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 Technology17.9%+8.09 ppFinancials16.2%+6.66 ppHealth Care16.5%+6.53 ppIndustrials13.4%+5.79 ppConsumer Staples9.0%+3.80 ppCommunication Services5.3%+3.36 ppMaterials3.2%+2.13 ppReal Estate3.8%+1.85 ppUtilities3.9%+1.83 ppEnergy3.5%+1.02 ppConsumer Discretionary7.1%-41.06 pp

2 · Industry

Inside Financials

Diversified Banks6.60%+2.43 ppTransaction & Payment Processing Services2.34%+1.36 ppFinancial Exchanges & Data1.07%+0.54 ppProperty & Casualty Insurance1.13%+0.48 ppConsumer Finance0.85%+0.33 ppInvestment Banking & Brokerage1.11%+0.32 ppLife & Health Insurance0.76%+0.29 ppInsurance Brokers0.60%+0.28 ppAsset Management & Custody Banks0.82%+0.28 ppRegional Banks0.55%+0.17 ppMulti-line Insurance0.36%+0.16 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Insurance Brokers

Insurance Brokers0.60%+0.279 pp
Concentrated

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

View all contributions →
Insurance Brokers · weight
0.60%
Industry change · 12M
+0.28 pp
Insurance Brokers · contribution
+0.279 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Marsh McLennan →
MRSH
United States$52.3bn0.273%+0.006 pp+0.128 pp+24.6%No
Aon plc →
AON
United States$45.2bn0.236%-0.002 pp+0.108 pp+24.9%No
Arthur J. Gallagher & Co. →
AJG
United States$17.0bn0.089%-0.001 pp+0.043 pp+25.8%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.