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 Banks2.44%-1.82 ppTransaction & Payment Processing Services0.92%-0.67 ppInvestment Banking & Brokerage0.82%-0.53 ppProperty & Casualty Insurance0.72%-0.35 ppFinancial Exchanges & Data0.83%-0.29 ppConsumer Finance0.42%-0.28 ppRegional Banks0.22%-0.28 ppLife & Health Insurance0.32%-0.26 ppAsset Management & Custody Banks0.35%-0.26 ppInsurance Brokers0.57%-0.19 ppMulti-line Insurance0.14%-0.12 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.57%
Industry change · 12M
-0.19 pp
Insurance Brokers · contribution
-0.193 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Marsh McLennan → MRSH | United States | $85.7bn | 0.212% | -0.070 pp | -0.077 pp | +9.8% | No |
| Aon plc → AON | United States | $63.0bn | 0.156% | -0.064 pp | -0.055 pp | +12.7% | No |
| Willis Towers Watson → WTW | United States | $23.3bn | 0.058% | -0.030 pp | -0.027 pp | +5.3% | No |
| Brown & Brown → BRO | United States | $17.7bn | 0.044% | -0.012 pp | -0.017 pp | +5.8% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $42.9bn | 0.106% | -0.034 pp | -0.016 pp | +25.1% | 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.