Citizens, Inc.
US ˙ NYSE ˙ US1747401008

SecurityCIA / Citizens, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership266,366 shares
Latest Disclosed Value $ 1,339,821
Dimensional Fund Advisors Lp reports 1.81% decrease in ownership of CIA / Citizens, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 266,366 shares of Citizens, Inc. (US:CIA) valued at $1,339,821 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 271,276 shares of Citizens, Inc.. This represents a change in shares of -1.81% during the quarter. The current value of the position is $1,379,776 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)
2026-05-07 2026-03-31 13F CITIZENS CL A 174740100 266,366 -4,910 -1.81 1,340 2.21 0.0001
2026-02-12 2025-12-31 13F CITIZENS CL A 174740100 271,276 610 0.23 1,310 -7.75 0.0003
2025-11-12 2025-09-30 13F CITIZENS CL A 174740100 270,666 -1,305 -0.48 1,421 49.63 0.0003
2025-08-12 2025-06-30 13F CITIZENS CL A 174740100 271,971 0 0.00 949 -23.28 0.0002
2025-05-13 2025-03-31 13F CITIZENS CL A 174740100 271,971 2,390 0.89 1,237 14.43 0.0003
2025-02-13 2024-12-31 13F CITIZENS CL A 174740100 269,581 2,590 0.97 1,081 11.90 0.0003
2024-11-07 2024-09-30 13F CITIZENS CL A 174740100 266,991 -30,075 -10.12 967 19.55 0.0002
2024-08-09 2024-06-30 13F CITIZENS CL A 174740100 297,066 -165,021 -35.71 808 -18.22 0.0002
2024-05-10 2024-03-31 13F CITIZENS CL A 174740100 462,087 -45,534 -8.97 989 -27.62 0.0003
2024-02-07 2023-12-31 13F CITIZENS CL A 174740100 507,621 -24,993 -4.69 1,366 -10.02 0.0004
2023-11-09 2023-09-30 13F CITIZENS CL A 174740100 532,614 -111,016 -17.25 1,518 -2.19 0.0005
2023-08-09 2023-06-30 13F CITIZENS CL A 174740100 643,630 -113,548 -15.00 1,551 -44.78 0.0005
2023-05-12 2023-03-31 13F CITIZENS CL A 174740100 757,178 -154,178 -16.92 2,809 280,800.00 0.0009
2023-02-09 2022-12-31 13F CITIZENS CL A 174740100 911,356 -29,804 -3.17 2 -99.97 0.0006
2022-11-10 2022-09-30 13F CITIZENS CL A 174740100 941,160 -40,757 -4.15 3,144 -23.58 0.0012
2022-08-12 2022-06-30 13F CITIZENS CL A 174740100 981,917 -41,374 -4.04 4,114 -5.19 0.0015
2022-05-13 2022-03-31 13F CITIZENS CLA 174740100 1,023,291 -24,328 -2.32 4,339 -22.00 0.0013
2022-02-09 2021-12-31 13F CITIZENS CLA 174740100 1,047,619 -29,903 -2.78 5,563 -16.87 0.0017
2021-11-12 2021-09-30 13F CITIZENS CLA 174740100 1,077,522 -64,507 -5.65 6,692 10.78 0.0022
2021-08-12 2021-06-30 13F CITIZENS CLA 174740100 1,142,029 -101,651 -8.17 6,041 -16.11 0.0019
2021-05-14 2021-03-31 13F CITIZENS CLA 174740100 1,243,680 -28,733 -2.26 7,201 -1.23 0.0024
2021-03-08 2020-12-31 13F/A-2 CITIZENS CLA 174740100 1,272,413 -15,919 -1.24 7,291 2.16 0.0026
2021-02-11 2020-12-31 13F CITIZENS CLA 174740100 1,272,413 -15,919 7,291 2,633.1217
2020-11-12 2020-09-30 13F CITIZENS CLA 174740100 1,288,332 -9,064 -0.70 7,137 -8.16 0.0030
