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 Banks4.12%-0.55 ppTransaction & Payment Processing Services1.40%-0.22 ppProperty & Casualty Insurance1.16%+0.21 ppConsumer Finance0.66%-0.15 ppFinancial Exchanges & Data1.14%+0.06 ppRegional Banks0.46%-0.05 ppAsset Management & Custody Banks0.62%-0.04 ppMulti-line Insurance0.23%-0.03 ppInsurance Brokers0.78%+0.03 ppLife & Health Insurance0.59%+0.01 ppReinsurance0.05%+0.01 ppInvestment Banking & Brokerage1.42%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.16%
Industry change · 12M
+0.21 pp
Property & Casualty Insurance · contribution
+0.206 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $26.0bn | 0.091% | +0.016 pp | +0.091 pp | +48.6% | Yes |
| Progressive Corporation → PGR | United States | $84.0bn | 0.295% | +0.033 pp | +0.080 pp | +35.9% | Yes |
| W. R. Berkley Corporation → WRB | United States | $11.6bn | 0.041% | -0.005 pp | +0.016 pp | +12.2% | No |
| Travelers Companies (The) → TRV | United States | $43.0bn | 0.151% | +0.000 pp | +0.007 pp | +10.0% | No |
| Hartford (The) → HIG | United States | $24.5bn | 0.086% | +0.004 pp | +0.006 pp | +14.6% | Yes |
| Chubb Limited → CB | United States | $87.3bn | 0.307% | -0.003 pp | +0.006 pp | +5.3% | No |
| Cincinnati Financial → CINF | United States | $19.0bn | 0.067% | +0.008 pp | -0.002 pp | +0.7% | Yes |
| Allstate → ALL | United States | $33.9bn | 0.119% | -0.001 pp | +0.001 pp | +8.1% | 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.