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 Property & Casualty Insurance
Property & Casualty Insurance · weight
1.18%
Industry change · 12M
+0.12 pp
Property & Casualty Insurance · contribution
+0.124 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $121.1bn | 0.336% | +0.058 pp | +0.050 pp | +45.6% | Yes |
| Allstate → ALL | United States | $45.5bn | 0.126% | +0.017 pp | +0.027 pp | +60.7% | Yes |
| Chubb Limited → CB | United States | $105.1bn | 0.292% | +0.017 pp | +0.018 pp | +35.6% | Yes |
| Hartford (The) → HIG | United States | $30.6bn | 0.085% | +0.013 pp | +0.011 pp | +51.3% | Yes |
| Travelers Companies (The) → TRV | United States | $52.7bn | 0.146% | +0.016 pp | +0.011 pp | +37.2% | Yes |
| Arch Capital Group → ACGL | United States | $34.6bn | 0.096% | +0.013 pp | +0.010 pp | +36.2% | Yes |
| Cincinnati Financial → CINF | United States | $19.5bn | 0.054% | +0.006 pp | -0.006 pp | +14.0% | Yes |
| W. R. Berkley Corporation → WRB | United States | $15.1bn | 0.042% | +0.006 pp | +0.005 pp | +45.1% | 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.