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 Banks1.44%+0.72 ppDiversified Banks3.72%+0.30 ppInvestment Banking & Brokerage1.20%+0.13 ppConsumer Finance0.69%+0.13 ppFinancial Exchanges & Data1.08%-0.11 ppInsurance Brokers0.73%-0.09 ppTransaction & Payment Processing Services1.19%-0.07 ppLife & Health Insurance0.44%-0.06 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.17%-0.05 ppProperty & Casualty Insurance1.13%+0.04 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.73%
Industry change · 12M
-0.09 pp
Insurance Brokers · contribution
-0.091 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $114.5bn | 0.253% | -0.018 pp | -0.054 pp | +18.7% | Yes |
| Aon plc → AON | United States | $84.7bn | 0.187% | +0.006 pp | -0.018 pp | +20.2% | Yes |
| Arthur J. Gallagher & Co. → AJG | United States | $68.5bn | 0.151% | -0.004 pp | -0.016 pp | +26.3% | Yes |
| Willis Towers Watson → WTW | United States | $32.4bn | 0.072% | -0.000 pp | -0.008 pp | +32.5% | Yes |
| Brown & Brown → BRO | United States | $32.3bn | 0.071% | -0.001 pp | +0.005 pp | +52.2% | 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.