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 Banks3.28%-0.51 ppInvestment Banking & Brokerage1.11%-0.23 ppTransaction & Payment Processing Services1.29%-0.23 ppRegional Banks0.31%-0.16 ppConsumer Finance0.54%-0.07 ppAsset Management & Custody Banks0.49%-0.07 ppLife & Health Insurance0.50%-0.05 ppFinancial Exchanges & Data1.15%+0.05 ppInsurance Brokers0.82%+0.04 ppMulti-line Insurance0.20%-0.02 ppReinsurance0.05%+0.01 ppProperty & Casualty Insurance0.97%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.97%
Industry change · 12M
+0.00 pp
Property & Casualty Insurance · contribution
+0.004 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $28.7bn | 0.091% | +0.027 pp | +0.091 pp | +68.1% | Yes |
| Allstate → ALL | United States | $28.2bn | 0.090% | +0.019 pp | -0.027 pp | -7.8% | Yes |
| Travelers Companies (The) → TRV | United States | $36.9bn | 0.118% | +0.021 pp | -0.020 pp | +1.9% | Yes |
| Chubb Limited → CB | United States | $82.5bn | 0.263% | +0.073 pp | -0.020 pp | +8.1% | Yes |
| Progressive Corporation → PGR | United States | $78.1bn | 0.249% | +0.064 pp | -0.008 pp | +9.2% | Yes |
| W. R. Berkley Corporation → WRB | United States | $10.6bn | 0.034% | +0.010 pp | -0.007 pp | -3.3% | Yes |
| Hartford (The) → HIG | United States | $22.0bn | 0.070% | +0.017 pp | -0.004 pp | +14.3% | Yes |
| Cincinnati Financial → CINF | United States | $16.6bn | 0.053% | +0.015 pp | -0.002 pp | +12.2% | 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.