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 Property & Casualty Insurance
Property & Casualty Insurance · weight
1.14%
Industry change · 12M
+0.09 pp
Property & Casualty Insurance · contribution
+0.094 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 |
|---|---|---|---|---|---|---|---|
| Progressive Corporation → PGR | United States | $148.6bn | 0.346% | +0.118 pp | +0.074 pp | +83.4% | Yes |
| Allstate → ALL | United States | $50.1bn | 0.117% | +0.038 pp | +0.019 pp | +74.2% | Yes |
| Chubb Limited → CB | United States | $116.5bn | 0.271% | +0.077 pp | -0.014 pp | +40.4% | Yes |
| W. R. Berkley Corporation → WRB | United States | $21.6bn | 0.050% | +0.025 pp | +0.014 pp | +37.2% | Yes |
| Hartford (The) → HIG | United States | $34.5bn | 0.080% | +0.024 pp | +0.008 pp | +69.1% | Yes |
| Cincinnati Financial → CINF | United States | $21.3bn | 0.050% | +0.015 pp | -0.004 pp | +36.7% | Yes |
| Arch Capital Group → ACGL | United States | $42.1bn | 0.098% | +0.027 pp | -0.001 pp | +40.4% | Yes |
| Travelers Companies (The) → TRV | United States | $53.4bn | 0.124% | +0.037 pp | -0.001 pp | +46.2% | 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.