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 Brokers0.54%-99.36 ppDiversified Banks4.94%+4.93 ppTransaction & Payment Processing Services2.63%+2.63 ppInvestment Banking & Brokerage1.43%+1.43 ppFinancial Exchanges & Data1.09%+1.09 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.81%+0.81 ppAsset Management & Custody Banks0.71%+0.70 ppLife & Health Insurance0.55%+0.55 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.23%+0.23 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.54%
Industry change · 12M
-99.36 pp
Insurance Brokers · contribution
-99.359 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Arthur J. Gallagher & Co. → AJG | United States | $27.4bn | 0.097% | +0.050 pp | -99.801 pp | +45.9% | Yes |
| Marsh McLennan → MRSH | United States | $71.5bn | 0.253% | +0.132 pp | +0.252 pp | +33.2% | Yes |
| Aon plc → AON | United States | $53.9bn | 0.190% | +0.089 pp | +0.190 pp | +25.1% | 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.