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
Asset Management & Custody Banks0.66%+0.30 ppDiversified Banks2.62%+0.20 ppTransaction & Payment Processing Services0.79%-0.14 ppProperty & Casualty Insurance0.77%+0.08 ppInsurance Brokers0.52%-0.07 ppFinancial Exchanges & Data0.76%-0.05 ppLife & Health Insurance0.32%-0.02 ppConsumer Finance0.45%+0.02 ppRegional Banks0.22%+0.01 ppMulti-line Insurance0.14%-0.00 ppInvestment Banking & Brokerage0.80%-0.00 ppMulti-Sector Holdings0.00%-0.00 ppReinsurance0.03%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.52%
Industry change · 12M
-0.07 pp
Insurance Brokers · contribution
-0.072 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $63.8bn | 0.120% | -0.064 pp | -0.043 pp | -14.2% | No |
| Marsh McLennan → MRSH | United States | $103.8bn | 0.195% | -0.086 pp | -0.021 pp | +13.7% | No |
| Willis Towers Watson → WTW | United States | $26.8bn | 0.050% | -0.028 pp | -0.008 pp | +12.9% | No |
| Brown & Brown → BRO | United States | $25.5bn | 0.048% | -0.022 pp | +0.003 pp | +30.8% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $56.7bn | 0.106% | -0.044 pp | -0.003 pp | +19.2% | 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.