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 Banks2.64%+2.63 ppTransaction & Payment Processing Services1.35%+1.34 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.52%+0.52 ppProperty & Casualty Insurance0.48%+0.48 ppConsumer Finance0.38%+0.38 ppAsset Management & Custody Banks0.36%+0.36 ppLife & Health Insurance0.30%+0.30 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 Property & Casualty Insurance
Property & Casualty Insurance · weight
0.48%
Industry change · 12M
+0.48 pp
Property & Casualty Insurance · contribution
+0.481 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $71.1bn | 0.139% | -0.142 pp | +0.139 pp | +44.6% | No |
| Progressive Corporation → PGR | United States | $56.0bn | 0.110% | -0.125 pp | +0.109 pp | +36.3% | No |
| Travelers Companies (The) → TRV | United States | $37.9bn | 0.074% | -0.070 pp | +0.074 pp | +55.4% | No |
| Allstate → ALL | United States | $34.8bn | 0.068% | -0.067 pp | +0.068 pp | +28.3% | No |
| Hartford (The) → HIG | United States | $23.9bn | 0.047% | -0.024 pp | +0.047 pp | +95.3% | No |
| Cincinnati Financial → CINF | United States | $16.6bn | 0.032% | -0.024 pp | +0.032 pp | +40.9% | No |
| W. R. Berkley Corporation → WRB | United States | $5.9bn | 0.012% | -0.010 pp | +0.012 pp | +45.5% | 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.