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
Universe›Financials›Insurance Brokers›Insurance Brokers

1 · Sector

Weight and 12M allocation change

Consumer Discretionary53.6%+53.57 ppInformation Technology13.3%+13.32 ppHealth Care7.9%+7.89 ppFinancials7.2%+7.19 ppIndustrials6.2%+6.17 ppConsumer Staples3.6%+3.57 ppCommunication Services2.4%+2.43 ppMaterials1.6%+1.59 ppReal Estate1.5%+1.47 ppEnergy1.2%+1.18 ppUtilities1.5%-98.38 pp

2 · Industry

Inside Financials

Diversified Banks2.52%+2.51 ppTransaction & Payment Processing Services1.41%+1.40 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.51%+0.51 ppProperty & Casualty Insurance0.46%+0.46 ppConsumer Finance0.37%+0.37 ppAsset Management & Custody Banks0.34%+0.34 ppLife & Health Insurance0.29%+0.29 ppInsurance Brokers0.27%+0.27 ppRegional Banks0.23%+0.23 ppMulti-line Insurance0.12%+0.12 ppReinsurance0.02%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Insurance Brokers

Insurance Brokers0.27%+0.266 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Insurance Brokers · weight
0.27%
Industry change · 12M
+0.27 pp
Insurance Brokers · contribution
+0.266 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Marsh McLennan →
MRSH
United States$58.6bn0.117%-0.130 pp+0.117 pp+12.2%No
Aon plc →
AON
United States$51.5bn0.103%-0.096 pp+0.103 pp+10.5%No
Arthur J. Gallagher & Co. →
AJG
United States$23.2bn0.046%-0.048 pp+0.046 pp+25.0%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.