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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 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
0.64%
Industry change · 12M
-0.58 pp
Property & Casualty Insurance · contribution
-0.580 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $61.3bn | 0.202% | +0.007 pp | -0.211 pp | -12.9% | No |
| Travelers Companies (The) → TRV | United States | $33.3bn | 0.110% | -0.003 pp | -0.124 pp | -14.3% | No |
| Allstate → ALL | United States | $30.3bn | 0.100% | -0.012 pp | -0.102 pp | -9.3% | No |
| Hartford (The) → HIG | United States | $16.8bn | 0.056% | +0.000 pp | -0.064 pp | -18.3% | No |
| Progressive Corporation → PGR | United States | $39.2bn | 0.129% | -0.008 pp | -0.050 pp | +27.0% | No |
| Cincinnati Financial → CINF | United States | $13.2bn | 0.044% | +0.000 pp | -0.028 pp | +8.5% | Yes |
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.