2020-08-13 2020-06-30 13F CITIZENS CLA 174740100 1,297,396 -50,916 -3.78 7,771 -11.59 0.0034
2020-05-14 2020-03-31 13F CITIZENS CLA 174740100 1,348,312 -15,824 -1.16 8,790 -4.54 0.0046
2020-02-14 2019-12-31 13F CITIZENS CLA 174740100 1,364,136 -6,576 -0.48 9,208 -2.22 0.0034
2019-11-12 2019-09-30 13F CITIZENS CLA 174740100 1,370,712 -32,102 -2.29 9,417 -8.04 0.0037
2019-08-13 2019-06-30 13F CITIZENS CLA 174740100 1,402,814 -20,742 -1.46 10,240 7.85 0.0040
2019-08-12 2019-03-31 13F/A-2 CITIZENS CLA 174740100 1,423,556 -28,893 -1.99 9,495 -13.07 0.0038
2019-05-10 2019-03-31 13F CITIZENS CLA 174740100 1,423,556 -28,893 9,495
2019-02-26 2018-12-31 13F/A-1 CITIZENS CLA 174740100 1,452,449 -19,090 -1.30 10,922 -11.64 0.0049
2019-02-13 2018-12-31 13F CITIZENS CLA 174740100 1,452,449 -19,090 10,922
2018-11-13 2018-09-30 13F CITIZENS CLA 174740100 1,471,539 -1,300 -0.09 12,361 7.74 0.0047
2018-08-10 2018-06-30 13F CITIZENS CLA 174740100 1,472,839 0 0.00 11,473 6.42 0.0046
2018-05-11 2018-03-31 13F CITIZENS CLA 174740100 1,472,839 -3,400 -0.23 10,781 -0.65 0.0045
2018-02-12 2017-12-31 13F CITIZENS CLA 174740100 1,476,239 -4,646 -0.31 10,851 -0.32 0.0045
2017-11-13 2017-09-30 13F CITIZENS CLA 174740100 1,480,885 -8,103 -0.54 10,886 -0.94 0.0048
2017-08-11 2017-06-30 13F CITIZENS CLA 174740100 1,488,988 -4,435 -0.30 10,989 -0.96 0.0051
2017-05-12 2017-03-31 13F CITIZENS CLA 174740100 1,493,423 -7,933 -0.53 11,096 -24.74 0.0053
2017-02-09 2016-12-31 13F CITIZENS CLA 174740100 1,501,356 -2,171 -0.14 14,744 4.77 0.0074
2016-11-10 2016-09-30 13F CITIZENS CLA 174740100 1,503,527 1,998 0.13 14,073 23.32 0.0076
2016-08-09 2016-06-30 13F CITIZENS CLA 174740100 1,501,529 -347 -0.02 11,412 4.95 0.0066
2016-05-13 2016-03-31 13F CITIZENS CLA 174740100 1,501,876 -1,082 -0.07 10,874 -2.63 0.0065
2016-02-10 2015-12-31 13F CITIZENS CLA 174740100 1,502,958 0 0.00 11,168 0.14 0.0070
2015-11-13 2015-09-30 13F CITIZENS CLA 174740100 1,502,958 -841 -0.06 11,152 -0.60 0.0073
2015-08-14 2015-06-30 13F CITIZENS CLA 174740100 1,503,799 -28,413 -1.85 11,219 18.87 0.0069
2015-05-14 2015-03-31 13F CITIZENS CLA 174740100 1,532,212 -7,954 -0.52 9,438 -19.37 0.0060
2015-02-06 2014-12-31 13F CITIZENS CLA 174740100 1,540,166 54,905 3.70 11,706 22.00 0.0077
2014-11-13 2014-09-30 13F CITIZENS CLA 174740100 1,485,261 19,453 1.33 9,595 -11.54 0.0068
2014-08-08 2014-06-30 13F CITIZENS CLA 174740100 1,465,808 38 0.00 10,847 0.01 0.0075
2014-05-14 2014-03-31 13F CITIZENS CLA 174740100 1,465,770 3,088 0.21 10,846 -15.26 0.0081
2014-02-12 2013-12-31 13F CITIZENS CLA 174740100 1,462,682 14,362 0.99 12,799 2.29 0.0100
2013-11-13 2013-09-30 13F CITIZENS CLA 174740100 1,448,320 -12,979 -0.89 12,513 43.19 0.0108
2013-08-15 2013-06-30 13F CITIZENS CLA 174740100 1,461,299 1,461,299 8,739 0.0082
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.