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
Universe›Financials›Reinsurance›Reinsurance

1 · Sector

Weight and 12M allocation change

Consumer Discretionary11.4%+4.38 ppEnergy3.6%+0.25 ppConsumer Staples7.5%+0.07 ppUtilities3.3%-0.11 ppMaterials3.1%-0.19 ppIndustrials10.0%-0.23 ppReal Estate3.1%-0.29 ppCommunication Services3.2%-0.40 ppHealth Care16.5%-0.47 ppInformation Technology27.3%-1.33 ppFinancials11.1%-1.69 pp

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 Reinsurance

Reinsurance0.05%+0.008 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Reinsurance · weight
0.05%
Industry change · 12M
+0.01 pp
Reinsurance · contribution
+0.008 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2023 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Everest Group →
EG
United States$14.0bn0.048%+0.001 pp+0.008 pp+21.4%Yes

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.