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 Banks1.61%+0.83 ppFinancial Exchanges & Data1.05%-0.16 ppConsumer Finance0.69%+0.08 ppLife & Health Insurance0.42%-0.08 ppTransaction & Payment Processing Services1.19%-0.07 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.69%-0.04 ppProperty & Casualty Insurance1.06%+0.03 ppDiversified Banks3.60%-0.02 ppRegional Banks0.32%-0.01 ppReinsurance0.04%-0.01 ppInvestment Banking & Brokerage1.16%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
1.06%
Industry change · 12M
+0.03 pp
Property & Casualty Insurance · contribution
+0.032 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $140.4bn | 0.318% | -0.028 pp | +0.040 pp | +51.4% | No |
| Chubb Limited → CB | United States | $111.4bn | 0.253% | -0.019 pp | -0.022 pp | +23.9% | No |
| W. R. Berkley Corporation → WRB | United States | $22.3bn | 0.051% | +0.000 pp | +0.014 pp | +27.2% | Yes |
| Allstate → ALL | United States | $51.1bn | 0.116% | -0.001 pp | +0.007 pp | +40.6% | Yes |
| Travelers Companies (The) → TRV | United States | $54.7bn | 0.124% | -0.000 pp | -0.006 pp | +28.8% | Yes |
| Arch Capital Group → ACGL | United States | $34.7bn | 0.079% | -0.019 pp | -0.004 pp | +30.8% | No |
| Cincinnati Financial → CINF | United States | $22.5bn | 0.051% | +0.001 pp | +0.003 pp | +42.5% | Yes |
| Hartford (The) → HIG | United States | $31.7bn | 0.072% | -0.008 pp | -0.000 pp | +38.5% | No |
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.