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
Investment Banking & Brokerage1.35%+0.34 ppFinancial Exchanges & Data1.05%-0.17 ppDiversified Banks5.07%+0.16 ppConsumer Finance0.79%+0.15 ppTransaction & Payment Processing Services2.68%-0.10 ppRegional Banks0.46%+0.07 ppProperty & Casualty Insurance0.95%-0.06 ppMulti-line Insurance0.24%+0.02 ppInsurance Brokers0.56%-0.02 ppLife & Health Insurance0.58%+0.00 ppAsset Management & Custody Banks0.71%+0.00 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.95%
Industry change · 12M
-0.06 pp
Property & Casualty Insurance · contribution
-0.062 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Allstate → ALL | United States | $38.4bn | 0.139% | +0.061 pp | -0.041 pp | +27.7% | Yes |
| Progressive Corporation → PGR | United States | $59.0bn | 0.214% | +0.092 pp | -0.039 pp | +37.1% | Yes |
| Hartford (The) → HIG | United States | $23.6bn | 0.085% | +0.044 pp | +0.009 pp | +78.9% | Yes |
| Chubb Limited → CB | United States | $77.2bn | 0.280% | +0.122 pp | +0.007 pp | +62.4% | Yes |
| Cincinnati Financial → CINF | United States | $18.2bn | 0.066% | +0.033 pp | +0.007 pp | +76.6% | Yes |
| Travelers Companies (The) → TRV | United States | $38.9bn | 0.141% | +0.058 pp | -0.002 pp | +56.8% | Yes |
| W. R. Berkley Corporation → WRB | United States | $6.3bn | 0.023% | +0.011 pp | -0.002 pp | +48.7% | 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.