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%+99.31 ppDiversified Banks0.00%-6.59 ppTransaction & Payment Processing Services0.00%-2.09 ppProperty & Casualty Insurance0.00%-1.22 ppInvestment Banking & Brokerage0.00%-1.17 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.91 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.82 ppRegional Banks0.00%-0.59 ppMulti-line Insurance0.00%-0.38 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.00%
Industry change · 12M
-1.22 pp
Property & Casualty Insurance · contribution
-1.217 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $57.4bn | 0.000% | -0.273 pp | -0.370 pp | -14.8% | No |
| Progressive Corporation → PGR | United States | $52.9bn | 0.000% | -0.253 pp | -0.251 pp | +15.6% | No |
| Travelers Companies (The) → TRV | United States | $29.0bn | 0.000% | -0.143 pp | -0.203 pp | -20.0% | No |
| Allstate → ALL | United States | $29.6bn | 0.000% | -0.180 pp | -0.188 pp | -10.4% | No |
| Hartford (The) → HIG | United States | $15.2bn | 0.000% | -0.076 pp | -0.111 pp | -24.7% | No |
| Cincinnati Financial → CINF | United States | $12.5bn | 0.000% | -0.059 pp | -0.093 pp | -25.4% | No |
| W. R. Berkley Corporation → WRB | United States | $4.9bn | 0.000% | -0.025 pp | +0.000 pp | -9.4% | 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.