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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.18%
Industry change · 12M
-0.05 pp
Property & Casualty Insurance · contribution
-0.051 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Allstate → ALL | United States | $31.3bn | 0.180% | +0.078 pp | -0.027 pp | +1.4% | Yes |
| Progressive Corporation → PGR | United States | $42.1bn | 0.242% | +0.116 pp | +0.024 pp | +22.9% | Yes |
| Travelers Companies (The) → TRV | United States | $36.1bn | 0.208% | +0.094 pp | -0.024 pp | +1.2% | Yes |
| Chubb Limited → CB | United States | $64.2bn | 0.369% | +0.156 pp | -0.021 pp | +4.7% | Yes |
| Hartford (The) → HIG | United States | $17.9bn | 0.103% | +0.046 pp | -0.010 pp | -1.2% | Yes |
| Cincinnati Financial → CINF | United States | $14.0bn | 0.080% | +0.035 pp | +0.006 pp | +19.0% | 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.