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 Services1.50%-1.13 ppDiversified Banks3.95%-0.98 ppInsurance Brokers0.81%+0.27 ppConsumer Finance0.62%-0.20 ppProperty & Casualty Insurance1.09%+0.20 ppAsset Management & Custody Banks0.57%-0.13 ppInvestment Banking & Brokerage1.30%-0.13 ppFinancial Exchanges & Data1.14%+0.05 ppRegional Banks0.47%+0.05 ppLife & Health Insurance0.58%+0.03 ppMulti-line Insurance0.25%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.81%
Industry change · 12M
+0.27 pp
Insurance Brokers · contribution
+0.269 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $22.0bn | 0.086% | -0.008 pp | +0.086 pp | -12.9% | No |
| Brown & Brown → BRO | United States | $16.5bn | 0.064% | -0.005 pp | +0.064 pp | +10.5% | No |
| Marsh McLennan → MRSH | United States | $77.9bn | 0.303% | +0.015 pp | +0.050 pp | +11.9% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $34.2bn | 0.133% | +0.011 pp | +0.036 pp | +17.9% | Yes |
| Aon plc → AON | United States | $57.3bn | 0.223% | -0.012 pp | +0.033 pp | +13.8% | 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.