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 Banks6.68%+2.85 ppTransaction & Payment Processing Services2.49%+1.43 ppFinancial Exchanges & Data1.05%+0.51 ppProperty & Casualty Insurance1.13%+0.47 ppInvestment Banking & Brokerage1.15%+0.45 ppConsumer Finance0.85%+0.37 ppAsset Management & Custody Banks0.83%+0.30 ppInsurance Brokers0.60%+0.29 ppLife & Health Insurance0.74%+0.27 ppRegional Banks0.56%+0.23 ppMulti-line Insurance0.33%+0.14 ppReinsurance0.06%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.13%
Industry change · 12M
+0.47 pp
Property & Casualty Insurance · contribution
+0.469 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $70.5bn | 0.346% | -0.045 pp | +0.133 pp | +22.9% | No |
| Progressive Corporation → PGR | United States | $42.3bn | 0.208% | -0.032 pp | +0.082 pp | +25.1% | No |
| Allstate → ALL | United States | $36.4bn | 0.179% | -0.011 pp | +0.077 pp | +38.8% | No |
| Travelers Companies (The) → TRV | United States | $35.3bn | 0.173% | -0.032 pp | +0.060 pp | +17.0% | No |
| Hartford (The) → HIG | United States | $21.9bn | 0.107% | -0.009 pp | +0.050 pp | +39.7% | No |
| Cincinnati Financial → CINF | United States | $17.2bn | 0.084% | -0.017 pp | +0.039 pp | +38.9% | No |
| W. R. Berkley Corporation → WRB | United States | $5.6bn | 0.028% | +0.028 pp | +0.028 pp | +43.8% | 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.