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
Transaction & Payment Processing Services1.83%-0.94 ppInvestment Banking & Brokerage1.39%+0.21 ppInsurance Brokers0.67%+0.14 ppFinancial Exchanges & Data1.18%+0.12 ppProperty & Casualty Insurance0.85%-0.10 ppRegional Banks0.43%+0.04 ppAsset Management & Custody Banks0.68%+0.03 ppConsumer Finance0.69%+0.03 ppMulti-line Insurance0.23%+0.01 ppDiversified Banks4.45%-0.00 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.51%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.67%
Industry change · 12M
+0.14 pp
Insurance Brokers · contribution
+0.138 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $19.8bn | 0.064% | +0.009 pp | +0.064 pp | +49.3% | Yes |
| Marsh McLennan → MRSH | United States | $87.8bn | 0.281% | +0.012 pp | +0.041 pp | +50.8% | Yes |
| Aon plc → AON | United States | $66.2bn | 0.212% | -0.014 pp | +0.017 pp | +43.4% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $35.2bn | 0.113% | +0.005 pp | +0.016 pp | +39.0% | 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.