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%+99.30 ppDiversified Banks0.00%-6.46 ppTransaction & Payment Processing Services0.00%-2.22 ppProperty & Casualty Insurance0.00%-1.24 ppInvestment Banking & Brokerage0.00%-1.10 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.87 ppAsset Management & Custody Banks0.00%-0.81 ppLife & Health Insurance0.00%-0.77 ppRegional Banks0.00%-0.56 ppMulti-line Insurance0.00%-0.38 ppReinsurance0.00%-0.06 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
99.90%
Industry change · 12M
+99.30 pp
Insurance Brokers · contribution
+99.300 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $20215300.0bn | 99.900% | +0.002 pp | +99.811 pp | +20.0% | Yes |
| Marsh McLennan → MRSH | United States | $58.1bn | 0.000% | -0.000 pp | -0.269 pp | +16.7% | No |
| Aon plc → AON | United States | $47.8bn | 0.000% | -0.000 pp | -0.242 pp | +7.5% | 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.