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 Brokers0.66%-99.24 ppDiversified Banks5.02%+5.01 ppTransaction & Payment Processing Services2.39%+2.38 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.54%+0.54 ppRegional Banks0.46%+0.46 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
0.89%
Industry change · 12M
+0.89 pp
Property & Casualty Insurance · contribution
+0.888 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $76.1bn | 0.267% | +0.015 pp | +0.267 pp | +52.2% | Yes |
| Progressive Corporation → PGR | United States | $52.9bn | 0.186% | -0.017 pp | +0.185 pp | +0.5% | No |
| Travelers Companies (The) → TRV | United States | $37.9bn | 0.133% | +0.000 pp | +0.133 pp | +43.8% | No |
| Allstate → ALL | United States | $37.6bn | 0.132% | -0.006 pp | +0.132 pp | +38.6% | No |
| Hartford (The) → HIG | United States | $24.4bn | 0.086% | +0.007 pp | +0.086 pp | +95.3% | Yes |
| Cincinnati Financial → CINF | United States | $18.4bn | 0.065% | -0.002 pp | +0.065 pp | +50.0% | No |
| W. R. Berkley Corporation → WRB | United States | $5.8bn | 0.020% | -0.000 pp | +0.020 pp | +21.3% | No |
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.