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 Property & Casualty Insurance
Property & Casualty Insurance · weight
0.78%
Industry change · 12M
+0.11 pp
Property & Casualty Insurance · contribution
+0.113 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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $125.4bn | 0.225% | -0.128 pp | +0.064 pp | +71.1% | No |
| Chubb Limited → CB | United States | $111.3bn | 0.200% | -0.093 pp | +0.017 pp | +36.9% | No |
| Allstate → ALL | United States | $45.2bn | 0.081% | -0.049 pp | +0.016 pp | +55.9% | No |
| Hartford (The) → HIG | United States | $32.5bn | 0.058% | -0.025 pp | +0.010 pp | +57.7% | No |
| Travelers Companies (The) → TRV | United States | $49.3bn | 0.088% | -0.052 pp | +0.002 pp | +28.1% | No |
| W. R. Berkley Corporation → WRB | United States | $14.1bn | 0.025% | -0.013 pp | +0.002 pp | +37.7% | No |
| Arch Capital Group → ACGL | United States | $36.0bn | 0.064% | -0.037 pp | +0.001 pp | +23.3% | No |
| Cincinnati Financial → CINF | United States | $20.4bn | 0.037% | -0.016 pp | -0.000 pp | +24.9% | 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.