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

Information Technology25.6%+25.56 ppHealth Care15.7%+15.64 ppIndustrials12.8%+12.82 ppConsumer Discretionary7.4%+7.37 ppConsumer Staples7.2%+7.19 ppCommunication Services4.6%+4.56 ppMaterials3.5%+3.50 ppUtilities3.1%+3.09 ppReal Estate3.1%+3.08 ppEnergy2.4%+2.35 ppFinancials14.7%-85.17 pp

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 Insurance Brokers

Insurance Brokers0.56%-99.336 pp
Concentrated

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

View all contributions →
Insurance Brokers · weight
0.56%
Industry change · 12M
-99.34 pp
Insurance Brokers · contribution
-99.336 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Arthur J. Gallagher & Co. →
AJG
United States$28.7bn0.103%+0.056 pp-99.793 pp+58.1%Yes
Marsh McLennan →
MRSH
United States$70.4bn0.252%+0.135 pp+0.252 pp+32.7%Yes
Aon plc →
AON
United States$57.2bn0.205%+0.102 pp+0.205 pp+29.8%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.