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 Banks3.85%+0.45 ppAsset Management & Custody Banks0.76%+0.21 ppProperty & Casualty Insurance1.18%+0.12 ppConsumer Finance0.66%+0.08 ppTransaction & Payment Processing Services1.30%-0.04 ppInvestment Banking & Brokerage1.14%-0.04 ppMulti-line Insurance0.22%+0.03 ppInsurance Brokers0.76%-0.02 ppFinancial Exchanges & Data1.13%-0.01 ppLife & Health Insurance0.49%+0.00 ppRegional Banks0.33%-0.00 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.05%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.76%
Industry change · 12M
-0.02 pp
Insurance Brokers · contribution
-0.018 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Aon plc → AON | United States | $66.2bn | 0.184% | +0.010 pp | -0.037 pp | +6.7% | No |
| Brown & Brown → BRO | United States | $25.0bn | 0.069% | +0.009 pp | +0.014 pp | +53.5% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $54.2bn | 0.150% | +0.006 pp | +0.012 pp | +32.0% | No |
| Willis Towers Watson → WTW | United States | $28.2bn | 0.078% | +0.004 pp | -0.006 pp | +20.0% | No |
| Marsh McLennan → MRSH | United States | $101.3bn | 0.281% | +0.002 pp | -0.000 pp | +25.5% | 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.