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 Banks2.59%-3.62 ppTransaction & Payment Processing Services1.52%-1.11 ppProperty & Casualty Insurance0.53%-0.62 ppFinancial Exchanges & Data0.59%-0.55 ppConsumer Finance0.39%-0.47 ppInvestment Banking & Brokerage0.69%-0.47 ppAsset Management & Custody Banks0.38%-0.42 ppLife & Health Insurance0.31%-0.41 ppInsurance Brokers0.30%-0.33 ppRegional Banks0.24%-0.29 ppMulti-line Insurance0.13%-0.20 ppReinsurance0.02%-0.04 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.30%
Industry change · 12M
-0.33 pp
Insurance Brokers · contribution
-0.329 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 |
|---|---|---|---|---|---|---|---|
| Marsh McLennan → MRSH | United States | $55.7bn | 0.134% | -0.115 pp | -0.145 pp | +0.0% | No |
| Aon plc → AON | United States | $46.4bn | 0.111% | -0.088 pp | -0.143 pp | -6.9% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $22.2bn | 0.053% | -0.041 pp | -0.041 pp | +14.4% | 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.