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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.54%
Industry change · 12M
-0.23 pp
Insurance Brokers · contribution
-0.227 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $93.1bn | 0.203% | -0.098 pp | -0.078 pp | +16.6% | No |
| Aon plc → AON | United States | $64.6bn | 0.141% | -0.083 pp | -0.070 pp | +10.3% | No |
| Willis Towers Watson → WTW | United States | $22.2bn | 0.048% | -0.035 pp | -0.030 pp | +3.6% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $46.0bn | 0.100% | -0.049 pp | -0.029 pp | +21.3% | No |
| Brown & Brown → BRO | United States | $20.0bn | 0.044% | -0.018 pp | -0.020 pp | +9.0% | 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.