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 Banks6.21%+2.29 ppTransaction & Payment Processing Services2.63%+1.59 ppFinancial Exchanges & Data1.14%+0.60 ppProperty & Casualty Insurance1.15%+0.51 ppInvestment Banking & Brokerage1.16%+0.45 ppConsumer Finance0.86%+0.37 ppInsurance Brokers0.63%+0.31 ppAsset Management & Custody Banks0.80%+0.27 ppLife & Health Insurance0.72%+0.25 ppRegional Banks0.52%+0.18 ppMulti-line Insurance0.33%+0.13 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.15%
Industry change · 12M
+0.51 pp
Property & Casualty Insurance · contribution
+0.509 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $68.9bn | 0.340% | -0.020 pp | +0.138 pp | +16.5% | No |
| Progressive Corporation → PGR | United States | $47.2bn | 0.233% | +0.020 pp | +0.103 pp | +29.1% | Yes |
| Allstate → ALL | United States | $38.4bn | 0.189% | +0.010 pp | +0.090 pp | +37.6% | Yes |
| Travelers Companies (The) → TRV | United States | $34.0bn | 0.168% | -0.009 pp | +0.058 pp | +7.3% | No |
| Hartford (The) → HIG | United States | $21.4bn | 0.105% | -0.002 pp | +0.050 pp | +29.1% | No |
| Cincinnati Financial → CINF | United States | $17.1bn | 0.085% | -0.012 pp | +0.041 pp | +32.3% | No |
| W. R. Berkley Corporation → WRB | United States | $6.0bn | 0.030% | +0.030 pp | +0.030 pp | +47.1% | 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.