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 Banks3.62%-0.31 ppInvestment Banking & Brokerage1.17%-0.24 ppAsset Management & Custody Banks0.77%+0.19 ppProperty & Casualty Insurance1.03%-0.14 ppLife & Health Insurance0.49%-0.12 ppRegional Banks0.33%-0.11 ppTransaction & Payment Processing Services1.26%-0.11 ppInsurance Brokers0.73%-0.09 ppFinancial Exchanges & Data1.21%+0.06 ppMulti-line Insurance0.21%-0.03 ppConsumer Finance0.60%+0.02 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.03%
Industry change · 12M
-0.14 pp
Property & Casualty Insurance · contribution
-0.137 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Chubb Limited → CB | United States | $92.2bn | 0.275% | -0.011 pp | -0.055 pp | +4.2% | Yes |
| Travelers Companies (The) → TRV | United States | $43.5bn | 0.130% | +0.005 pp | -0.029 pp | +3.9% | Yes |
| Allstate → ALL | United States | $36.6bn | 0.109% | +0.012 pp | -0.021 pp | +6.4% | Yes |
| Hartford (The) → HIG | United States | $24.2bn | 0.072% | -0.000 pp | -0.015 pp | +8.5% | Yes |
| W. R. Berkley Corporation → WRB | United States | $12.2bn | 0.036% | -0.000 pp | -0.010 pp | +0.2% | Yes |
| Cincinnati Financial → CINF | United States | $16.2bn | 0.048% | -0.005 pp | -0.010 pp | +4.0% | No |
| Progressive Corporation → PGR | United States | $93.2bn | 0.278% | +0.006 pp | +0.004 pp | +23.2% | Yes |
| Arch Capital Group → ACGL | United States | $27.7bn | 0.083% | -0.017 pp | -0.001 pp | +18.3% | 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.