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 Banks3.83%-4.61 ppInvestment Banking & Brokerage0.69%-0.93 ppAsset Management & Custody Banks0.53%-0.69 ppProperty & Casualty Insurance0.66%-0.56 ppConsumer Finance0.48%-0.48 ppTransaction & Payment Processing Services1.06%-0.47 ppRegional Banks0.33%-0.46 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.66%
Industry change · 12M
-0.56 pp
Property & Casualty Insurance · contribution
-0.565 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $59.5bn | 0.213% | +0.016 pp | -0.201 pp | -15.4% | No |
| Travelers Companies (The) → TRV | United States | $31.7bn | 0.113% | +0.003 pp | -0.121 pp | -18.3% | No |
| Allstate → ALL | United States | $28.5bn | 0.102% | -0.007 pp | -0.100 pp | -14.7% | No |
| Hartford (The) → HIG | United States | $15.9bn | 0.057% | -0.000 pp | -0.063 pp | -22.6% | No |
| Progressive Corporation → PGR | United States | $35.2bn | 0.126% | -0.006 pp | -0.054 pp | +13.9% | No |
| Cincinnati Financial → CINF | United States | $12.6bn | 0.045% | +0.005 pp | -0.027 pp | +3.6% | 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.