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
Diversified Banks3.84%+1.23 ppAsset Management & Custody Banks1.47%+0.81 ppInvestment Banking & Brokerage1.38%+0.58 ppFinancial Exchanges & Data1.09%+0.32 ppProperty & Casualty Insurance1.09%+0.32 ppTransaction & Payment Processing Services1.08%+0.29 ppConsumer Finance0.71%+0.27 ppInsurance Brokers0.71%+0.19 ppRegional Banks0.31%+0.09 ppLife & Health Insurance0.38%+0.07 ppMulti-line Insurance0.17%+0.03 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.03%+0.00 pp
3 · Sub-industry
Inside Insurance Brokers
Insurance Brokers · weight
0.71%
Industry change · 12M
+0.19 pp
Insurance Brokers · contribution
+0.191 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 2025 · 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 |
|---|---|---|---|---|---|---|---|
| Arthur J. Gallagher & Co. → AJG | United States | $82.0bn | 0.177% | -0.032 pp | +0.071 pp | +24.4% | No |
| Aon plc → AON | United States | $77.0bn | 0.166% | -0.039 pp | +0.046 pp | +22.5% | No |
| Marsh McLennan → MRSH | United States | $107.7bn | 0.232% | -0.052 pp | +0.038 pp | +5.3% | No |
| Brown & Brown → BRO | United States | $31.8bn | 0.069% | -0.016 pp | +0.021 pp | +24.7% | No |
| Willis Towers Watson → WTW | United States | $30.4bn | 0.066% | -0.014 pp | +0.015 pp | +18.3% | 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.