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 Banks0.95%+0.46 ppDiversified Banks3.58%+0.30 ppProperty & Casualty Insurance1.17%+0.20 ppTransaction & Payment Processing Services1.14%-0.16 ppConsumer Finance0.63%+0.09 ppInsurance Brokers0.75%-0.07 ppInvestment Banking & Brokerage1.06%-0.05 ppLife & Health Insurance0.45%-0.04 ppRegional Banks0.33%+0.02 ppMulti-line Insurance0.19%-0.01 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.14%-0.01 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
-0.067 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Marsh McLennan → MRSH | United States | $111.9bn | 0.270% | +0.075 pp | -0.037 pp | +18.4% | Yes |
| Aon plc → AON | United States | $74.7bn | 0.180% | +0.063 pp | -0.035 pp | +4.0% | Yes |
| Brown & Brown → BRO | United States | $30.0bn | 0.072% | +0.024 pp | +0.005 pp | +42.8% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $64.1bn | 0.155% | +0.049 pp | -0.003 pp | +27.8% | Yes |
| Willis Towers Watson → WTW | United States | $29.7bn | 0.072% | +0.022 pp | +0.003 pp | +43.3% | 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.