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 Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.92%
Industry change · 12M
+0.40 pp
Property & Casualty Insurance · contribution
+0.396 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $85.0bn | 0.286% | +0.005 pp | +0.128 pp | +37.9% | Yes |
| Progressive Corporation → PGR | United States | $63.6bn | 0.214% | +0.028 pp | +0.092 pp | +27.0% | Yes |
| Travelers Companies (The) → TRV | United States | $40.9bn | 0.137% | +0.005 pp | +0.055 pp | +24.7% | Yes |
| Hartford (The) → HIG | United States | $24.5bn | 0.082% | -0.001 pp | +0.041 pp | +53.1% | Yes |
| Allstate → ALL | United States | $34.6bn | 0.116% | -0.006 pp | +0.038 pp | +15.6% | No |
| Cincinnati Financial → CINF | United States | $19.0bn | 0.064% | -0.002 pp | +0.031 pp | +43.2% | Yes |
| W. R. Berkley Corporation → WRB | United States | $6.6bn | 0.022% | +0.001 pp | +0.011 pp | +39.7% | 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.