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 Banks4.04%-0.73 ppTransaction & Payment Processing Services1.43%-0.50 ppProperty & Casualty Insurance1.14%+0.21 ppConsumer Finance0.66%-0.10 ppFinancial Exchanges & Data1.19%+0.09 ppInsurance Brokers0.81%+0.08 ppInvestment Banking & Brokerage1.41%-0.06 ppAsset Management & Custody Banks0.62%-0.06 ppLife & Health Insurance0.60%+0.03 ppRegional Banks0.46%-0.01 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.23%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.14%
Industry change · 12M
+0.21 pp
Property & Casualty Insurance · contribution
+0.213 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Arch Capital Group → ACGL | United States | $23.8bn | 0.081% | +0.081 pp | +0.081 pp | +38.9% | Yes |
| Progressive Corporation → PGR | United States | $79.8bn | 0.273% | +0.006 pp | +0.059 pp | +25.9% | Yes |
| Chubb Limited → CB | United States | $94.4bn | 0.323% | +0.007 pp | +0.037 pp | +17.2% | Yes |
| W. R. Berkley Corporation → WRB | United States | $12.4bn | 0.042% | -0.004 pp | +0.020 pp | +27.1% | No |
| Travelers Companies (The) → TRV | United States | $44.8bn | 0.153% | -0.000 pp | +0.016 pp | +17.5% | Yes |
| Cincinnati Financial → CINF | United States | $17.8bn | 0.061% | +0.003 pp | -0.003 pp | -1.6% | Yes |
| Hartford (The) → HIG | United States | $24.7bn | 0.084% | +0.003 pp | +0.002 pp | +10.4% | Yes |
| Allstate → ALL | United States | $34.1bn | 0.117% | -0.005 pp | +0.000 pp | +9.3% | 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.