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 Banks3.90%+0.41 ppAsset Management & Custody Banks0.72%+0.20 ppProperty & Casualty Insurance1.19%+0.14 ppConsumer Finance0.70%+0.12 ppTransaction & Payment Processing Services1.29%-0.09 ppInsurance Brokers0.75%-0.07 ppLife & Health Insurance0.48%-0.03 ppFinancial Exchanges & Data1.11%-0.02 ppMulti-line Insurance0.22%+0.02 ppInvestment Banking & Brokerage1.18%-0.01 ppRegional Banks0.33%+0.00 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.75%
Industry change · 12M
-0.07 pp
Insurance Brokers · contribution
-0.068 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $61.3bn | 0.178% | -0.000 pp | -0.047 pp | -12.5% | No |
| Marsh McLennan → MRSH | United States | $98.3bn | 0.285% | +0.000 pp | -0.016 pp | +12.3% | No |
| Willis Towers Watson → WTW | United States | $25.7bn | 0.074% | -0.001 pp | -0.009 pp | +10.0% | No |
| Brown & Brown → BRO | United States | $23.3bn | 0.067% | +0.002 pp | +0.006 pp | +27.5% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $50.9bn | 0.147% | -0.002 pp | -0.002 pp | +13.9% | 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.