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 Banks1.03%+0.35 ppDiversified Banks3.51%+0.23 ppInsurance Brokers0.73%-0.13 ppConsumer Finance0.64%+0.11 ppLife & Health Insurance0.44%-0.08 ppInvestment Banking & Brokerage1.11%+0.08 ppTransaction & Payment Processing Services1.18%-0.06 ppFinancial Exchanges & Data1.07%-0.06 ppRegional Banks0.33%+0.05 ppMulti-line Insurance0.18%-0.04 ppReinsurance0.04%-0.02 ppProperty & Casualty Insurance1.11%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.73%
Industry change · 12M
-0.13 pp
Insurance Brokers · contribution
-0.126 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $107.2bn | 0.252% | +0.056 pp | -0.066 pp | +16.8% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $61.7bn | 0.145% | +0.034 pp | -0.028 pp | +20.5% | Yes |
| Aon plc → AON | United States | $79.3bn | 0.186% | +0.059 pp | -0.024 pp | +19.4% | Yes |
| Willis Towers Watson → WTW | United States | $30.4bn | 0.072% | +0.020 pp | -0.011 pp | +29.8% | Yes |
| Brown & Brown → BRO | United States | $29.9bn | 0.070% | +0.019 pp | +0.003 pp | +51.4% | 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.