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
Insurance Brokers99.90%+99.29 ppDiversified Banks0.00%-6.44 ppTransaction & Payment Processing Services0.00%-2.06 ppProperty & Casualty Insurance0.00%-1.21 ppInvestment Banking & Brokerage0.00%-1.13 ppFinancial Exchanges & Data0.00%-1.02 ppConsumer Finance0.00%-0.91 ppLife & Health Insurance0.00%-0.84 ppAsset Management & Custody Banks0.00%-0.83 ppRegional Banks0.00%-0.58 ppMulti-line Insurance0.00%-0.37 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
99.90%
Industry change · 12M
+99.29 pp
Insurance Brokers · contribution
+99.288 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Arthur J. Gallagher & Co. → AJG | United States | $18486200.0bn | 99.898% | +99.898 pp | +99.810 pp | +13.4% | Yes |
| Marsh McLennan → MRSH | United States | $54.3bn | 0.000% | +0.000 pp | -0.272 pp | +9.6% | No |
| Aon plc → AON | United States | $44.5bn | 0.000% | +0.000 pp | -0.250 pp | +0.7% | 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.