 | 0.01% |
| Geode Capital Management, LLC | 1,120,660 | 2.21% | $6.43M | +68,437 | 0.00% |
| State Street Corp | 667,706 | 1.32% | $3.83M | −752 | 0.00% |
| Bridgeway Capital Management, LLC | 512,708 | 1.01% | $2.94M | +18,290 | 0.05% |
| Northern Trust Corp | 377,518 | 0.75% | $2.17M | +33,039 | 0.00% |
| Vanguard Portfolio Management LLC | 307,505 | 0.61% | $1.77M | +47,302 | 0.00% |
| Vanguard Fiduciary Trust Co | 304,806 | 0.60% | $1.75M | +15,991 | 0.00% |
| Dimensional Fund Advisors LP | 266,366 | 0.53% | $1.53M | – | 0.00% |
| Empowered Funds, LLC | 256,777 | 0.51% | $1.47M | +18,290 | 0.01% |
| Renaissance Technologies LLC | 162,394 | 0.32% | $932.14K | −10,100 | 0.00% |
| Charles Schwab Investment Management Inc | 131,253 | 0.26% | $753.39K | +6,837 | 0.00% |
| Bank of New York Mellon Corp | 124,950 | 0.25% | $717.21K | +11,814 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 90,568 | 0.18% | $520 | +18,622 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 89,099 | 0.18% | $511.43K | – | 0.00% |
| Goldman Sachs Group Inc | 77,429 | 0.15% | $444.44K | −56,547 | 0.00% |
| Squarepoint Ops LLC | 66,456 | 0.13% | $381.46K | +13,300 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 76 | 16M | 31.5% | 9 / 32 | 18 / 4 | 2M | 0M |
| Q1 2026 | 73 | 14M | 28.0% | 14 / 19 | 23 / 4 | 3M | 0M |
| Q4 2025 | 65 | 14M | 27.1% | 6 / 24 | 19 / 3 | 1M | 0M |
| Q3 2025 | 62 | 13M | 26.0% | 11 / 20 | 17 / 10 | 2M | 1M |
| Q2 2025 | 61 | 12M | 24.0% | 26 / 19 | 9 / 18 | 5M | 3M |
| Q1 2025 | 53 | 10M | 20.1% | 10 / 26 | 10 / 7 | 2M | 0M |
| Q4 2024 | 50 | 9M | 16.9% | 14 / 23 | 4 / 9 | 2M | 0M |
| Q3 2024 | 45 | 7M | 13.0% | 13 / 13 | 8 / 4 | 1M | 0M |
| Q2 2024 | 37 | 6M | 12.1% | 6 / 8 | 12 / 8 | 0M | 1M |
| Q1 2024 | 39 | 7M | 14.0% | 4 / 13 | 13 / 12 | 1M | 1M |
| Q4 2023 | 47 | 7M | 13.6% | 13 / 15 | 10 / 2 | 1M | 0M |
| Q3 2023 | 36 | 6M | 12.2% | 8 / 8 | 14 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CIA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,418,858 | 2.80% | $8.14M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,258,540 | 2.49% | $7.22M | 0.01% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 515,996 | 1.02% | $2.44M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 507,885 | 1.00% | $2.92M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 498,684 | 0.98% | $2.36M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 468,948 | 0.93% | $2.69M | 0.02% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 256,777 | 0.51% | $1.47M | 0.06% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 236,644 | 0.47% | $1.23M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 232,556 | 0.46% | $1.21M | 0.01% | May 31, 2026 |
| Omni Small-Cap Value Fund | 169,500 | 0.33% | $972.93K | 0.07% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 154,188 | 0.30% | $885.04K | 0.06% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 106,647 | 0.21% | $504.44K | 0.01% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 84,504 | 0.17% | $399.70K | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 81,619 | 0.16% | $423.60K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 80,331 | 0.16% | $461.10K | 0.31% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jon Stenberg | President & CEO, Director | 519,674 | 1.03% | Aug 12, 2026 |
| Bryon Matthew Lewis | Chief Operations Officer | 13,407 | 0.03% | Aug 18, 2026 |
| Paula L. Guerrero | Chief Information Officer | 21,000 | 0.04% | Aug 18, 2026 |
| Seth Alan Hoxworth | Chief Actuary | 11,194 | 0.02% | Aug 13, 2026 |
