Crawford & Co (CRD.B) shareholders
CRD.BNYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31Also trades as CRD.A
$12.04+0.24 (+2.03%)
Close on Oct 29, 2026Market cap $575.96MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
26.0%
5M of 19M shares
Institutional holders
28
3 new, 6 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 18 sales
Net sold $15.18M
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 |
|---|---|---|---|---|
| Vanguard Capital Management | 1,005,057 | 5.29% | 13G (passive) | Mar 31, 2026 |
| The Capital Management Corporation | – | – | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CRD.B | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Truist Financial Corp | 941,853 | 4.98% | $9.82M | – | 0.01% |
| Vanguard Capital Management LLC | 910,707 | 4.82% | $9.50M | −247 | 0.00% |
| Renaissance Technologies LLC | 579,910 | 3.07% | $6.05M | −13,900 | 0.01% |
| Dimensional Fund Advisors LP | 573,449 | 3.03% | $5.98M | +2,000 | 0.00% |
| Capital Management Corp /Va | 542,176 | 2.87% | $5.65M | +26,434 | 0.85% |
| BlackRock, Inc. | 349,621 | 1.85% | $3.65M | – | 0.00% |
| Minerva Advisors LLC | 288,178 | 1.52% | $3.01M | – | 1.90% |
| Shayne & Jacobs, LLC | 176,042 | 0.93% | $1.84M | – | 0.54% |
| First Wilshire Securities Management Inc | 147,094 | 0.78% | $1.53M | +2,064 | 0.32% |
| Vanguard Fiduciary Trust Co | 92,162 | 0.49% | $961.25K | +247 | 0.00% |
| Geode Capital Management, LLC | 90,858 | 0.48% | $948.34K | – | 0.00% |
| American Century Companies Inc | 46,508 | 0.25% | $485.08K | – | 0.00% |
| State Street Corp | 45,162 | 0.24% | $471.04K | – | 0.00% |
| RBF Capital, LLC | 40,000 | 0.21% | $417.20K | – | 0.02% |
| Northern Trust Corp | 28,192 | 0.15% | $294.04K | +821 | 0.00% |
| Raymond James Financial Inc | 22,934 | 0.12% | $239.20K | +58 | 0.00% |
| Envestnet Asset Management Inc | 22,088 | 0.12% | $230.38K | −28,303 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 5,489 | 0.03% | $57.25K | −1,541 | 0.00% |
| Morgan Stanley | 5,424 | 0.03% | $56.57K | +4,268 | 0.00% |
| Vanguard Global Advisers, LLC | 2,188 | 0.01% | $22.82K | – | 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 | 28 | 5M | 26.0% | 3 / 10 | 4 / 6 | 0M | 0M |
| Q1 2026 | 31 | 5M | 26.5% | 4 / 11 | 9 / 4 | 1M | 0M |
| Q4 2025 | 32 | 5M | 26.6% | 3 / 8 | 12 / 3 | 0M | 0M |
| Q3 2025 | 32 | 5M | 26.6% | 2 / 11 | 9 / 1 | 0M | 0M |
| Q2 2025 | 31 | 5M | 26.8% | 5 / 8 | 6 / 5 | 0M | 0M |
| Q1 2025 | 31 | 5M | 26.7% | 4 / 6 | 12 / 2 | 0M | 0M |
| Q4 2024 | 29 | 5M | 26.7% | 2 / 6 | 13 / 3 | 0M | 0M |
| Q3 2024 | 31 | 5M | 27.1% | 1 / 9 | 12 / 5 | 0M | 0M |
| Q2 2024 | 36 | 5M | 27.9% | 3 / 11 | 13 / 4 | 0M | 0M |
| Q1 2024 | 37 | 5M | 28.2% | 6 / 8 | 15 / 3 | 0M | 0M |
| Q4 2023 | 34 | 5M | 28.7% | 8 / 12 | 5 / 4 | 0M | 0M |
| Q3 2023 | 30 | 5M | 27.0% | 3 / 7 | 9 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
