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 Banks3.94%-1.11 ppTransaction & Payment Processing Services1.45%-0.63 ppAsset Management & Custody Banks0.55%-0.20 ppConsumer Finance0.59%-0.16 ppFinancial Exchanges & Data1.03%-0.16 ppProperty & Casualty Insurance1.04%+0.15 ppInvestment Banking & Brokerage1.37%-0.12 ppInsurance Brokers0.77%+0.08 ppLife & Health Insurance0.61%+0.08 ppMulti-line Insurance0.23%-0.02 ppRegional Banks0.47%+0.01 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.04%
Industry change · 12M
+0.15 pp
Property & Casualty Insurance · contribution
+0.153 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $75.1bn | 0.267% | +0.035 pp | +0.081 pp | +37.8% | Yes |
| Chubb Limited → CB | United States | $89.2bn | 0.317% | +0.046 pp | +0.035 pp | +11.8% | Yes |
| W. R. Berkley Corporation → WRB | United States | $13.2bn | 0.047% | +0.009 pp | +0.026 pp | +44.0% | Yes |
| Travelers Companies (The) → TRV | United States | $43.2bn | 0.153% | +0.024 pp | +0.021 pp | +17.2% | Yes |
| Cincinnati Financial → CINF | United States | $16.2bn | 0.058% | +0.004 pp | -0.008 pp | -12.9% | No |
| Hartford (The) → HIG | United States | $23.0bn | 0.082% | +0.010 pp | -0.001 pp | +1.5% | Yes |
| Allstate → ALL | United States | $34.1bn | 0.121% | +0.011 pp | -0.001 pp | +4.9% | 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.