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
Financial Exchanges & Data0.78%-0.31 ppTransaction & Payment Processing Services0.70%-0.29 ppAsset Management & Custody Banks1.28%-0.27 ppInsurance Brokers0.50%-0.15 ppConsumer Finance0.66%-0.12 ppDiversified Banks3.72%-0.10 ppInvestment Banking & Brokerage1.49%+0.09 ppProperty & Casualty Insurance0.93%-0.07 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.14%-0.02 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.36%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Property & Casualty Insurance
Property & Casualty Insurance · weight
0.93%
Industry change · 12M
-0.07 pp
Property & Casualty Insurance · contribution
-0.074 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2026 · 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 | $123.5bn | 0.216% | +0.056 pp | -0.084 pp | -7.0% | Yes |
| Chubb Limited → CB | United States | $136.0bn | 0.237% | +0.065 pp | +0.014 pp | +32.6% | Yes |
| Travelers Companies (The) → TRV | United States | $78.1bn | 0.136% | +0.048 pp | +0.013 pp | +46.1% | Yes |
| W. R. Berkley Corporation → WRB | United States | $26.9bn | 0.047% | +0.013 pp | -0.008 pp | +8.3% | Yes |
| Arch Capital Group → ACGL | United States | $35.1bn | 0.061% | +0.016 pp | -0.007 pp | +16.8% | Yes |
| Hartford (The) → HIG | United States | $38.4bn | 0.067% | +0.016 pp | -0.007 pp | +16.1% | Yes |
| Allstate → ALL | United States | $68.0bn | 0.119% | +0.043 pp | +0.006 pp | +32.5% | Yes |
| Cincinnati Financial → CINF | United States | $27.3bn | 0.048% | +0.013 pp | -0.001 pp | +23.2% | 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.