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 Banks4.67%+2.15 ppInvestment Banking & Brokerage1.42%+0.74 ppFinancial Exchanges & Data1.08%+0.57 ppInsurance Brokers0.76%+0.49 ppProperty & Casualty Insurance0.95%+0.49 ppConsumer Finance0.81%+0.44 ppAsset Management & Custody Banks0.65%+0.32 ppLife & Health Insurance0.58%+0.29 ppRegional Banks0.51%+0.27 ppTransaction & Payment Processing Services1.62%+0.22 ppMulti-line Insurance0.26%+0.14 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.95%
Industry change · 12M
+0.49 pp
Property & Casualty Insurance · contribution
+0.488 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $86.8bn | 0.301% | +0.040 pp | +0.155 pp | +27.5% | Yes |
| Progressive Corporation → PGR | United States | $62.0bn | 0.215% | +0.031 pp | +0.114 pp | +25.6% | Yes |
| Travelers Companies (The) → TRV | United States | $41.5bn | 0.144% | +0.022 pp | +0.071 pp | +20.8% | Yes |
| Allstate → ALL | United States | $34.1bn | 0.118% | +0.013 pp | +0.054 pp | +18.7% | Yes |
| Hartford (The) → HIG | United States | $23.0bn | 0.080% | +0.004 pp | +0.044 pp | +40.1% | No |
| Cincinnati Financial → CINF | United States | $19.7bn | 0.068% | +0.006 pp | +0.037 pp | +28.2% | Yes |
| W. R. Berkley Corporation → WRB | United States | $7.1bn | 0.025% | +0.004 pp | +0.014 pp | +33.8% | 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.