32 funds held CRD.B in Q2 2026, 66% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CRD.B | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 734,208 | 3.88% | $7.66M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 158,403 | 0.84% | $1.65M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 147,712 | 0.78% | $1.49M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 61,198 | 0.32% | $616.26K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 54,625 | 0.29% | $550.07K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 51,124 | 0.27% | $514.82K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 47,154 | 0.25% | $474.84K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 45,996 | 0.24% | $461.34K | 0.00% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 44,723 | 0.24% | $448.57K | 0.00% | May 31, 2026 |
| U.S. Sustainability Core 1 Portfolio | 33,605 | 0.18% | $338.40K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Growth Portfolio | 30,600 | 0.16% | $308.14K | 0.02% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 25,338 | 0.13% | $255.15K | 0.00% | Jul 31, 2026 |
| U.S. Vector Equity Portfolio | 21,302 | 0.11% | $214.51K | 0.00% | Jul 31, 2026 |
| Vanguard Balanced Index Fund | 18,096 | 0.10% | $188.74K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 15,656 | 0.08% | $157.03K | 0.00% | May 31, 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 |
|---|---|---|---|---|
| William B. Swain Jr | CEO & President, Director | 369,589 | 1.95% | Sep 3, 2026 |
| Andrew John Bart | Executive Vice President | 96,994 | 0.51% | Sep 11, 2026 |
| Tami E. Stevenson | SVP-GC & Corp Secy | 15,186 | 0.08% | May 11, 2026 |
| Jemin M. Thakkar | Executive Vice President | 13,988 | 0.07% | Apr 9, 2026 |
| Holly B. Boudreau | Executive Vice President-CFO | 27,096 | 0.14% | Mar 12, 2026 |
| Michael J. Hoberman | Executive Vice President | 25,039 | 0.13% | Mar 12, 2026 |
| Bakel Patrick J. Van | Senior Vice President | 115,323 | 0.61% | Mar 12, 2026 |
| Larry Climeteen Thomas | Executive Vice President | 276,089 | 1.46% | Mar 12, 2026 |
| Rohit Verma | former CEO & President | 270,461 | 1.43% | Mar 12, 2026 |
| Nidhi Verma | Senior Vice President | 7,041 | 0.04% | Dec 17, 2025 |
| Anthony Patrick Belcastro | SVP-Controller | 1,994 | 0.01% | Dec 17, 2025 |
| Jesse C. Crawford JR | Director | 1,867,128 | 9.87% | Mar 20, 2026 |
| Rahul Patel | Director | 112,519 | 0.60% | Feb 10, 2026 |
| Joel T. Murphy | Director | 26,554 | 0.14% | Feb 10, 2026 |
| Fred Robert Donner | Director | 29,674 | 0.16% | Feb 10, 2026 |
| Cameron M. Bready | Director | 47,787 | 0.25% | Feb 10, 2026 |
| Lisa G. Hannusch | Director | 83,802 | 0.44% | Feb 10, 2026 |
| Inga K. Beale | Director | 73,791 | 0.39% | Feb 10, 2026 |
| Amy Taylor Shore | Director | 17,267 | 0.09% | Feb 10, 2026 |
| Donald R. Williams | Director | 106,728 | 0.56% | Feb 11, 2025 |
| Jesse C. Crawford | 10% owner | 9,461,493 | 50.04% | Aug 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew John Bart Executive Vice President | Sep 11, 2026 | Tax withholding | −12,418 | $12.47 | $154.85K | 96,994 |
| Andrew John Bart Executive Vice President | Sep 11, 2026 | Option exercise | +18,005 | $8.60 | $154.84K | 109,412 |
| Andrew John Bart Executive Vice President | Sep 10, 2026 | Tax withholding | −12,947 | $12.79 | $165.59K | 91,407 |
| Andrew John Bart Executive Vice President | Sep 10, 2026 | Option exercise | +17,959 | $9.22 | $165.58K | 104,354 |
