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
Diversified Banks5.05%+1.07 ppTransaction & Payment Processing Services2.08%-0.56 ppInvestment Banking & Brokerage1.49%+0.54 ppConsumer Finance0.76%+0.18 ppInsurance Brokers0.69%+0.15 ppAsset Management & Custody Banks0.75%+0.13 ppFinancial Exchanges & Data1.19%+0.10 ppRegional Banks0.46%+0.09 ppProperty & Casualty Insurance0.89%-0.06 ppLife & Health Insurance0.53%+0.04 ppMulti-line Insurance0.25%+0.04 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.69%
Industry change · 12M
+0.15 pp
Insurance Brokers · contribution
+0.150 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Brown & Brown → BRO | United States | $17.8bn | 0.060% | +0.060 pp | +0.060 pp | +46.2% | Yes |
| Aon plc → AON | United States | $70.5bn | 0.235% | +0.034 pp | +0.036 pp | +75.2% | Yes |
| Marsh McLennan → MRSH | United States | $84.2bn | 0.281% | +0.026 pp | +0.033 pp | +63.7% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $34.8bn | 0.116% | +0.017 pp | +0.022 pp | +64.0% | 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.