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 Banks4.12%-4.32 ppInvestment Banking & Brokerage0.77%-0.85 ppAsset Management & Custody Banks0.57%-0.65 ppProperty & Casualty Insurance0.65%-0.58 ppTransaction & Payment Processing Services0.99%-0.53 ppConsumer Finance0.51%-0.45 ppRegional Banks0.38%-0.41 ppLife & Health Insurance0.48%-0.36 ppFinancial Exchanges & Data0.52%-0.32 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.30%-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
-0.58 pp
Property & Casualty Insurance · contribution
-0.575 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $61.9bn | 0.197% | -0.162 pp | -0.216 pp | -13.0% | No |
| Travelers Companies (The) → TRV | United States | $34.7bn | 0.111% | -0.090 pp | -0.123 pp | -12.0% | No |
| Allstate → ALL | United States | $34.2bn | 0.109% | -0.086 pp | -0.093 pp | +1.4% | No |
| Hartford (The) → HIG | United States | $17.9bn | 0.057% | -0.054 pp | -0.063 pp | -13.6% | No |
| Progressive Corporation → PGR | United States | $41.4bn | 0.132% | -0.077 pp | -0.048 pp | +34.1% | No |
| Cincinnati Financial → CINF | United States | $12.5bn | 0.040% | -0.027 pp | -0.032 pp | +2.1% | 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.