| Jeffery P. Conklin | CFO & Treasurer | 192,773 | 0.38% | Apr 2, 2026 |
| Sheryl L. Kinlaw | Chief Legal Officer | 101,429 | 0.20% | Apr 2, 2026 |
| Harvey J. Waite | Chief Actuary | 84,032 | 0.17% | Jan 5, 2026 |
| Robert M. Mauldin III | VP, Chief Marketing Officer | 0 | – | Apr 1, 2025 |
| Michael Philip Harwood | Director | 11,096 | 0.02% | Sep 1, 2026 |
| Sean Samuel McLaughlin | Director | 0 | – | Jun 22, 2026 |
| Peter M. Carlson | Director | 12,012 | 0.02% | Jun 22, 2026 |
| Christopher W. Claus | Director | 84,405 | 0.17% | Jun 22, 2026 |
| Mary Taylor | Director | 60,831 | 0.12% | Jun 22, 2026 |
| Cynthia H. Davis | Director | 58,352 | 0.12% | Jun 22, 2026 |
| Jerry Davis | Director | 74,985 | 0.15% | Jun 4, 2026 |
| James Keith Morgan | Director | 94,182 | 0.19% | Jun 20, 2025 |
| Terry Sam Maness | Director | 48,164 | 0.10% | Jun 20, 2025 |
| Gerald Shields | Director | 303,943 | 0.60% | Apr 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Philip Harwood Director | Aug 31, 2026 | Buy | +10,000 | $3.80 | $38.00K | 11,096 |
| Michael Philip Harwood Director | Aug 28, 2026 | Small purchase | +255.52 | $3.88 | $991 | 1,096 |
| Paula L. Guerrero Chief Information Officer | Aug 15, 2026 | Option exercise | +2,709 | – | – | 21,000 |
| Paula L. Guerrero Chief Information Officer | Aug 15, 2026 | Tax withholding | −796 | $3.97 | $3.16K | 20,204 |
| Bryon Matthew Lewis Chief Operations Officer | Aug 15, 2026 | Option exercise | +2,626 | – | – | 13,407 |
| Bryon Matthew Lewis Chief Operations Officer | Aug 15, 2026 | Tax withholding | −640 | $3.97 | $2.54K | 12,767 |
| Seth Alan Hoxworth Chief Actuary | Aug 11, 2026 | Buy | +5,376 | $3.83 | $20.59K | 11,194 |
| Jon Stenberg President & CEO, Director | Aug 11, 2026 | Buy | +12,000 | $3.65 | $43.80K | 389,574 |
| Jon Stenberg President & CEO, Director | Aug 10, 2026 | Buy | +50,000 | $3.99 | $199.50K | 377,574 |
| Paula L. Guerrero Chief Information Officer | Jul 31, 2026 | Small purchase | +209.41 | $4.75 | $995 | 18,291 |
| Seth Alan Hoxworth Chief Actuary | Jul 31, 2026 | Small purchase | +104.7 | $4.75 | $497 | 5,818 |
| Michael Philip Harwood Director | Jul 29, 2026 | Small purchase | +209.41 | $4.75 | $995 | 840 |
| Bryon Matthew Lewis Chief Operations Officer | Jul 14, 2026 | Other | −10,697 | – | – | 10,781 |
| Michael Philip Harwood Director | Jul 2, 2026 | Small purchase | +167.6 | $5.94 | $996 | 631 |
| Paula L. Guerrero Chief Information Officer | Jul 2, 2026 | Small purchase | +167.6 | $5.94 | $996 | 18,082 |
| Seth Alan Hoxworth Chief Actuary | Jul 2, 2026 | Small purchase | +83.8 | $5.94 | $498 | 5,713 |
| Christopher W. Claus Director | Jun 17, 2026 | Option exercise | +12,012 | – | – | 84,405 |
| Cynthia H. Davis Director | Jun 17, 2026 | Option exercise | +12,012 | – | – | 58,252 |
| Mary Taylor Director | Jun 17, 2026 | Option exercise | +12,012 | – | – | 60,831 |
| Peter M. Carlson Director | Jun 17, 2026 | Option exercise | +12,012 | – | – | 12,012 |
| Paula L. Guerrero Chief Information Officer | May 29, 2026 | Small purchase | +190.05 | $5.23 | $994 | 17,914 |
| Seth Alan Hoxworth Chief Actuary | May 29, 2026 | Small purchase | +95.02 | $5.23 | $497 | 5,629 |
| Michael Philip Harwood Director | May 29, 2026 | Small purchase | +190.05 | $5.23 | $994 | 463 |
| Cynthia H. Davis Director | May 29, 2026 | Small purchase | +57.01 | $5.23 | $298 | 46,240 |
| Mary Taylor Director | May 29, 2026 | Small purchase | +95.02 | $5.23 | $497 | 48,819 |
| Jerry Davis Director | May 29, 2026 | Small purchase | +380.1 | $5.23 | $1.99K | 74,985 |
