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 Services1.51%-1.05 ppDiversified Banks3.72%-0.89 ppInsurance Brokers0.76%+0.21 ppConsumer Finance0.60%-0.21 ppAsset Management & Custody Banks0.55%-0.13 ppInvestment Banking & Brokerage1.28%-0.11 ppRegional Banks0.45%+0.06 ppProperty & Casualty Insurance0.90%+0.04 ppFinancial Exchanges & Data1.12%+0.02 ppMulti-line Insurance0.22%+0.00 ppReinsurance0.04%+0.00 ppLife & Health Insurance0.52%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.90%
Industry change · 12M
+0.04 pp
Property & Casualty Insurance · contribution
+0.038 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $67.3bn | 0.231% | +0.004 pp | +0.040 pp | +23.2% | No |
| Allstate → ALL | United States | $32.2bn | 0.111% | -0.017 pp | -0.023 pp | -7.7% | No |
| W. R. Berkley Corporation → WRB | United States | $11.1bn | 0.038% | +0.010 pp | +0.018 pp | +31.7% | Yes |
| Chubb Limited → CB | United States | $78.8bn | 0.271% | -0.046 pp | +0.017 pp | +13.7% | No |
| Cincinnati Financial → CINF | United States | $15.5bn | 0.053% | -0.018 pp | -0.012 pp | -15.6% | No |
| Hartford (The) → HIG | United States | $20.8bn | 0.072% | -0.012 pp | -0.004 pp | +3.6% | No |
| Travelers Companies (The) → TRV | United States | $37.7bn | 0.129% | -0.019 pp | +0.002 pp | +8.9% | No |
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.