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 Banks0.96%+0.22 ppTransaction & Payment Processing Services1.12%-0.16 ppInsurance Brokers0.71%-0.12 ppInvestment Banking & Brokerage1.01%-0.10 ppConsumer Finance0.63%+0.09 ppProperty & Casualty Insurance1.14%+0.09 ppLife & Health Insurance0.45%-0.07 ppDiversified Banks3.31%-0.05 ppMulti-line Insurance0.17%-0.04 ppFinancial Exchanges & Data1.10%-0.04 ppReinsurance0.04%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.71%
Industry change · 12M
-0.12 pp
Insurance Brokers · contribution
-0.125 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $109.7bn | 0.255% | +0.061 pp | -0.059 pp | +18.9% | Yes |
| Aon plc → AON | United States | $75.2bn | 0.175% | +0.055 pp | -0.045 pp | +7.6% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $61.6bn | 0.144% | +0.037 pp | -0.021 pp | +24.6% | Yes |
| Willis Towers Watson → WTW | United States | $29.9bn | 0.070% | +0.019 pp | -0.004 pp | +42.8% | Yes |
| Brown & Brown → BRO | United States | $29.6bn | 0.069% | +0.021 pp | +0.003 pp | +49.3% | 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.