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 Banks2.42%-1.54 ppTransaction & Payment Processing Services0.93%-0.57 ppInvestment Banking & Brokerage0.80%-0.51 ppProperty & Casualty Insurance0.70%-0.39 ppFinancial Exchanges & Data0.82%-0.32 ppRegional Banks0.21%-0.26 ppLife & Health Insurance0.34%-0.24 ppInsurance Brokers0.59%-0.22 ppAsset Management & Custody Banks0.36%-0.21 ppConsumer Finance0.43%-0.19 ppMulti-line Insurance0.14%-0.11 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.59%
Industry change · 12M
-0.22 pp
Insurance Brokers · contribution
-0.218 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $93.0bn | 0.215% | -0.066 pp | -0.088 pp | +22.9% | No |
| Aon plc → AON | United States | $70.5bn | 0.163% | -0.058 pp | -0.060 pp | +29.0% | No |
| Willis Towers Watson → WTW | United States | $25.1bn | 0.058% | -0.027 pp | -0.028 pp | +21.1% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $47.0bn | 0.109% | -0.030 pp | -0.024 pp | +36.2% | No |
| Brown & Brown → BRO | United States | $19.5bn | 0.045% | -0.011 pp | -0.019 pp | +18.9% | 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.