| Jon Stenberg President & CEO, Director | May 21, 2026 | Buy | +10,000 | $4.82 | $48.20K | 327,574 |
| Paula L. Guerrero Chief Information Officer | May 5, 2026 | Small purchase | +181.41 | $5.48 | $994 | 17,724 |
| Seth Alan Hoxworth Chief Actuary | May 5, 2026 | Small purchase | +90.7 | $5.48 | $497 | 5,534 |
| Michael Philip Harwood Director | May 5, 2026 | Small purchase | +181.41 | $5.48 | $994 | 273 |
| Cynthia H. Davis Director | May 5, 2026 | Small purchase | +54.42 | $5.48 | $298 | 46,183 |
| Mary Taylor Director | May 5, 2026 | Small purchase | +90.7 | $5.48 | $497 | 48,724 |
| Jerry Davis Director | May 5, 2026 | Small purchase | +362.82 | $5.48 | $1.99K | 74,605 |
| Paula L. Guerrero Chief Information Officer | Apr 7, 2026 | Small purchase | +183.6 | $5.42 | $995 | 17,543 |
| Seth Alan Hoxworth Chief Actuary | Apr 7, 2026 | Small purchase | +91.8 | $5.42 | $498 | 5,443 |
| Michael Philip Harwood Director | Apr 7, 2026 | Small purchase | +91.8 | $5.42 | $498 | 92 |
| Mary Taylor Director | Apr 7, 2026 | Small purchase | +91.8 | $5.42 | $498 | 48,634 |
| Jerry Davis Director | Apr 7, 2026 | Small purchase | +367.2 | $5.42 | $1.99K | 74,242 |
| Cynthia H. Davis Director | Apr 7, 2026 | Small purchase | +55.08 | $5.42 | $299 | 46,128 |
| Sheryl L. Kinlaw Chief Legal Officer | Mar 31, 2026 | Option exercise | +8,536 | – | – | 101,429 |
| Sheryl L. Kinlaw Chief Legal Officer | Mar 31, 2026 | Tax withholding | −2,079 | $5.03 | $10.46K | 99,350 |
| Sheryl L. Kinlaw Chief Legal Officer | Mar 31, 2026 | Option exercise | +5,128 | – | – | 94,142 |
| Sheryl L. Kinlaw Chief Legal Officer | Mar 31, 2026 | Tax withholding | −1,249 | $5.03 | $6.28K | 92,893 |
| Paula L. Guerrero Chief Information Officer | Mar 31, 2026 | Option exercise | +1,923 | – | – | 18,031 |
| Paula L. Guerrero Chief Information Officer | Mar 31, 2026 | Tax withholding | −767 | $5.03 | $3.86K | 16,108 |
| Paula L. Guerrero Chief Information Officer | Mar 31, 2026 | Tax withholding | −672 | $5.03 | $3.38K | 17,359 |
| Paula L. Guerrero Chief Information Officer | Mar 31, 2026 | Option exercise | +2,197 | – | – | 16,875 |
| Bryon Matthew Lewis Chief Operations Officer | Mar 31, 2026 | Option exercise | +2,197 | – | – | 21,994 |
| Bryon Matthew Lewis Chief Operations Officer | Mar 31, 2026 | Tax withholding | −516 | $5.03 | $2.60K | 21,478 |
| Jon Stenberg President & CEO, Director | Mar 31, 2026 | Tax withholding | −3,211 | $5.03 | $16.15K | 317,574 |
| Jon Stenberg President & CEO, Director | Mar 31, 2026 | Option exercise | +13,186 | – | – | 320,785 |
| Jeffery P. Conklin CFO & Treasurer | Mar 31, 2026 | Tax withholding | −1,427 | $5.03 | $7.18K | 192,773 |
| Jeffery P. Conklin CFO & Treasurer | Mar 31, 2026 | Option exercise | +9,668 | – | – | 202,441 |
| Jeffery P. Conklin CFO & Treasurer | Mar 31, 2026 | Tax withholding | −2,355 | $5.03 | $11.85K | 200,086 |
| Jeffery P. Conklin CFO & Treasurer | Mar 31, 2026 | Option exercise | +5,860 | – | – | 194,200 |
| Jon Stenberg President & CEO, Director | Mar 30, 2026 | Buy | +50,000 | $4.70 | $235.00K | 307,599 |
| Bryon Matthew Lewis Chief Operations Officer | Mar 28, 2026 | Tax withholding | −1,379 | $4.58 | $6.32K | 19,797 |
| Bryon Matthew Lewis Chief Operations Officer | Mar 28, 2026 | Option exercise | +4,673 | – | – | 21,176 |
| Bryon Matthew Lewis Chief Operations Officer | Mar 28, 2026 | Tax withholding | −764 | $4.58 | $3.50K | 16,503 |
| Bryon Matthew Lewis Chief Operations Officer | Mar 28, 2026 | Option exercise | +2,587 | – | – | 17,267 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.