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%-0.66 ppInvestment Banking & Brokerage1.03%-0.34 ppTransaction & Payment Processing Services1.24%-0.21 ppRegional Banks0.28%-0.19 ppAsset Management & Custody Banks0.69%+0.14 ppFinancial Exchanges & Data1.13%+0.10 ppLife & Health Insurance0.52%-0.09 ppProperty & Casualty Insurance1.14%+0.09 ppInsurance Brokers0.85%+0.08 ppConsumer Finance0.53%-0.06 ppReinsurance0.06%+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
1.14%
Industry change · 12M
+0.09 pp
Property & Casualty Insurance · contribution
+0.092 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $32.3bn | 0.110% | +0.047 pp | +0.110 pp | +50.7% | Yes |
| Progressive Corporation → PGR | United States | $92.5bn | 0.314% | +0.154 pp | +0.048 pp | +23.5% | Yes |
| Travelers Companies (The) → TRV | United States | $38.2bn | 0.130% | +0.044 pp | -0.023 pp | -7.2% | Yes |
| Chubb Limited → CB | United States | $88.2bn | 0.300% | +0.117 pp | -0.017 pp | +1.6% | Yes |
| W. R. Berkley Corporation → WRB | United States | $11.6bn | 0.039% | +0.016 pp | -0.007 pp | -7.4% | Yes |
| Allstate → ALL | United States | $33.5bn | 0.114% | +0.049 pp | -0.007 pp | +4.6% | Yes |
| Hartford (The) → HIG | United States | $22.1bn | 0.075% | +0.027 pp | -0.007 pp | +3.8% | Yes |
| Cincinnati Financial → CINF | United States | $15.6bn | 0.053% | +0.016 pp | -0.004 pp | -0.8% | 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.