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
Universe›Financials›Insurance Brokers›Insurance Brokers

1 · Sector

Weight and 12M allocation change

Information Technology18.5%+1.48 ppMaterials2.6%+0.47 ppConsumer Staples9.0%+0.44 ppUtilities3.8%+0.36 ppReal Estate3.7%+0.31 ppCommunication Services3.5%+0.30 ppConsumer Discretionary7.3%+0.14 ppHealth Care16.9%+0.03 ppEnergy4.1%-0.93 ppIndustrials13.9%-1.13 ppFinancials16.8%-1.46 pp

2 · Industry

Inside Financials

Diversified Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Insurance Brokers

Insurance Brokers0.59%+0.047 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Insurance Brokers · weight
0.59%
Industry change · 12M
+0.05 pp
Insurance Brokers · contribution
+0.047 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Aon plc →
AON
United States$43.3bn0.241%+0.117 pp+0.026 pp+28.1%Yes
Marsh McLennan →
MRSH
United States$47.8bn0.266%+0.120 pp+0.012 pp+17.9%Yes
Arthur J. Gallagher & Co. →
AJG
United States$15.5bn0.086%+0.041 pp+0.008 pp+22.2%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.