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%-99.35 ppDiversified Banks4.61%+4.60 ppTransaction & Payment Processing Services2.56%+2.56 ppInvestment Banking & Brokerage1.39%+1.39 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.87%+0.87 ppConsumer Finance0.80%+0.80 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.53%+0.52 ppRegional Banks0.39%+0.39 ppMulti-line Insurance0.22%+0.22 ppReinsurance0.03%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.87%
Industry change · 12M
+0.87 pp
Property & Casualty Insurance · contribution
+0.865 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $74.0bn | 0.254% | -0.026 pp | +0.254 pp | +35.4% | Yes |
| Progressive Corporation → PGR | United States | $55.7bn | 0.191% | -0.023 pp | +0.191 pp | +10.8% | Yes |
| Allstate → ALL | United States | $38.9bn | 0.133% | -0.006 pp | +0.133 pp | +41.2% | Yes |
| Travelers Companies (The) → TRV | United States | $37.2bn | 0.127% | -0.014 pp | +0.127 pp | +33.4% | Yes |
| Hartford (The) → HIG | United States | $22.1bn | 0.076% | -0.010 pp | +0.076 pp | +54.5% | Yes |
| Cincinnati Financial → CINF | United States | $19.0bn | 0.065% | -0.001 pp | +0.065 pp | +55.3% | Yes |
| W. R. Berkley Corporation → WRB | United States | $5.8bn | 0.020% | -0.003 pp | +0.020 pp | +20.2% | 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.