| Andrew John Bart Executive Vice President | Aug 24, 2026 | Sale | −3,305 | $13.36 | $44.15K | 86,395 |
| Andrew John Bart Executive Vice President | Aug 21, 2026 | Sale | −3,932 | $13.13 | $51.63K | 89,700 |
| William B. Swain Jr CEO & President, Director | Aug 20, 2026 | Tax withholding | −54,315 | $13.29 | $721.85K | 369,589 |
| Andrew John Bart Executive Vice President | Aug 20, 2026 | Sale | −975 | $12.96 | $12.64K | 93,632 |
| William B. Swain Jr CEO & President, Director | Aug 20, 2026 | Option exercise | +35,919 | $9.22 | $331.17K | 387,894 |
| William B. Swain Jr CEO & President, Director | Aug 20, 2026 | Tax withholding | −54,452 | $13.29 | $723.67K | 369,452 |
| William B. Swain Jr CEO & President, Director | Aug 20, 2026 | Option exercise | +36,010 | $8.60 | $309.69K | 423,904 |
| Andrew John Bart Executive Vice President | Aug 19, 2026 | Sale | −3,118 | $13.02 | $40.60K | 94,607 |
| Andrew John Bart Executive Vice President | Aug 18, 2026 | Sale | −47 | $13.30 | $625 | 97,725 |
| Andrew John Bart Executive Vice President | Aug 17, 2026 | Sale | −3,505 | $13.45 | $47.14K | 97,772 |
| Andrew John Bart Executive Vice President | Aug 14, 2026 | Sale | −10,118 | $13.17 | $133.25K | 101,277 |
| Jesse C. Crawford 10% owner | Aug 10, 2026 | Sale | −1,000,000 | $12.81 | $12.81M | 4,447,188 |
| Jesse C. Crawford 10% owner | Jun 1, 2026 | Returned to company | −11,111 | – | – | 5,447,188 |
| Andrew John Bart Executive Vice President | May 22, 2026 | Sale | −1,995 | $10.37 | $20.69K | 111,395 |
| Andrew John Bart Executive Vice President | May 21, 2026 | Sale | −14,005 | $10.32 | $144.53K | 113,390 |
| Andrew John Bart Executive Vice President | May 20, 2026 | Sale | −8,000 | $10.13 | $81.04K | 127,395 |
| Andrew John Bart Executive Vice President | May 19, 2026 | Sale | −8,000 | $10.14 | $81.12K | 135,395 |
| Andrew John Bart Executive Vice President | May 18, 2026 | Sale | −8,000 | $10.11 | $80.88K | 143,395 |
| Tami E. Stevenson SVP-GC & Corp Secy | May 8, 2026 | Sale | −7,062 | $9.90 | $69.91K | 15,186 |
| Tami E. Stevenson SVP-GC & Corp Secy | May 7, 2026 | Sale | −4,000 | $9.90 | $39.60K | 32,468 |
| Tami E. Stevenson SVP-GC & Corp Secy | May 7, 2026 | Sale | −10,220 | $9.15 | $93.51K | 22,248 |
| Tami E. Stevenson SVP-GC & Corp Secy | May 7, 2026 | Sale | −5,000 | $9.75 | $48.75K | 36,468 |
| Andrew John Bart Executive Vice President | Mar 16, 2026 | Tax withholding | −11,213 | $10.76 | $120.65K | 151,395 |
| Andrew John Bart Executive Vice President | Mar 16, 2026 | Award | +31,810 | – | – | 162,608 |
| Michael J. Hoberman Executive Vice President | Mar 11, 2026 | Tax withholding | −11,095 | $11.00 | $122.05K | 25,039 |
| Michael J. Hoberman Executive Vice President | Mar 11, 2026 | Award | +22,267 | – | – | 36,134 |
| Holly B. Boudreau Executive Vice President-CFO | Mar 11, 2026 | Tax withholding | −3,651 | $10.76 | $39.28K | 27,096 |
| Holly B. Boudreau Executive Vice President-CFO | Mar 11, 2026 | Award | +7,952 | – | – | 30,747 |
| Larry Climeteen Thomas Executive Vice President | Mar 11, 2026 | Tax withholding | −12,816 | $10.76 | $137.90K | 276,089 |
| Larry Climeteen Thomas Executive Vice President | Mar 11, 2026 | Award | +31,810 | – | – | 288,905 |
