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 Banks7.78%-0.66 ppTransaction & Payment Processing Services1.71%+0.18 ppFinancial Exchanges & Data0.98%+0.14 ppInvestment Banking & Brokerage1.57%-0.05 ppLife & Health Insurance0.90%+0.05 ppAsset Management & Custody Banks1.17%-0.05 ppMulti-line Insurance0.41%-0.04 ppProperty & Casualty Insurance1.18%-0.04 ppRegional Banks0.75%-0.04 ppInsurance Brokers0.53%+0.01 ppConsumer Finance0.95%-0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.53%
Industry change · 12M
+0.01 pp
Insurance Brokers · contribution
+0.012 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Aon plc → AON | United States | $34.2bn | 0.208% | +0.000 pp | +0.005 pp | -1.3% | No |
| Marsh McLennan → MRSH | United States | $40.8bn | 0.248% | -0.005 pp | +0.004 pp | -3.3% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $12.1bn | 0.073% | -0.002 pp | +0.003 pp | -1.8% | No |
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.