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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.01%
Industry change · 12M
-0.20 pp
Property & Casualty Insurance · contribution
-0.201 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $48.8bn | 0.273% | -0.067 pp | -0.098 pp | -23.9% | Yes |
| Travelers Companies (The) → TRV | United States | $25.6bn | 0.143% | -0.024 pp | -0.067 pp | -27.9% | Yes |
| Hartford (The) → HIG | United States | $13.6bn | 0.076% | -0.029 pp | -0.029 pp | -25.8% | Yes |
| Cincinnati Financial → CINF | United States | $10.6bn | 0.059% | -0.025 pp | -0.028 pp | -30.0% | Yes |
| W. R. Berkley Corporation → WRB | United States | $4.4bn | 0.025% | -0.005 pp | +0.025 pp | -9.7% | Yes |
| Allstate → ALL | United States | $32.2bn | 0.180% | -0.009 pp | -0.003 pp | +4.7% | Yes |
| Progressive Corporation → PGR | United States | $45.2bn | 0.253% | +0.020 pp | -0.001 pp | +2.5% | 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.