| Tami E. Stevenson SVP-GC & Corp Secy | Mar 11, 2026 | Tax withholding | −8,516 | $10.76 | $91.63K | 41,468 |
| Tami E. Stevenson SVP-GC & Corp Secy | Mar 11, 2026 | Award | +19,086 | – | – | 49,984 |
| Bakel Patrick J. Van Senior Vice President | Mar 11, 2026 | Award | +22,267 | – | – | 115,323 |
| Bakel Patrick J. Van Senior Vice President | Mar 11, 2026 | Tax withholding | −11,922 | $10.76 | $128.28K | 103,401 |
| William B. Swain Jr Interim CEO & President, Director | Mar 11, 2026 | Tax withholding | −14,364 | $10.76 | $154.56K | 351,975 |
| William B. Swain Jr Interim CEO & President, Director | Mar 11, 2026 | Award | +31,810 | – | – | 366,339 |
| Michael J. Hoberman Executive Vice President | Mar 11, 2026 | Tax withholding | −11,095 | $10.76 | $119.38K | 25,039 |
| Rohit Verma former CEO & President | Mar 11, 2026 | Tax withholding | −27,587 | $10.76 | $296.84K | 270,461 |
| Rohit Verma former CEO & President | Mar 11, 2026 | Award | +60,440 | – | – | 298,048 |
| Jesse C. Crawford JR Director | Feb 9, 2026 | Award | +11,111 | – | – | 1,817,870 |
| Fred Robert Donner Director | Feb 9, 2026 | Award | +11,111 | – | – | 29,674 |
| Jesse C. Crawford JR Director | Feb 9, 2026 | Award | +11,111 | – | – | 1,519,185 |
| Inga K. Beale Director | Feb 9, 2026 | Award | +11,111 | – | – | 73,791 |
| Joel T. Murphy Director | Feb 9, 2026 | Award | +11,111 | – | – | 26,554 |
| Amy Taylor Shore Director | Feb 9, 2026 | Award | +11,111 | – | – | 17,267 |
| Cameron M. Bready Director | Feb 9, 2026 | Award | +11,111 | – | – | 47,787 |
| Jesse C. Crawford Director, 10% owner | Feb 9, 2026 | Award | +11,111 | – | – | 5,458,299 |
| Lisa G. Hannusch Director | Feb 9, 2026 | Award | +11,111 | – | – | 83,802 |
| Rahul Patel Director | Feb 9, 2026 | Award | +11,111 | – | – | 100,519 |
| Andrew John Bart Executive Vice President | Dec 16, 2025 | Tax withholding | −3,190 | $11.00 | $35.09K | 130,798 |
| Nidhi Verma Senior Vice President | Dec 16, 2025 | Tax withholding | −3,008 | $11.00 | $33.09K | 7,041 |
| Nidhi Verma Senior Vice President | Dec 16, 2025 | Award | +7,440 | – | – | 10,049 |
| Rohit Verma CEO & President, Director | Dec 16, 2025 | Tax withholding | −23,791 | $11.00 | $261.70K | 237,608 |
| Rohit Verma CEO & President, Director | Dec 16, 2025 | Award | +53,419 | – | – | 261,399 |
| Tami E. Stevenson SVP-GC & Corp Secy | Dec 16, 2025 | Award | +8,320 | – | – | 34,602 |
| Tami E. Stevenson SVP-GC & Corp Secy | Dec 16, 2025 | Tax withholding | −3,704 | $11.00 | $40.74K | 30,898 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
3.2
At 0M shares a day
Change since last report
+9.7%
From 0M shares
Short volume, 20 days
38.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Crawford's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,509 shares on Sep 18, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Andrew John Bart Officer | Aug 6, 2026 | 25,000 | $322.50K | Aug 6, 2026 | Stock Bonus |
| Andrew John Bart Officer | May 14, 2026 | 40,000 | $400.40K | May 14, 2026 | Stock Bonus |
| Tami E. Stevenson Officer | May 7, 2026 | 26,282 | $255.72K | May 7, 2026 | Stock Bonus |
| William B. Swain Jr Officer | Mar 17, 2025 | 5,000 | $55.00K | Mar 17, 2025 | Stock Award |