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 Property & Casualty Insurance
Property & Casualty Insurance · weight
0.53%
Industry change · 12M
-0.62 pp
Property & Casualty Insurance · contribution
-0.623 pp
Company participation
14%
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 |
|---|---|---|---|---|---|---|---|
| Chubb Limited → CB | United States | $65.8bn | 0.157% | -0.120 pp | -0.182 pp | -1.7% | No |
| Allstate → ALL | United States | $32.6bn | 0.078% | -0.053 pp | -0.111 pp | -7.6% | No |
| Progressive Corporation → PGR | United States | $51.1bn | 0.122% | -0.132 pp | -0.110 pp | +13.7% | No |
| Travelers Companies (The) → TRV | United States | $34.5bn | 0.083% | -0.062 pp | -0.085 pp | +6.4% | No |
| Hartford (The) → HIG | United States | $17.2bn | 0.041% | -0.024 pp | -0.064 pp | -16.6% | Yes |
| Cincinnati Financial → CINF | United States | $13.5bn | 0.032% | -0.021 pp | -0.052 pp | -17.2% | No |
| W. R. Berkley Corporation → WRB | United States | $4.9bn | 0.012% | -0.011 pp | -0.018 pp | -14.8% | 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.