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 Banks6.17%+1.82 ppTransaction & Payment Processing Services2.37%+1.37 ppProperty & Casualty Insurance1.23%+0.58 ppFinancial Exchanges & Data1.13%+0.57 ppConsumer Finance0.88%+0.36 ppInsurance Brokers0.62%+0.32 ppInvestment Banking & Brokerage1.08%+0.27 ppLife & Health Insurance0.74%+0.26 ppAsset Management & Custody Banks0.77%+0.18 ppMulti-line Insurance0.37%+0.14 ppRegional Banks0.54%+0.13 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.23%
Industry change · 12M
+0.58 pp
Property & Casualty Insurance · contribution
+0.580 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $71.2bn | 0.387% | -0.002 pp | +0.185 pp | +18.1% | Yes |
| Progressive Corporation → PGR | United States | $44.3bn | 0.241% | -0.029 pp | +0.114 pp | +16.9% | No |
| Travelers Companies (The) → TRV | United States | $38.3bn | 0.208% | -0.014 pp | +0.094 pp | +14.3% | No |
| Allstate → ALL | United States | $33.7bn | 0.183% | -0.002 pp | +0.071 pp | +3.9% | No |
| Cincinnati Financial → CINF | United States | $18.4bn | 0.100% | +0.007 pp | +0.060 pp | +50.5% | Yes |
| Hartford (The) → HIG | United States | $21.1bn | 0.115% | +0.004 pp | +0.056 pp | +18.5% | 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.