Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Diversified Banks8.03%-0.41 ppFinancial Exchanges & Data0.90%+0.06 ppInvestment Banking & Brokerage1.66%+0.04 ppAsset Management & Custody Banks1.18%-0.04 ppInsurance Brokers0.55%+0.03 ppMulti-line Insurance0.43%-0.02 ppConsumer Finance0.93%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppLife & Health Insurance0.83%-0.01 ppProperty & Casualty Insurance1.23%+0.01 ppReinsurance0.06%+0.01 ppRegional Banks0.79%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.23%
Industry change · 12M
+0.01 pp
Property & Casualty Insurance · contribution
+0.011 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $35.5bn | 0.218% | +0.038 pp | +0.038 pp | +15.0% | Yes |
| Chubb Limited → CB | United States | $63.5bn | 0.389% | -0.024 pp | -0.024 pp | -12.0% | No |
| Hartford (The) → HIG | United States | $18.4bn | 0.113% | -0.007 pp | -0.007 pp | -11.9% | No |
| Allstate → ALL | United States | $33.6bn | 0.206% | +0.004 pp | +0.004 pp | -3.5% | Yes |
| Travelers Companies (The) → TRV | United States | $37.7bn | 0.231% | -0.003 pp | -0.003 pp | -6.9% | Yes |
| Cincinnati Financial → CINF | United States | $12.2bn | 0.075% | +0.003 pp | +0.003 pp | -2.7% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.