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 Property & Casualty Insurance
Property & Casualty Insurance · weight
1.19%
Industry change · 12M
+0.14 pp
Property & Casualty Insurance · contribution
+0.136 pp
Company participation
88%
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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $122.0bn | 0.353% | +0.043 pp | +0.084 pp | +53.7% | Yes |
| Allstate → ALL | United States | $44.7bn | 0.130% | +0.009 pp | +0.027 pp | +51.2% | Yes |
| Chubb Limited → CB | United States | $101.0bn | 0.292% | -0.005 pp | +0.011 pp | +25.3% | Yes |
| Hartford (The) → HIG | United States | $28.7bn | 0.083% | +0.005 pp | +0.009 pp | +39.7% | Yes |
| Arch Capital Group → ACGL | United States | $35.0bn | 0.101% | +0.010 pp | +0.007 pp | +24.6% | Yes |
| Cincinnati Financial → CINF | United States | $18.1bn | 0.052% | +0.001 pp | -0.004 pp | +11.8% | Yes |
| W. R. Berkley Corporation → WRB | United States | $13.2bn | 0.038% | -0.004 pp | +0.003 pp | +33.4% | No |
| Travelers Companies (The) → TRV | United States | $48.6bn | 0.141% | -0.003 pp | -0.001 pp | +19.7% | 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.