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 Banks4.23%+1.60 ppInvestment Banking & Brokerage1.34%+0.66 ppFinancial Exchanges & Data1.10%+0.58 ppInsurance Brokers0.81%+0.54 ppProperty & Casualty Insurance0.99%+0.51 ppConsumer Finance0.72%+0.34 ppLife & Health Insurance0.58%+0.29 ppTransaction & Payment Processing Services1.62%+0.28 ppAsset Management & Custody Banks0.63%+0.27 ppRegional Banks0.45%+0.21 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
0.99%
Industry change · 12M
+0.51 pp
Property & Casualty Insurance · contribution
+0.508 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $91.2bn | 0.307% | +0.040 pp | +0.168 pp | +37.7% | Yes |
| Progressive Corporation → PGR | United States | $66.7bn | 0.224% | +0.032 pp | +0.115 pp | +21.5% | Yes |
| Travelers Companies (The) → TRV | United States | $44.1bn | 0.149% | +0.025 pp | +0.074 pp | +24.2% | Yes |
| Allstate → ALL | United States | $38.6bn | 0.130% | +0.022 pp | +0.062 pp | +23.7% | Yes |
| Cincinnati Financial → CINF | United States | $21.8bn | 0.073% | +0.015 pp | +0.041 pp | +34.7% | Yes |
| Hartford (The) → HIG | United States | $23.8bn | 0.080% | +0.005 pp | +0.033 pp | +9.9% | Yes |
| W. R. Berkley Corporation → WRB | United States | $7.8bn | 0.026% | +0.006 pp | +0.015 pp | +36.1% | 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.