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

Communication Services5.2%+1.94 ppMaterials2.8%+0.73 ppInformation Technology17.9%+0.59 ppUtilities3.7%+0.30 ppReal Estate3.7%+0.26 ppConsumer Discretionary7.1%+0.24 ppConsumer Staples8.9%+0.13 ppIndustrials14.4%-0.54 ppHealth Care16.3%-0.95 ppEnergy3.8%-1.22 ppFinancials16.3%-1.49 pp

2 · Industry

Inside Financials

Diversified Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Insurance Brokers

Insurance Brokers0.59%+0.069 pp
Concentrated

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

View all contributions →
Insurance Brokers · weight
0.59%
Industry change · 12M
+0.07 pp
Insurance Brokers · contribution
+0.069 pp
Company participation
33%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Aon plc →
AON
United States$44.6bn0.238%-0.004 pp+0.034 pp+33.5%No
Marsh McLennan →
MRSH
United States$50.1bn0.267%+0.000 pp+0.021 pp+20.8%No
Arthur J. Gallagher & Co. →
AJG
United States$16.8bn0.090%+0.003 pp+0.014 pp+29.5%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.