Citizens

CIA • NYSE

Citizens is a insurance - life company in the financial services sector on NYSE, led by Jon Stenberg, with a market cap of $259.5M. As of Q3 2025, 26% of shares are held by 61 institutional investors, with BlackRock, Inc. as the largest holder at 6.33%.

Chief Executive OfficerJon Stenberg

Market Cap$259.5M

Insurance - Life

Financial Services

Employees232.0

Websitecitizensinc.com

Country

United States of America

Overview

Overview of institutional ownership in CIA as of Q3 2025 with a market cap of $263.8M

All Institutions

Institutions: 61
Value Held: $68.9M
Shares Held: 13.1M
Avg Position: $1.1M
Median Position: $116.0K

Hedge Funds

Hedge Funds: 3
Value Held: $1.7M
Shares Held: 331.2K
Avg Position: $579.6K
Median Position: $502.3K

Ownership Breakdown

Institutional (non-HF)

25.44%

$67.1M

Hedge Funds

0.659%

$1.7M

Retail & Other

73.9%

$194.9M

Based on market cap of $263.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CIA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$16.7M 0.00% of portfolio	6.33% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$12.8M 0.00% of portfolio	4.86% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
CONTINENTAL GENERAL INSURANCE CO Real Assets	Carlos Pedro Vaz CEO	$8.5M 1.65% of portfolio	3.21% 1.6M shares	Q2 2025 Held for 5 months	$514.2M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$5.4M 0.00% of portfolio	2.05% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
UBS Group AG Institution	Sergio P. Ermotti CEO	$4.6M 0.00% of portfolio	1.74% 874.2K shares	Q4 2014 Held for 10y 11m	$511.54B
F First Eagle Investment Management, LLC Long Only Manager	Mehdi Asif Mahmud CEO	$3.1M 0.01% of portfolio	1.17% 588.8K shares	Q3 2023 Held for 2y 2m	$54.9B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$3.0M 0.00% of portfolio	1.14% 573.9K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	$2.4M 0.05% of portfolio	0.90% 451.3K shares	Q2 2014 Held for 11y 5m	$4.7B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$1.8M 0.00% of portfolio	0.69% 344.4K shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$1.4M 0.00% of portfolio	0.54% 270.7K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for CIA in Q3 2025

Traded: +$5.9M
Buyers: 32
Sellers: 25
Total Bought: +$9.5M
Total Sold: −$3.6M
Avg Position: $969.8K

Biggest Buyers

Institution	Net Bought	Current Position
CONTINENTAL GENERAL INSURANCE CO Real Assets	+$6.2M +1.2M shares	$8.5M 1.6M shares
B BlackRock, Inc. Institution	+$1.3M +257.1K shares	$16.7M 3.2M shares
STATE STREET CORP Institution	+$547.8K +104.3K shares	$3.0M 573.9K shares
BARCLAYS PLC Institution	+$295.0K +56.2K shares	$1.1M 202.2K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$200.8K +38.3K shares	$200.8K 38.3K shares
GOLDMAN SACHS GROUP INC Institution	+$178.5K +34.0K shares	$358.0K 68.2K shares
Empowered Funds, LLC ETF Provider	+$119.4K +22.7K shares	$1.0M 195.3K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$119.4K +22.7K shares	$2.4M 451.3K shares
VANGUARD GROUP INC Institution	+$114.4K +21.8K shares	$12.8M 2.4M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$72.1K +13.7K shares	$72.1K 13.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS Group AG Institution	−$1.0M −191.6K shares	$4.6M 874.2K shares
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	−$471.3K −135.0K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$325.0K −93.1K shares	Sold Off 0 shares
W Winton Capital Group Ltd Institution	−$302.6K −86.7K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$195.3K −56.0K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$191.7K −36.5K shares	$502.3K 95.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$149.1K −28.4K shares	$1.0M 197.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$135.0K −38.7K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$128.8K −24.5K shares	$186.4K 35.5K shares
Marshall Wace LLP Institution	−$128.6K −36.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CIA in Q3 2025

