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 Banks4.32%-2.28 ppTransaction & Payment Processing Services2.77%+0.22 ppLife & Health Insurance0.53%-0.22 ppProperty & Casualty Insurance0.91%-0.21 ppConsumer Finance0.65%-0.20 ppAsset Management & Custody Banks0.64%-0.19 ppRegional Banks0.38%-0.18 ppMulti-line Insurance0.22%-0.13 ppInsurance Brokers0.54%-0.06 ppInvestment Banking & Brokerage1.11%-0.05 ppFinancial Exchanges & Data1.08%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.91%
Industry change · 12M
-0.21 pp
Property & Casualty Insurance · contribution
-0.208 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $66.7bn | 0.283% | +0.283 pp | -0.062 pp | +0.1% | Yes |
| Allstate → ALL | United States | $31.1bn | 0.132% | +0.132 pp | -0.050 pp | -6.1% | Yes |
| Hartford (The) → HIG | United States | $15.8bn | 0.067% | +0.067 pp | -0.045 pp | -26.4% | Yes |
| Travelers Companies (The) → TRV | United States | $32.8bn | 0.139% | +0.139 pp | -0.038 pp | -2.6% | Yes |
| Cincinnati Financial → CINF | United States | $12.3bn | 0.052% | +0.052 pp | -0.036 pp | -26.5% | Yes |
| W. R. Berkley Corporation → WRB | United States | $5.2bn | 0.022% | +0.022 pp | +0.022 pp | -3.7% | Yes |
| Progressive Corporation → PGR | United States | $51.0bn | 0.217% | +0.216 pp | +0.001 pp | +23.5% | 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.