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 Property & Casualty Insurance
Property & Casualty Insurance · weight
1.02%
Industry change · 12M
+0.13 pp
Property & Casualty Insurance · contribution
+0.132 pp
Company participation
43%
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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $68.0bn | 0.267% | +0.003 pp | +0.081 pp | +31.0% | Yes |
| Chubb Limited → CB | United States | $76.0bn | 0.299% | -0.025 pp | +0.031 pp | +6.6% | No |
| W. R. Berkley Corporation → WRB | United States | $11.4bn | 0.045% | -0.002 pp | +0.025 pp | +36.0% | Yes |
| Travelers Companies (The) → TRV | United States | $36.4bn | 0.143% | -0.015 pp | +0.010 pp | +3.0% | No |
| Cincinnati Financial → CINF | United States | $14.3bn | 0.056% | -0.018 pp | -0.009 pp | -19.7% | No |
| Hartford (The) → HIG | United States | $20.0bn | 0.079% | -0.005 pp | -0.007 pp | -9.8% | No |
| Allstate → ALL | United States | $33.7bn | 0.132% | -0.003 pp | +0.000 pp | +0.5% | 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.