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 Banks4.16%-4.28 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.56%-0.66 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.03%-0.49 ppConsumer Finance0.52%-0.43 ppRegional Banks0.37%-0.42 ppLife & Health Insurance0.47%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.33%-0.19 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
-0.574 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $61.6bn | 0.205% | +0.003 pp | -0.209 pp | -13.0% | No |
| Travelers Companies (The) → TRV | United States | $34.5bn | 0.115% | +0.001 pp | -0.119 pp | -11.5% | No |
| Allstate → ALL | United States | $30.7bn | 0.102% | -0.010 pp | -0.100 pp | -7.9% | No |
| Hartford (The) → HIG | United States | $15.9bn | 0.053% | -0.006 pp | -0.067 pp | -23.1% | No |
| Progressive Corporation → PGR | United States | $38.7bn | 0.128% | +0.001 pp | -0.051 pp | +25.1% | No |
| Cincinnati Financial → CINF | United States | $13.3bn | 0.044% | +0.004 pp | -0.028 pp | +8.6% | 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.