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 Banks4.26%-1.02 ppTransaction & Payment Processing Services1.59%-0.98 ppInsurance Brokers0.77%+0.21 ppAsset Management & Custody Banks0.61%-0.13 ppProperty & Casualty Insurance1.07%+0.12 ppConsumer Finance0.71%-0.11 ppInvestment Banking & Brokerage1.35%-0.10 ppFinancial Exchanges & Data1.11%+0.09 ppRegional Banks0.50%+0.03 ppLife & Health Insurance0.58%-0.01 ppMulti-line Insurance0.26%+0.01 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.07%
Industry change · 12M
+0.12 pp
Property & Casualty Insurance · contribution
+0.121 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $89.5bn | 0.322% | +0.021 pp | +0.049 pp | +26.4% | Yes |
| Progressive Corporation → PGR | United States | $69.8bn | 0.251% | +0.037 pp | +0.044 pp | +22.8% | Yes |
| W. R. Berkley Corporation → WRB | United States | $12.6bn | 0.045% | +0.021 pp | +0.023 pp | +40.5% | Yes |
| Allstate → ALL | United States | $37.6bn | 0.135% | +0.017 pp | -0.011 pp | +2.7% | Yes |
| Travelers Companies (The) → TRV | United States | $43.0bn | 0.155% | +0.011 pp | +0.011 pp | +14.6% | Yes |
| Cincinnati Financial → CINF | United States | $20.5bn | 0.074% | +0.006 pp | +0.004 pp | +7.3% | Yes |
| Hartford (The) → HIG | United States | $23.8bn | 0.086% | +0.006 pp | +0.002 pp | +13.4% | 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.