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 Banks4.36%-4.09 ppInvestment Banking & Brokerage0.82%-0.80 ppAsset Management & Custody Banks0.59%-0.62 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.00%-0.52 ppConsumer Finance0.52%-0.43 ppRegional Banks0.41%-0.38 ppLife & Health Insurance0.48%-0.37 ppFinancial Exchanges & Data0.55%-0.29 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.29%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.29%
Industry change · 12M
-0.22 pp
Insurance Brokers · contribution
-0.222 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Marsh McLennan → MRSH | United States | $42.7bn | 0.138% | -0.110 pp | -0.105 pp | +2.3% | No |
| Aon plc → AON | United States | $35.3bn | 0.114% | -0.094 pp | -0.089 pp | +3.2% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $13.2bn | 0.043% | -0.031 pp | -0.028 pp | +6.9% | 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.