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 Banks6.59%-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 Property & Casualty Insurance
Property & Casualty Insurance · weight
1.22%
Industry change · 12M
+0.05 pp
Property & Casualty Insurance · contribution
+0.054 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $47.3bn | 0.252% | -0.003 pp | +0.048 pp | +40.5% | No |
| Cincinnati Financial → CINF | United States | $17.5bn | 0.093% | +0.006 pp | +0.022 pp | +45.6% | Yes |
| Chubb Limited → CB | United States | $69.7bn | 0.371% | -0.000 pp | -0.009 pp | +11.8% | Yes |
| Allstate → ALL | United States | $35.4bn | 0.188% | +0.005 pp | -0.007 pp | +15.2% | Yes |
| Hartford (The) → HIG | United States | $20.8bn | 0.111% | +0.006 pp | +0.001 pp | +12.1% | Yes |
| Travelers Companies (The) → TRV | United States | $38.2bn | 0.203% | -0.007 pp | -0.000 pp | +15.3% | 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.