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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.13%
Industry change · 12M
-0.00 pp
Property & Casualty Insurance · contribution
-0.001 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $104.3bn | 0.310% | -0.004 pp | +0.037 pp | +31.7% | Yes |
| Chubb Limited → CB | United States | $100.0bn | 0.297% | -0.002 pp | -0.026 pp | +9.5% | Yes |
| Arch Capital Group → ACGL | United States | $30.8bn | 0.091% | -0.018 pp | +0.010 pp | +28.1% | No |
| Travelers Companies (The) → TRV | United States | $48.3bn | 0.144% | +0.014 pp | -0.010 pp | +13.1% | Yes |
| Cincinnati Financial → CINF | United States | $17.4bn | 0.052% | -0.001 pp | -0.009 pp | +0.8% | Yes |
| Hartford (The) → HIG | United States | $26.2bn | 0.078% | +0.003 pp | -0.007 pp | +14.7% | Yes |
| Allstate → ALL | United States | $40.6bn | 0.121% | +0.007 pp | +0.004 pp | +24.5% | Yes |
| W. R. Berkley Corporation → WRB | United States | $14.1bn | 0.042% | +0.003 pp | -0.001 pp | +19.3% | 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.