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 Brokers0.58%-99.32 ppDiversified Banks4.70%+4.69 ppTransaction & Payment Processing Services2.44%+2.43 ppInvestment Banking & Brokerage1.46%+1.46 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.78%+0.78 ppAsset Management & Custody Banks0.72%+0.72 ppLife & Health Insurance0.53%+0.53 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.24%+0.24 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.89%
Industry change · 12M
+0.89 pp
Property & Casualty Insurance · contribution
+0.889 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $80.7bn | 0.270% | -0.004 pp | +0.270 pp | +50.3% | Yes |
| Progressive Corporation → PGR | United States | $56.4bn | 0.189% | -0.019 pp | +0.188 pp | +6.6% | Yes |
| Allstate → ALL | United States | $40.0bn | 0.134% | -0.013 pp | +0.134 pp | +49.0% | Yes |
| Travelers Companies (The) → TRV | United States | $39.8bn | 0.133% | -0.011 pp | +0.133 pp | +41.1% | Yes |
| Hartford (The) → HIG | United States | $23.3bn | 0.078% | -0.006 pp | +0.078 pp | +70.3% | Yes |
| Cincinnati Financial → CINF | United States | $19.9bn | 0.067% | -0.004 pp | +0.066 pp | +59.5% | Yes |
| W. R. Berkley Corporation → WRB | United States | $5.9bn | 0.020% | -0.002 pp | +0.020 pp | +23.1% | 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.