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 Banks4.01%-0.70 ppTransaction & Payment Processing Services1.36%-0.45 ppProperty & Casualty Insurance1.11%+0.28 ppInsurance Brokers0.80%+0.12 ppAsset Management & Custody Banks0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppConsumer Finance0.59%-0.09 ppRegional Banks0.46%+0.02 ppInvestment Banking & Brokerage1.42%+0.01 ppReinsurance0.04%+0.01 ppMulti-line Insurance0.23%+0.01 ppFinancial Exchanges & Data1.16%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.11%
Industry change · 12M
+0.28 pp
Property & Casualty Insurance · contribution
+0.275 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $77.3bn | 0.262% | +0.006 pp | +0.079 pp | +44.8% | Yes |
| Arch Capital Group → ACGL | United States | $22.2bn | 0.075% | +0.075 pp | +0.075 pp | +48.4% | Yes |
| Chubb Limited → CB | United States | $91.1bn | 0.309% | +0.027 pp | +0.048 pp | +24.4% | Yes |
| Travelers Companies (The) → TRV | United States | $44.5bn | 0.151% | +0.014 pp | +0.029 pp | +32.0% | Yes |
| W. R. Berkley Corporation → WRB | United States | $13.5bn | 0.046% | +0.005 pp | +0.025 pp | +53.4% | Yes |
| Allstate → ALL | United States | $35.5bn | 0.121% | +0.004 pp | +0.015 pp | +26.5% | No |
| Hartford (The) → HIG | United States | $24.3bn | 0.082% | +0.008 pp | +0.006 pp | +18.1% | Yes |
| Cincinnati Financial → CINF | United States | $17.4bn | 0.059% | +0.004 pp | -0.003 pp | -0.3% | 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.