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 Banks0.70%+0.35 ppDiversified Banks2.61%+0.12 ppProperty & Casualty Insurance0.78%+0.11 ppTransaction & Payment Processing Services0.80%-0.11 ppConsumer Finance0.46%+0.06 ppInvestment Banking & Brokerage0.79%-0.04 ppLife & Health Insurance0.32%-0.02 ppFinancial Exchanges & Data0.79%+0.01 ppRegional Banks0.24%+0.01 ppInsurance Brokers0.54%+0.00 ppMulti-line Insurance0.14%+0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.54%
Industry change · 12M
+0.00 pp
Insurance Brokers · contribution
+0.002 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $71.4bn | 0.128% | -0.050 pp | -0.013 pp | +3.8% | No |
| Arthur J. Gallagher & Co. → AJG | United States | $62.1bn | 0.111% | -0.036 pp | +0.011 pp | +33.2% | No |
| Brown & Brown → BRO | United States | $28.4bn | 0.051% | -0.017 pp | +0.007 pp | +42.1% | No |
| Marsh McLennan → MRSH | United States | $109.5bn | 0.196% | -0.088 pp | -0.007 pp | +19.9% | No |
| Willis Towers Watson → WTW | United States | $28.7bn | 0.051% | -0.023 pp | +0.003 pp | +35.5% | 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.