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 Banks4.45%-2.23 ppTransaction & Payment Processing Services2.77%+0.28 ppLife & Health Insurance0.52%-0.22 ppConsumer Finance0.66%-0.19 ppProperty & Casualty Insurance0.94%-0.18 ppAsset Management & Custody Banks0.65%-0.18 ppRegional Banks0.39%-0.17 ppMulti-line Insurance0.21%-0.12 ppInsurance Brokers0.53%-0.07 ppInvestment Banking & Brokerage1.18%+0.04 ppReinsurance0.04%-0.02 ppFinancial Exchanges & Data1.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.94%
Industry change · 12M
-0.18 pp
Property & Casualty Insurance · contribution
-0.181 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $69.5bn | 0.281% | +0.281 pp | -0.065 pp | +1.4% | Yes |
| Allstate → ALL | United States | $33.4bn | 0.135% | +0.135 pp | -0.043 pp | -0.1% | Yes |
| Hartford (The) → HIG | United States | $17.6bn | 0.071% | +0.071 pp | -0.036 pp | -17.0% | Yes |
| Travelers Companies (The) → TRV | United States | $35.6bn | 0.144% | +0.144 pp | -0.030 pp | +5.3% | Yes |
| Cincinnati Financial → CINF | United States | $14.1bn | 0.057% | +0.057 pp | -0.027 pp | -14.1% | Yes |
| Progressive Corporation → PGR | United States | $57.9bn | 0.234% | +0.234 pp | +0.027 pp | +41.5% | Yes |
| W. R. Berkley Corporation → WRB | United States | $5.3bn | 0.021% | +0.021 pp | -0.006 pp | -3.1% | 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.