New Positions: 4
New Value: $73.6K
Exited Positions: 10
Exited Value: $1.7M

New Positions

Institution	Position Value
A AMERICAN CENTURY COMPANIES INC Institution	$72.1K 13.7K shares
SRS Capital Advisors, Inc. RIA/Wealth	$793.0 151.0 shares
GAMMA Investing LLC Long Only Manager	$630.0 120.0 shares
E EverSource Wealth Advisors, LLC RIA/Wealth	$53.0 10.0 shares

Exited Positions

Institution	Previous Position
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	$471.3K 135.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$325.0K 93.1K shares
W Winton Capital Group Ltd Institution	$302.6K 86.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$195.3K 56.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$135.0K 38.7K shares
Marshall Wace LLP Institution	$128.6K 36.8K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$86.6K 24.8K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	$50.6K 14.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$4.1K 1.2K shares
S SBI Securities Co., Ltd. Institution	$3.0 1.0 shares

Options Activity

Institutions with the largest Call and Put options positions in CIA as of Q3 2025

Call Positions: 2
Call Value: $107.1K
Put Positions: 3
Put Value: $2.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$107.1K 204.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.2M 4.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$598.0K 1.1K contracts
J JANE STREET GROUP, LLC Institution	$69.3K 132.0 contracts

Most Committed Institutions

Institutions with CIA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CONTINENTAL GENERAL INSURANCE CO Real Assets	Carlos Pedro Vaz CEO	1.65% $8.5M	3.21% 1.6M shares	Q2 2025 Held for 5 months	$514.2M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.05% $2.4M	0.90% 451.3K shares	Q2 2014 Held for 11y 5m	$4.7B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.02% $199.1K	0.08% 37.9K shares	Q2 2025 Held for 5 months	$1.1B
Marietta Wealth Management, LLC RIA/Wealth	Charles Betts Holloway Managing Partner	0.02% $124.9K	0.05% 23.8K shares	Q2 2024 Held for 1y 5m	$817.8M
Empowered Funds, LLC ETF Provider	Wesley Robert Gray CEO	0.01% $1.0M	0.39% 195.3K shares	Q2 2023 Held for 2y 5m	$9.9B
F First Eagle Investment Management, LLC Long Only Manager	Mehdi Asif Mahmud CEO	0.01% $3.1M	1.17% 588.8K shares	Q3 2023 Held for 2y 2m	$54.9B
Activest Wealth Management RIA/Wealth	Isaac Wakszol President	0.00% $10.1K	0.00% 1.9K shares	Q2 2025 Held for 5 months	$493.7M
Comprehensive Portfolio Management, LLC RIA/Wealth	William James Artzerounian Managing Partner	0.00% $89.6K	0.03% 17.1K shares	Q4 2023 Held for 1y 11m	$5.1B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	0.00% $1.0M	0.39% 197.6K shares	Q3 2018 Held for 7y 2m	$75.8B
INTECH INVESTMENT MANAGEMENT LLC Long Only Manager	Jose Laurencio Marques CEO	0.00% $116.0K	0.04% 22.1K shares	Q2 2025 Held for 5 months	$11.1B

Hedge Fund Spotlight

Discover hedge funds investing in CIA

ARROWSTREET CAPITAL LIMITED PARTNERSHIP

Hedge Fund • Quant

Portfolio ManagerAnthony Ryan

Portfolio Value: $158.92B
Positions: 1,827
Last Reported: Q3 2025

Sector Allocation

Position in Citizens

Market Value: $502.3K
Shares Held: 95.7K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$7.2B	4.51%
2 Microsoft MSFT	Software - Infrastructure Technology	$6.5B	4.11%
3 Nvidia NVDA	Semiconductors Technology	$4.8B	3.02%