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 Banks3.36%-0.42 ppInvestment Banking & Brokerage1.11%-0.26 ppTransaction & Payment Processing Services1.28%-0.22 ppAsset Management & Custody Banks0.74%+0.19 ppRegional Banks0.31%-0.17 ppFinancial Exchanges & Data1.14%+0.06 ppConsumer Finance0.53%-0.06 ppLife & Health Insurance0.52%-0.05 ppInsurance Brokers0.84%+0.03 ppProperty & Casualty Insurance1.04%+0.02 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.22%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.04%
Industry change · 12M
+0.02 pp
Property & Casualty Insurance · contribution
+0.021 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $29.7bn | 0.099% | +0.035 pp | +0.099 pp | +75.0% | Yes |
| Allstate → ALL | United States | $29.1bn | 0.097% | +0.031 pp | -0.035 pp | -7.8% | Yes |
| Travelers Companies (The) → TRV | United States | $37.4bn | 0.125% | +0.032 pp | -0.018 pp | +9.0% | Yes |
| Chubb Limited → CB | United States | $85.5bn | 0.286% | +0.101 pp | -0.013 pp | +16.4% | Yes |
| W. R. Berkley Corporation → WRB | United States | $10.9bn | 0.036% | +0.012 pp | -0.008 pp | +0.4% | Yes |
| Hartford (The) → HIG | United States | $21.7bn | 0.072% | +0.021 pp | -0.006 pp | +17.2% | Yes |
| Progressive Corporation → PGR | United States | $81.5bn | 0.272% | +0.093 pp | +0.005 pp | +20.2% | Yes |
| Cincinnati Financial → CINF | United States | $16.0bn | 0.054% | +0.018 pp | -0.002 pp | +17.4% | 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.