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
Insurance Brokers0.56%-99.34 ppDiversified Banks5.28%+5.27 ppTransaction & Payment Processing Services2.57%+2.57 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.03%+1.03 ppProperty & Casualty Insurance0.95%+0.95 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.73%+0.73 ppLife & Health Insurance0.60%+0.60 ppRegional Banks0.48%+0.47 ppMulti-line Insurance0.25%+0.25 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.95%
Industry change · 12M
+0.95 pp
Property & Casualty Insurance · contribution
+0.947 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $76.4bn | 0.274% | +0.128 pp | +0.274 pp | +42.5% | Yes |
| Progressive Corporation → PGR | United States | $58.0bn | 0.208% | +0.107 pp | +0.207 pp | +34.2% | Yes |
| Allstate → ALL | United States | $40.9bn | 0.146% | +0.082 pp | +0.146 pp | +42.3% | Yes |
| Travelers Companies (The) → TRV | United States | $40.2bn | 0.144% | +0.071 pp | +0.144 pp | +53.2% | Yes |
| Hartford (The) → HIG | United States | $23.3bn | 0.084% | +0.047 pp | +0.084 pp | +75.4% | Yes |
| Cincinnati Financial → CINF | United States | $19.6bn | 0.070% | +0.039 pp | +0.070 pp | +112.9% | Yes |
| W. R. Berkley Corporation → WRB | United States | $6.1bn | 0.022% | +0.011 pp | +0.022 pp | +35.6% | 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.