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 Banks3.98%-2.62 ppTransaction & Payment Processing Services2.64%+0.29 ppConsumer Finance0.57%-0.27 ppLife & Health Insurance0.49%-0.27 ppAsset Management & Custody Banks0.62%-0.20 ppRegional Banks0.37%-0.19 ppProperty & Casualty Insurance0.95%-0.18 ppInvestment Banking & Brokerage0.95%-0.16 ppMulti-line Insurance0.21%-0.15 ppInsurance Brokers0.54%-0.05 ppFinancial Exchanges & Data1.09%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.95%
Industry change · 12M
-0.18 pp
Property & Casualty Insurance · contribution
-0.182 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $58.6bn | 0.278% | +0.277 pp | -0.082 pp | -12.6% | Yes |
| Allstate → ALL | United States | $27.7bn | 0.131% | +0.131 pp | -0.048 pp | -14.9% | Yes |
| Cincinnati Financial → CINF | United States | $11.4bn | 0.054% | +0.054 pp | -0.043 pp | -35.6% | Yes |
| Progressive Corporation → PGR | United States | $53.8bn | 0.255% | +0.254 pp | +0.042 pp | +36.6% | Yes |
| Hartford (The) → HIG | United States | $13.8bn | 0.065% | +0.065 pp | -0.042 pp | -30.7% | Yes |
| Travelers Companies (The) → TRV | United States | $30.6bn | 0.145% | +0.145 pp | -0.032 pp | -5.4% | Yes |
| W. R. Berkley Corporation → WRB | United States | $4.8bn | 0.023% | +0.022 pp | +0.023 pp | -12.4% | 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.