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 Banks7.68%-0.76 ppTransaction & Payment Processing Services1.74%+0.22 ppFinancial Exchanges & Data1.01%+0.17 ppInvestment Banking & Brokerage1.49%-0.13 ppProperty & Casualty Insurance1.14%-0.08 ppAsset Management & Custody Banks1.14%-0.07 ppRegional Banks0.73%-0.05 ppMulti-line Insurance0.42%-0.04 ppConsumer Finance0.94%-0.02 ppInsurance Brokers0.53%+0.01 ppLife & Health Insurance0.86%+0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.14%
Industry change · 12M
-0.08 pp
Property & Casualty Insurance · contribution
-0.080 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Chubb Limited → CB | United States | $59.2bn | 0.359% | -0.030 pp | -0.054 pp | -17.8% | No |
| Travelers Companies (The) → TRV | United States | $33.1bn | 0.201% | -0.031 pp | -0.033 pp | -17.5% | No |
| Progressive Corporation → PGR | United States | $34.4bn | 0.209% | -0.009 pp | +0.030 pp | +11.7% | Yes |
| Hartford (The) → HIG | United States | $18.3bn | 0.111% | -0.002 pp | -0.008 pp | -12.2% | No |
| Allstate → ALL | United States | $32.1bn | 0.195% | -0.012 pp | -0.008 pp | -6.7% | No |
| Cincinnati Financial → CINF | United States | $11.0bn | 0.067% | -0.008 pp | -0.005 pp | -11.8% | 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.