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 Banks3.78%-1.24 ppTransaction & Payment Processing Services1.49%-0.89 ppConsumer Finance0.59%-0.23 ppInsurance Brokers0.81%+0.15 ppAsset Management & Custody Banks0.55%-0.14 ppProperty & Casualty Insurance1.02%+0.13 ppInvestment Banking & Brokerage1.37%-0.07 ppFinancial Exchanges & Data1.08%-0.03 ppMulti-line Insurance0.22%-0.03 ppLife & Health Insurance0.56%+0.02 ppRegional Banks0.48%+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
+0.15 pp
Insurance Brokers · contribution
+0.152 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $22.1bn | 0.087% | +0.001 pp | +0.087 pp | -12.3% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $36.0bn | 0.142% | +0.008 pp | +0.034 pp | +16.6% | Yes |
| Marsh McLennan → MRSH | United States | $74.5bn | 0.293% | -0.010 pp | +0.023 pp | -0.0% | Yes |
| Brown & Brown → BRO | United States | $17.1bn | 0.067% | +0.003 pp | +0.012 pp | +9.8% | Yes |
| Aon plc → AON | United States | $56.5bn | 0.222% | -0.001 pp | -0.004 pp | -5.6% | 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.