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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.05%
Industry change · 12M
+0.06 pp
Property & Casualty Insurance · contribution
+0.063 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $25.2bn | 0.086% | +0.002 pp | +0.086 pp | +40.2% | Yes |
| Progressive Corporation → PGR | United States | $83.7bn | 0.286% | +0.012 pp | +0.061 pp | +25.9% | Yes |
| Chubb Limited → CB | United States | $80.3bn | 0.274% | -0.056 pp | -0.033 pp | -7.7% | No |
| Allstate → ALL | United States | $29.2bn | 0.100% | -0.030 pp | -0.030 pp | -17.9% | No |
| Cincinnati Financial → CINF | United States | $17.6bn | 0.060% | +0.002 pp | -0.013 pp | -15.4% | No |
| Travelers Companies (The) → TRV | United States | $39.8bn | 0.136% | -0.023 pp | -0.013 pp | -4.2% | No |
| W. R. Berkley Corporation → WRB | United States | $10.9bn | 0.037% | -0.009 pp | +0.011 pp | -4.6% | No |
| Hartford (The) → HIG | United States | $21.8bn | 0.074% | -0.013 pp | -0.006 pp | -0.8% | 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.