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 Property & Casualty Insurance
Property & Casualty Insurance · weight
0.65%
Industry change · 12M
-0.57 pp
Property & Casualty Insurance · contribution
-0.567 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 |
|---|---|---|---|---|---|---|---|
| Chubb Limited → CB | United States | $62.7bn | 0.202% | -0.167 pp | -0.211 pp | -12.4% | No |
| Travelers Companies (The) → TRV | United States | $35.2bn | 0.114% | -0.097 pp | -0.120 pp | -11.2% | No |
| Allstate → ALL | United States | $34.8bn | 0.112% | -0.087 pp | -0.090 pp | +3.3% | No |
| Hartford (The) → HIG | United States | $18.1bn | 0.058% | -0.055 pp | -0.061 pp | -12.9% | No |
| Progressive Corporation → PGR | United States | $39.3bn | 0.127% | -0.092 pp | -0.053 pp | +27.5% | No |
| Cincinnati Financial → CINF | United States | $12.5bn | 0.040% | -0.029 pp | -0.032 pp | +1.2% | 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.