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 Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.79%
Industry change · 12M
+0.23 pp
Insurance Brokers · contribution
+0.233 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Willis Towers Watson → WTW | United States | $24.0bn | 0.087% | -0.011 pp | +0.087 pp | -15.9% | Yes |
| Brown & Brown → BRO | United States | $17.5bn | 0.063% | +0.000 pp | +0.063 pp | +17.3% | No |
| Marsh McLennan → MRSH | United States | $81.2bn | 0.293% | +0.033 pp | +0.043 pp | +20.8% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $35.1bn | 0.127% | +0.017 pp | +0.024 pp | +17.7% | Yes |
| Aon plc → AON | United States | $61.2bn | 0.221% | +0.016 pp | +0.016 pp | +15.4% | 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.